RVER vs. LMBO ETF Comparison

Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to Direxion Daily Crypto Industry Bull 2X Shares (LMBO)

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

Number of Holdings ^*

* may have additional holdings in another (foreign) market

LMBO

Direxion Daily Crypto Industry Bull 2X Shares

LMBO Description

The index seeks to track the performance of US-listed securities that have business operations in the field of distributed ledger or decentralized payment technology. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.57

Average Daily Volume

5,292

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	RVER	LMBO
30 Days	7.79%	18.91%
60 Days	12.17%	44.55%
90 Days	16.22%	36.29%
12 Months

3 Overlapping Holdings

Symbol	Grade	Weight in RVER	Weight in LMBO	Overlap
DKNG	B	4.84%	3.23%	3.23%
NVDA	B	3.85%	5.27%	3.85%
SQ	A	3.81%	3.34%	3.34%

RVER Overweight 13 Positions Relative to LMBO

Symbol	Grade	Weight
LYFT	C	9.0%
GOOGL	C	6.26%
SNOW	B	5.29%
SNAP	D	5.18%
AMZN	C	5.02%
ULTA	F	4.69%
MSFT	D	4.47%
MRK	D	4.34%
WDAY	B	4.33%
SMCI	F	3.86%
TSM	B	3.65%
PINS	F	3.48%
PANW	B	3.48%

RVER Underweight 18 Positions Relative to LMBO

Symbol	Grade	Weight
PYPL	B	-5.29%
NU	C	-5.28%
V	A	-5.22%
MA	B	-4.98%
AMD	F	-4.37%
COIN	C	-4.04%
HOOD	B	-3.61%
IBKR	A	-3.51%
MARA	B	-3.41%
GLOB	B	-3.12%
FOUR	A	-3.08%
RIOT	C	-2.39%
CLSK	C	-2.35%
WULF	C	-1.76%
CIFR	C	-1.4%
IREN	C	-1.3%
PAGS	F	-1.09%
BTBT	C	-0.43%