RVER vs. EVAV ETF Comparison

Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares (EVAV)
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

$27.08

Average Daily Volume

5,641

Number of Holdings *

16

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

Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares

EVAV Description Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares is an exchange traded fund launched by Direxion Investments. The fund is managed by Rafferty Asset Management, LLC. The fund invests in public equity markets of the United States. The fund invests through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as swaps and futures to create its portfolio. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track twice the daily performance of the Indxx US Electric and Autonomous Vehicles Index. Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares is domiciled in the United States.

Grade (RS Rating)

Last Trade

$18.06

Average Daily Volume

24,411

Number of Holdings *

15

* may have additional holdings in another (foreign) market
Performance
Period RVER EVAV
30 Days 5.00% -15.79%
60 Days 8.29% 6.62%
90 Days 17.43% 15.54%
12 Months -53.71%
0 Overlapping Holdings
Symbol Grade Weight in RVER Weight in EVAV Overlap
RVER Overweight 16 Positions Relative to EVAV
Symbol Grade Weight
LYFT C 16.84%
SNAP B 6.23%
GOOGL A 6.15%
ULTA C 5.15%
SNOW C 4.99%
AMZN A 4.86%
SQ B 4.52%
DKNG F 4.42%
WDAY F 4.27%
TSM B 4.13%
NVDA B 4.05%
AMD F 3.44%
PANW B 3.41%
SMCI F 3.32%
PINS C 3.1%
SOFI A 0.59%
RVER Underweight 15 Positions Relative to EVAV
Symbol Grade Weight
LI C -8.78%
XPEV B -7.85%
TSLA A -7.28%
NIO D -6.99%
PSNY F -5.95%
EH B -4.63%
RIVN F -3.87%
BWA D -3.55%
GNTX B -3.1%
QS F -2.96%
CRNC C -2.93%
LCID F -2.59%
CHPT F -2.29%
INDI F -1.92%
LAZR F -1.67%
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