RVER vs. EKG ETF Comparison

Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)
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

$26.35

Average Daily Volume

4,193

Number of Holdings *

9

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

First Trust Nasdaq Lux Digital Health Solutions ETF

EKG Description First Trust Nasdaq Lux Digital Health Solutions ETF is an exchange traded fund launched and managed by First Trust Advisors LP. It invests in public equity markets of global region. It invests in stocks of companies operating across health care, health care equipment and services, health care technology sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Nasdaq Lux Health Tech Index, by using full replication technique. First Trust Nasdaq Lux Digital Health Solutions ETF was formed on March 22, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$16.73

Average Daily Volume

504

Number of Holdings *

37

* may have additional holdings in another (foreign) market
Performance
Period RVER EKG
30 Days 9.39% 1.64%
60 Days 18.40% 8.92%
90 Days 3.03% 7.04%
12 Months 22.70%
0 Overlapping Holdings
Symbol Grade Weight in RVER Weight in EKG Overlap
RVER Overweight 9 Positions Relative to EKG
Symbol Grade Weight
LYFT D 14.47%
SOFI C 7.09%
GOOGL B 6.21%
CART B 6.07%
SNAP D 5.76%
NVDA B 5.59%
SQ D 5.38%
TSM B 5.34%
AMD C 5.28%
RVER Underweight 37 Positions Relative to EKG
Symbol Grade Weight
RMD C -7.86%
ISRG C -7.83%
DXCM F -7.73%
VEEV C -7.68%
IQV F -7.46%
PODD C -4.61%
EXAS C -4.37%
ALGN D -4.18%
NTRA A -4.16%
ILMN B -3.99%
QGEN F -3.91%
HOLX D -3.91%
GMED B -3.75%
INSP C -2.88%
DOCS A -2.5%
MASI B -2.47%
TMDX D -2.0%
OSCR C -1.77%
HIMS C -1.68%
PRCT D -1.67%
GH F -1.33%
TNDM D -1.18%
VCYT C -1.09%
MYGN D -1.04%
TXG F -0.96%
TWST D -0.93%
PRVA F -0.81%
IRTC F -0.79%
NEO F -0.78%
TDOC D -0.68%
PGNY F -0.54%
ESTA D -0.53%
SDGR F -0.47%
LFST C -0.45%
ADPT A -0.32%
ATEC F -0.31%
CTKB F -0.28%
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