Twin Oak Short Horizon Absolute Return ETF (TOAK) Investment Research Dashboard
About Twin Oak Short Horizon Absolute Return ETF (TOAK) stock analysis
Get live TOAK stock price $28.96, comprehensive Twin Oak Short Horizon Absolute Return ETF stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time TOAK stock data and investment insights.
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Twin Oak Short Horizon Absolute Return ETF (TOAK) Overview
Twin Oak Short Horizon Absolute Return ETF (TOAK) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, TOAK trades at $28.96 with a market capitalization of 45.86M . Over the past 52 weeks, TOAK has traded between $27.87 and $29.36 , with the current price positioned at approximately 73% of this ran...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 45.86M
- Current price: $28.96
- 52-week range: $27.87 - $29.36
- P/E ratio: 32.40
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The fund seeks to achieve its objective principally by utilizing defined risk options to generate an absolute return while maintaining a short duration between zero and one year. Defined risk options are options for which the maximum loss for any opt...
Company Information
- CEO
- James E. Lennox
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Website
- https://twinoaketfs.com/TOAK
- Address
- 10900 Hefner Pointe Drive
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Growth-oriented company with premium valuation (P/E: 32.4)
✓ Lower volatility stock (Beta: 0.00) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Twin Oak Short Horizon Absolute Return ETF shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Twin Oak Short Horizon Absolute Return ETF
- ⚠Investors should consider how Twin Oak Short Horizon Absolute Return ETF fits within their overall portfolio allocation
- ⚠Premium valuation (P/E: 32.4) requires strong growth to justify
Market Cap
45.86M
P/E Ratio (TTM)
32.40
Beta
0.00
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
98/100 ⭐⭐⭐⭐⭐
- Overall
- +2.2%
- NYSE
- +2.6%
- NASDAQ
- +1.8%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +2.2% | +5.7% | +6.1% | 19.3 | 98/100⭐⭐⭐⭐⭐ |
| Communication Services | +1.4% | +2.9% | +4.3% | 22.2 | 86/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.7% | +3.3% | +3.5% | 24.1 | 80/100⭐⭐⭐⭐⭐ |
| Basic Materials | +0.4% | +1.1% | -0.2% | 25.2 | 56/100⭐⭐⭐⭐ |
| Consumer Defensive | -0.2% | +1.7% | +1.2% | 29.7 | 56/100⭐⭐⭐⭐ |
| Real Estate | -0.5% | -0.1% | -1.6% | 29.2 | 43/100⭐⭐⭐ |
| Energy | -2.1% | -5.8% | -5.1% | 19.1 | 39/100⭐⭐ |
| Utilities | -1.0% | -3.0% | -5.9% | 26.8 | 28/100⭐⭐ |
| Industrials | +0.6% | +1.7% | -11.2% | 30.1 | 26/100⭐⭐ |
| Consumer Cyclical | +0.5% | -0.4% | -6.3% | 43.0 | 21/100⭐ |
| Technology | +0.6% | -2.3% | -9.6% | 40.7 | 17/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-29.