RVER vs. FMCX ETF Comparison
Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to FMC Excelsior Focus Equity ETF (FMCX)
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
$25.79
Average Daily Volume
3,933
9
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.05
Average Daily Volume
115
52
Performance
| Period | RVER | FMCX |
|---|---|---|
| 30 Days | 3.14% | 3.33% |
| 60 Days | 11.84% | 9.39% |
| 90 Days | 2.11% | 7.69% |
| 12 Months | 29.97% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RVER | Weight in FMCX | Overlap | |
|---|---|---|---|---|---|
| GOOGL | B | 6.21% | 1.77% | 1.77% |
RVER Underweight 51 Positions Relative to FMCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -6.93% | |
| UNH | B | -6.84% | |
| KKR | A | -6.14% | |
| IAC | C | -5.35% | |
| AMZN | C | -5.01% | |
| GDDY | D | -4.98% | |
| MSFT | D | -4.79% | |
| LBRDK | B | -4.24% | |
| LSXMK | D | -4.22% | |
| GGG | B | -3.98% | |
| PYPL | C | -3.9% | |
| MTCH | B | -3.18% | |
| LSXMA | D | -1.79% | |
| LBRDA | B | -1.74% | |
| PG | C | -1.3% | |
| PM | C | -1.21% | |
| YUM | A | -1.18% | |
| CMCSA | B | -1.13% | |
| MCD | A | -1.12% | |
| AMGN | D | -1.11% | |
| KEYS | B | -1.06% | |
| VUSB | A | -0.92% | |
| ICSH | A | -0.92% | |
| GILD | A | -0.87% | |
| CL | D | -0.85% | |
| MO | D | -0.84% | |
| ENTG | D | -0.82% | |
| ARWR | F | -0.72% | |
| NKE | D | -0.68% | |
| HON | C | -0.6% | |
| DHR | C | -0.55% | |
| GOOG | B | -0.5% | |
| BAX | D | -0.47% | |
| YUMC | B | -0.42% | |
| MUSA | D | -0.4% | |
| SPGI | C | -0.37% | |
| MTX | B | -0.33% | |
| KEX | C | -0.33% | |
| EQR | C | -0.3% | |
| JPM | D | -0.3% | |
| MUR | F | -0.25% | |
| V | C | -0.21% | |
| FWONK | D | -0.21% | |
| BKNG | C | -0.19% | |
| FLWS | F | -0.15% | |
| GD | A | -0.13% | |
| BATRK | F | -0.11% | |
| PNR | C | -0.1% | |
| FWONA | C | -0.05% | |
| VMEO | C | -0.03% | |
| BATRA | F | -0.02% |
RVER: Top Represented Industries & Keywords
FMCX: Top Represented Industries & Keywords
Compare ETFs
