FINX vs. MVPA ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA)
FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$28.96

Average Daily Volume

68,576

Number of Holdings *

42

* may have additional holdings in another (foreign) market
MVPA

Advisor Managed Portfolios Miller Value Partners Appreciation ETF

MVPA Description The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in securities that Miller Value Partners, LLC (the "Adviser") believes have an above-average probability of outperforming the S&P 500® Index (the "S&P 500") over a multi-year time horizon. It will typically invest in a portfolio of approximately 20-40 common stocks without regard to market capitalization. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.89

Average Daily Volume

3,988

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period FINX MVPA
30 Days 5.23% 2.28%
60 Days 5.46% 4.40%
90 Days 16.17% 7.47%
12 Months 48.42%
3 Overlapping Holdings
Symbol Grade Weight in FINX Weight in MVPA Overlap
FOUR B 1.37% 2.41% 1.37%
PYPL B 7.46% 4.03% 4.03%
TOST A 3.32% 2.1% 2.1%
FINX Overweight 39 Positions Relative to MVPA
Symbol Grade Weight
FI A 7.53%
FIS B 7.22%
SQ B 5.05%
INTU D 5.03%
SSNC D 4.79%
COIN C 4.26%
GWRE B 3.97%
XRX F 3.77%
JKHY A 3.47%
GPN D 3.18%
AFRM A 2.81%
SOFI A 2.75%
HQY B 1.94%
BILL A 1.49%
ACIW C 1.37%
UPST B 1.14%
NCNO B 1.11%
MARA D 1.04%
ENV A 0.88%
STNE F 0.81%
PAYO B 0.78%
VIRT A 0.71%
VERX B 0.64%
FLYW C 0.53%
RIOT C 0.53%
SPNS B 0.52%
PAGS F 0.44%
MLNK B 0.41%
LC A 0.39%
DLO D 0.36%
CIFR B 0.36%
LMND A 0.34%
BLND C 0.21%
LPRO C 0.17%
CTLP B 0.17%
TREE F 0.17%
IIIV A 0.14%
PAY A 0.13%
MITK D 0.1%
FINX Underweight 27 Positions Relative to MVPA
Symbol Grade Weight
CNC D -7.77%
TTE F -6.71%
CPNG B -5.77%
BFH C -5.61%
CTO B -5.35%
JXN B -4.79%
CROX F -3.76%
ZD F -3.69%
IBTA A -3.66%
MSTR B -3.62%
CTRN C -3.21%
T A -3.11%
ATKR F -2.97%
WAL C -2.71%
FTI B -2.38%
PRDO B -2.32%
ARLP A -2.19%
ABNB B -2.15%
QUAD A -2.12%
BLDR F -2.09%
LNC A -2.02%
VTRS B -1.96%
MTCH C -1.91%
LAD A -1.63%
BKE C -1.47%
SMLR C -0.42%
CHRD F -0.09%
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