RVER vs. IHAK ETF Comparison
Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to iShares Cybersecurity and Tech ETF (IHAK)
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
$25.55
Average Daily Volume
7,663
10
IHAK
iShares Cybersecurity and Tech ETF
IHAK Description
The investment seeks to track the investment results of the NYSE® FactSet® Global Cyber Security IndexTM. The fund generally will invest at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is composed of developed and emerging market companies that are involved in cyber security and technology, including cyber security hardware, software, products, and services. It is non-diversified.Grade (RS Rating)
Last Trade
$45.95
Average Daily Volume
74,332
25
Performance
| Period | RVER | IHAK |
|---|---|---|
| 30 Days | 1.96% | 2.86% |
| 60 Days | 4.48% | 2.61% |
| 90 Days | -1.92% | |
| 12 Months | 22.66% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RVER | Weight in IHAK | Overlap | |
|---|---|---|---|---|---|
| AKAM | F | 4.9% | 2.96% | 2.96% |
RVER Underweight 24 Positions Relative to IHAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRWD | B | -6.26% | |
| CACI | B | -5.11% | |
| CYBR | B | -4.9% | |
| JNPR | B | -4.77% | |
| BAH | B | -4.64% | |
| OKTA | C | -4.52% | |
| FTNT | D | -4.25% | |
| CHKP | B | -4.19% | |
| PANW | B | -4.04% | |
| VRNS | B | -3.87% | |
| SAIC | D | -3.72% | |
| TENB | D | -3.69% | |
| ALRM | D | -3.61% | |
| S | D | -3.49% | |
| ZS | C | -3.47% | |
| QLYS | D | -2.78% | |
| RPD | D | -2.53% | |
| CALX | C | -2.53% | |
| YOU | B | -1.97% | |
| EVBG | C | -1.72% | |
| ATEN | C | -1.18% | |
| RDWR | C | -0.79% | |
| OSPN | B | -0.56% | |
| CHGX | A | -0.37% |
RVER: Top Represented Industries & Keywords
IHAK: Top Represented Industries & Keywords
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