Holdings

Symbol Grade Price % Change Allocation
LYFT C 3.93 16.84
SNAP B 3.04 6.23
GOOGL A 0.11 6.15
ULTA C 2.35 5.15
SNOW C 0.58 4.99
AMZN A 6.19 4.86
SQ B -0.24 4.52
DKNG F 1.05 4.42
WDAY F 2.25 4.27
TSM B 1.26 4.13
NVDA B 1.99 4.05
AMD F -1.53 3.44
PANW B 0.64 3.41
SMCI F -10.51 3.32
PINS C 0.72 3.10
SOFI A -1.16 0.59

Recent News for Advisor Managed Portfolios Trenchless Fund ETF & its Holdings

Date Stock Title
Nov 2 GOOGL Tech Earnings Fail to Fire Up Traders With Sky-High Expectations
Nov 2 NVDA Sell Nvidia On The DJI Bounce
Nov 2 AMZN What Moved Markets This Week
Nov 2 GOOGL What Moved Markets This Week
Nov 2 SMCI What Moved Markets This Week
Nov 2 GOOGL ChatGPT releases a search engine, an opening salvo in a brewing war with Google for dominance of the AI-powered internet
Nov 2 GOOGL Should You Buy Palantir Stock Before Monday's News? 2 Critical Things Investors Need to Know.
Nov 2 NVDA Should You Buy Palantir Stock Before Monday's News? 2 Critical Things Investors Need to Know.
Nov 2 NVDA Nvidia’s stock performance has been ‘staggering.’ But recent buyers of the stock are taking a far greater risk than they realize
Nov 2 GOOGL 1 Big Reason Google Surged While Microsoft and Meta Fell After Earnings
Nov 2 NVDA Prediction: The Fourth Quarter Will Be Huge for Nvidia
Nov 2 NVDA Nvidia Has Been the Undisputed King of the Artificial Intelligence (AI) Revolution. Has the Chipmaker Finally Met Its Match?
Nov 2 TSM Nvidia Rides AI Wave To Replace Intel On Dow Jones Industrial Average, Ending Its 25-Year Run
Nov 2 NVDA Nvidia Rides AI Wave To Replace Intel On Dow Jones Industrial Average, Ending Its 25-Year Run
Nov 2 NVDA Nvidia Stock Is Joining the Dow Jones Industrial Average Stock Index and Intel Is Being Booted
Nov 2 GOOGL Why Elon Musk’s Robotaxi Dreams Are Premature
Nov 2 NVDA The Giant Supercomputer Built to Transform an Entire Country—and Paid For by Ozempic
Nov 1 NVDA Nvidia Set to Replace Intel in the Dow Jones Industrial Average
Nov 1 GOOGL From Search Engines to Answer Engines
Nov 1 NVDA NVIDIA and Sherwin-Williams Set to Join Dow Jones Industrial Average; Vistra to Join Dow Jones Utility Average
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.
Private Equity Fundamental Analysis
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