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

$33.55

Average Daily Volume

66,750

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

$36.68

Average Daily Volume

4,255

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period FINX MVPA
30 Days 14.94% 11.68%
60 Days 20.34% 12.99%
90 Days 23.94% 15.49%
12 Months 57.52%
3 Overlapping Holdings
Symbol Grade Weight in FINX Weight in MVPA Overlap
FOUR B 1.33% 2.52% 1.33%
PYPL B 7.2% 3.86% 3.86%
TOST B 4.08% 2.8% 2.8%
FINX Overweight 39 Positions Relative to MVPA
Symbol Grade Weight
FI A 7.15%
FIS C 6.47%
INTU C 5.35%
SQ B 5.31%
COIN C 5.2%
SSNC B 4.33%
XRX F 3.95%
GWRE A 3.77%
GPN B 3.4%
AFRM B 3.26%
SOFI A 3.09%
JKHY D 2.96%
BILL A 2.14%
HQY B 1.94%
ACIW B 1.41%
UPST B 1.37%
NCNO B 1.09%
MARA C 1.08%
PAYO A 0.88%
ENV B 0.81%
VIRT B 0.74%
VERX B 0.69%
STNE F 0.65%
FLYW C 0.61%
RIOT C 0.57%
LMND B 0.52%
MLNK B 0.41%
DLO C 0.39%
LC A 0.39%
PAGS F 0.38%
CIFR B 0.38%
SPNS F 0.37%
BLND B 0.24%
LPRO C 0.18%
PAY B 0.16%
CTLP B 0.15%
IIIV C 0.14%
TREE F 0.14%
MITK C 0.1%
FINX Underweight 26 Positions Relative to MVPA
Symbol Grade Weight
MSTR C -6.25%
BFH B -5.92%
ATKR C -5.37%
SMLR B -5.11%
CTO B -5.09%
ZD C -4.82%
CNC D -4.79%
CPNG D -4.79%
JXN C -4.4%
LNC B -3.82%
CROX D -3.7%
T A -3.03%
IBTA C -2.86%
CTRN D -2.72%
WAL B -2.69%
PRDO B -2.68%
QUAD C -2.6%
FTI A -2.5%
ARLP A -2.24%
VTRS A -2.07%
ABNB C -1.99%
BLDR D -1.87%
LAD A -1.68%
BKE B -1.52%
EXFY B -0.95%
CHRD D -0.09%
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