RVER vs. CBSE ETF Comparison
Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to Changebridge Capital Sustainable Equity ETF (CBSE)
RVER
Advisor Managed Portfolios Trenchless Fund ETF
RVER Description
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.
Grade (RS Rating)
Last Trade
$29.50
Average Daily Volume
7,443
16
CBSE
Changebridge Capital Sustainable Equity ETF
CBSE Description
The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.16
Average Daily Volume
2,885
34
Performance
| Period | RVER | CBSE |
|---|---|---|
| 30 Days | 7.79% | 7.38% |
| 60 Days | 12.17% | 10.76% |
| 90 Days | 16.22% | 10.99% |
| 12 Months | 49.33% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RVER | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| AMZN | C | 5.02% | 1.9% | 1.9% |
RVER Underweight 33 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | -3.42% | |
| LNG | A | -3.41% | |
| CCL | A | -3.27% | |
| MGNI | B | -3.06% | |
| VST | A | -3.03% | |
| ROL | B | -3.02% | |
| RDDT | A | -2.99% | |
| BWXT | B | -2.94% | |
| OSW | B | -2.9% | |
| TDG | D | -2.88% | |
| ERJ | A | -2.86% | |
| IBN | C | -2.85% | |
| INTC | C | -2.83% | |
| NARI | C | -2.82% | |
| SKY | A | -2.8% | |
| STRL | A | -2.71% | |
| GTLS | A | -2.7% | |
| WTTR | A | -2.69% | |
| PL | B | -2.69% | |
| HUMA | F | -2.56% | |
| OKLO | B | -2.4% | |
| DELL | B | -2.18% | |
| VITL | D | -2.1% | |
| SO | C | -2.09% | |
| D | C | -2.09% | |
| CPRI | F | -2.03% | |
| SCHW | B | -2.0% | |
| NEE | C | -1.94% | |
| SCI | B | -1.93% | |
| MC | C | -1.93% | |
| ON | D | -1.92% | |
| ETR | B | -1.79% | |
| CRSP | D | -0.91% |
RVER: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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