RVER vs. IBUY ETF Comparison

Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to Amplify Online Retail ETF (IBUY)
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

$29.30

Average Daily Volume

7,443

Number of Holdings *

16

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

Amplify Online Retail ETF

IBUY Description The Amplify Online Retail ETF is a portfolio of companies generating significant revenue from online and virtual sales. Portfolio holdings fall into three categories: traditional retail, marketplace and travel. IBUY is an exchange-traded fund that seeks investment results that correspond generally to the price and yield, before fund fees and expenses, of the EQM Online Retail Index.

Grade (RS Rating)

Last Trade

$65.35

Average Daily Volume

18,330

Number of Holdings *

56

* may have additional holdings in another (foreign) market
Performance
Period RVER IBUY
30 Days 7.79% 6.34%
60 Days 12.17% 10.74%
90 Days 16.22% 15.42%
12 Months 37.20%
3 Overlapping Holdings
Symbol Grade Weight in RVER Weight in IBUY Overlap
AMZN C 5.02% 2.5% 2.5%
LYFT C 9.0% 3.22% 3.22%
ULTA F 4.69% 0.57% 0.57%
RVER Overweight 13 Positions Relative to IBUY
Symbol Grade Weight
GOOGL C 6.26%
SNOW B 5.29%
SNAP D 5.18%
DKNG B 4.84%
MSFT D 4.47%
MRK D 4.34%
WDAY B 4.33%
SMCI F 3.86%
NVDA B 3.85%
SQ A 3.81%
TSM B 3.65%
PINS F 3.48%
PANW B 3.48%
RVER Underweight 53 Positions Relative to IBUY
Symbol Grade Weight
AFRM A -2.87%
CHWY B -2.73%
BIGC B -2.72%
PYPL B -2.7%
EXPE B -2.7%
LQDT B -2.66%
CPRT B -2.62%
UPWK B -2.62%
CVNA B -2.58%
EBAY D -2.57%
DASH B -2.56%
BKNG A -2.54%
RVLV A -2.53%
UBER F -2.52%
W D -2.42%
ABNB C -2.41%
ETSY D -2.39%
MSM C -2.39%
FLWS D -2.26%
SSTK F -2.26%
HIMS B -2.11%
TRIP F -2.05%
FIGS F -1.96%
SHOP B -1.06%
SPOT B -0.94%
DESP B -0.93%
SE A -0.87%
GLBE B -0.82%
CPNG D -0.82%
PDD F -0.76%
VIPS F -0.76%
FVRR B -0.76%
VTEX F -0.75%
BABA D -0.74%
MELI C -0.71%
TCOM B -0.71%
BEKE D -0.7%
MMYT B -0.69%
TPR B -0.69%
BBY D -0.63%
HD B -0.63%
LULU C -0.62%
TGT F -0.62%
WSM C -0.61%
WMT A -0.61%
AAPL C -0.61%
JWN D -0.61%
KSS F -0.61%
KMX B -0.61%
DKS D -0.61%
NKE F -0.61%
GAP C -0.6%
M F -0.58%
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