(MVPA) Advisor Managed Portfolios - Ratings and Ratios

The Advisor Managed Portfolios (NYSE ARCA:MVPA) is an actively-managed exchange-traded fund (ETF) designed to outperform the S&P 500 over a multi-year horizon. The fund employs a concentrated investment strategy, typically holding 20-40 common stocks across various market capitalizations. Miller Value Partners, LLC, the funds adviser, focuses on securities with strong fundamentals and upside potential relative to their current valuations. The portfolio is non-diversified, allowing for higher conviction positions in selected holdings. MVPAs investment process emphasizes bottom-up research, targeting companies with improving financial trends, competitive advantages, and catalysts for growth.

From a technical perspective, MVPA is currently trading below its 20-day SMA of 34.77 and 50-day SMA of 35.22, but above its 200-day SMA of 32.93, signaling mixed near-term momentum. The funds average trading volume over the past 20 days is 9,569 shares, indicating moderate liquidity. MVPAs ATR of 0.61 reflects relatively low price volatility. With an AUM of $71.63 million, the fund operates with a mid-sized asset base, allowing for flexibility in portfolio adjustments. Over the next three months, MVPA is likely to face headwinds if the broader market remains range-bound, but its long-term SMA support at 32.93 may act as a floor. The funds moderate volume and low ATR suggest manageable risk, though its mid-sized AUM could limit liquidity during periods of high market stress.