Holdings

Symbol Grade Price % Change Allocation
LYFT C -0.66 9.00
GOOGL B -5.56 6.26
SNOW C 29.79 5.29
SNAP D -0.81 5.18
AMZN B -0.76 5.02
DKNG B 0.40 4.84
ULTA F -2.08 4.69
MSFT D -0.54 4.47
MRK F 0.10 4.34
WDAY C 1.68 4.33
SMCI F 6.43 3.86
NVDA A -0.41 3.85
SQ A 1.71 3.81
TSM C 0.74 3.65
PINS F -1.81 3.48
PANW A -1.36 3.48

Recent News for Advisor Managed Portfolios Trenchless Fund ETF & its Holdings

Date Stock Title
Nov 21 PANW Dow Jones Rises On Surprise Jobless Claims; Nvidia Reverses From Record Highs
Nov 21 PANW Palo Alto Networks beats Q1 estimates, while guidance disappoints
Nov 21 PANW Q1 2025 Palo Alto Networks Inc Earnings Call
Nov 21 PANW Wells Fargo lifts target price on Palo Alto even as stock dip post results
Nov 21 TSM This Surprising Number Inside Intel's Balance Sheet Suggests Something Big Is Coming In Its War With TSMC
Nov 21 PANW Palo Alto dips, but analysts stay bullish after 'strong' Q1, billings 'miss'
Nov 21 MSFT Microsoft (MSFT) Corporation Fell as its Azure Cloud Segment’s Revenue Fell Short Of Expectations
Nov 21 MSFT Artificial General Intelligence Is Coming: 1 Unstoppable Vanguard ETF to Buy Now
Nov 21 TSM Nvidia's results reinforce continued AI growth for Taiwan Semiconductor
Nov 21 MSFT Microsoft Corp (MSFT): A Cloud Powerhouse in Ken Griffin’s Portfolio
Nov 21 PANW Palo Alto Stock Is Falling After Earnings Beat. Why This Metric’s Worrying Analysts.
Nov 21 SQ Affirm CEO Touts 'Buy-Now-Pay-Later' Leader's Bold Expansion Plan. 'We Have Lots Of Irons In The Fire'
Nov 21 PANW Palo Alto Networks Q1 Earnings: Platforming For Success; Mixed Growth Profile
Nov 21 PANW These Stocks Are Moving the Most Today: Nvidia, Snowflake, MicroStrategy, Palo Alto, PDD, Deere, and More
Nov 21 PANW Nvidia shares slip, Snowflake surges: Yahoo Finance
Nov 21 AMZN Amazon invests in three Greek wind farms to advance renewable energy
Nov 21 AMZN Temu Owner PDD’s Sales Slow Sharply After China Market Sputters
Nov 21 NVDA Nvidia sees past triple-digit growth
Nov 21 MSFT Is This Vanguard ETF a Millionaire Maker?
Nov 21 NVDA Deloitte expands collaboration with HPE for private cloud AI
RVER seeks to outperform the S&P 500 Index over all time horizons through a narrow exposure to the US equity market. The fund typically invests in approximately 12 to 30 US-listed stocks of any market capitalization. The portfolio construction starts by screening companies based on valuation metrics such as free cash flow, net income, EBITDA, and revenue. Securities are then assessed using growth factors, including top and bottom-line revenue and net income growth. This analysis seeks to exclude firms with negative outliers and those the sub-adviser believes are likely to miss earnings expectations. The remaining companies are screened based on a review of the number and size of institutional holders. After these three initial screens, the sub-adviser ranks and selects from the remaining companies based on its view of positive price change potential. As an actively managed fund, the sub-adviser has full discretion to make buy, sell, and hold decisions at any time.
Private Equity Fundamental Analysis
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