MVPA vs. MBCC ETF Comparison
Comparison of Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA) to Monarch Blue Chips Core ETF (MBCC)
MVPA
Advisor Managed Portfolios Miller Value Partners Appreciation ETF
MVPA Description
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in securities that Miller Value Partners, LLC (the "Adviser") believes have an above-average probability of outperforming the S&P 500® Index (the "S&P 500") over a multi-year time horizon. It will typically invest in a portfolio of approximately 20-40 common stocks without regard to market capitalization. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$36.68
Average Daily Volume
4,255
29
MBCC
Monarch Blue Chips Core ETF
MBCC Description
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Blue Chips Core Index. The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth.Grade (RS Rating)
Last Trade
$35.63
Average Daily Volume
17,301
24
Performance
| Period | MVPA | MBCC |
|---|---|---|
| 30 Days | 11.68% | 2.80% |
| 60 Days | 12.99% | 2.36% |
| 90 Days | 15.49% | 5.48% |
| 12 Months | 26.76% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVPA | Weight in MBCC | Overlap |
|---|
MVPA Overweight 29 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSTR | C | 6.25% | |
| BFH | B | 5.92% | |
| ATKR | C | 5.37% | |
| SMLR | B | 5.11% | |
| CTO | B | 5.09% | |
| ZD | C | 4.82% | |
| CNC | D | 4.79% | |
| CPNG | D | 4.79% | |
| JXN | C | 4.4% | |
| PYPL | B | 3.86% | |
| LNC | B | 3.82% | |
| CROX | D | 3.7% | |
| T | A | 3.03% | |
| IBTA | C | 2.86% | |
| TOST | B | 2.8% | |
| CTRN | D | 2.72% | |
| WAL | B | 2.69% | |
| PRDO | B | 2.68% | |
| QUAD | C | 2.6% | |
| FOUR | B | 2.52% | |
| FTI | A | 2.5% | |
| ARLP | A | 2.24% | |
| VTRS | A | 2.07% | |
| ABNB | C | 1.99% | |
| BLDR | D | 1.87% | |
| LAD | A | 1.68% | |
| BKE | B | 1.52% | |
| EXFY | B | 0.95% | |
| CHRD | D | 0.09% |
MVPA Underweight 24 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | -5.25% | |
| CRM | B | -5.19% | |
| BKNG | A | -5.14% | |
| DIS | B | -5.14% | |
| NVDA | C | -4.8% | |
| NFLX | A | -4.74% | |
| AMZN | C | -4.58% | |
| V | A | -4.52% | |
| MA | C | -4.35% | |
| META | D | -4.29% | |
| COST | B | -4.1% | |
| GE | D | -4.09% | |
| MCD | D | -4.09% | |
| MSFT | F | -4.01% | |
| BRK.A | B | -3.99% | |
| TXN | C | -3.79% | |
| NKE | D | -3.71% | |
| ADBE | C | -3.54% | |
| AMT | D | -3.54% | |
| DHR | F | -3.45% | |
| AMGN | D | -3.43% | |
| TMO | F | -3.37% | |
| MRK | F | -3.28% | |
| LLY | F | -3.13% |
MVPA: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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