(SCAP) Series Portfolios Trust - Ratings and Ratios

The Series Portfolios Trust (NYSE ARCA: SCAP) is an exchange-traded fund (ETF) designed to provide exposure to small-capitalization companies in the U.S. equity market. Under normal market conditions, the fund allocates at least 80% of its net assets (plus any borrowings for investment purposes) to securities of small-cap companies. These companies are defined as those with a market capitalization at the time of initial investment that falls within or below the range of the Russell 2000® Index, a widely recognized benchmark for small-cap stocks. SCAP is categorized as a Small Value ETF, focusing on undervalued small-cap equities with strong fundamentals.

As of the latest data, SCAP has an average trading volume of 2,050 shares over the past 20 days, indicating relatively low liquidity compared to larger ETFs. The funds last price was 33.14, with key moving averages showing the SMA 20 at 34.76, SMA 50 at 34.89, and SMA 200 at 33.95. This suggests that the fund is currently trading slightly below its short-term moving averages but remains stable relative to its long-term average. The Average True Range (ATR) of 0.45 reflects low volatility, indicating modest price fluctuations. SCAP manages assets under management (AUM) of $13.96 million, positioning it as a smaller ETF in its category.

3-Month Forecast: Based on the provided data, SCAP is expected to remain range-bound in the near term, with potential sideways movement. The funds price is currently below its 20-day and 50-day SMAs but slightly above its 200-day SMA, suggesting a consolidation phase. Given the low ATR of 0.45, volatility is likely to remain muted, with price fluctuations confined to a narrow range. The small AUM and low trading volume may limit liquidity, potentially amplifying short-term price movements. From a fundamental perspective, SCAPs focus on small-cap value stocks positions it to benefit from any broader market rotation into undervalued equities, though near-term gains may be modest.