Openbookopenbook
Openbook
APUE
+0.67 · +1.63%
$41.70 · NYSE ARCA

Trust For Professional Managers (APUE) ETF Analysis | Large Blend

Active Passive Funds · USA
AUM:$2.4B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 32.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.33% — competitive for the exposure provided.

What is APUE?

The fund is an actively-managed exchange-traded fund ("ETF") that blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the CRSP U. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
APUE delivered 32.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.33%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 38.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$2.4B
Expense Ratio0.33%
Dividend Yield0.87%
Holdings50
Inception DateMay 2023
Domicile–
Distribution–
Index–
ProviderActive Passive Funds
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would APUE affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

My Portfolio

Sign in to overlay your portfolio on the chart.

Sign in
Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.7%
1Y
+20.4%
3Y
+77.3%
5Y
+96.2%
OpenBook InsightIf you had invested £10,000 in APUE 5 years ago, it would have grown to £19,620 — a gain of £9,620.

Annual Returns

Calendar year performance

APUE delivered positive returns in 4 of the last 4 calendar years.
YearAPUE
2026 YTD+13.6%
2025+17.7%
2024+24.7%
2023+18.4%
CAGR 3yr+20.2%
4/4 positive yearsAvg return: +18.6%Worst year: +13.6% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.6%
Low
Momentum
+3.5%
30-day change
Support Level
46.82
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
openbook

Stock research for UK and US investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.