Stock Taper
EXCHANGE TRADED FUND

AVMA

Avantis Moderate Allocation ETF
$72.43 ▲ 0.26%
+$0.19 TODAY

FUND FACTS

Manager Avantis
Assets $91.98M
Expense ratio 0.21%
Inception Jun 27, 2023
Asset class Multi-Asset
Holdings 0
Volume 17.18K
Avg volume 10.31K

ABOUT THIS FUND

The Avantis Moderate Allocation ETF 9 utilizes a strategic investment approach to provide extensive market exposure, with a particular focus on assets anticipated to deliver superior returns. It achieves this by investing in a range of other Avantis exchange-traded funds (ETFs) across both equity and fixed income markets. While it seeks to capture the benefits often found in indexing, like broad diversification, low turnover rates, and clear exposure, it also incorporates an active element, making investment choices informed by current market pricing to add value. The fund is managed through an efficient portfolio and trading process, specifically designed to optimize returns while minimizing unneeded risks and trading costs. Overall, this strategy aims to offer investors an effective and comprehensive allocation across the entire market landscape.

PRICE

$72.43 ▲ UP 0.26% (+$0.19)
$72.36$72.40$72.449:42 AM10:42 AM11:42 AM12:42 PM1:42 PM2:42 PM3:42 PM72.43

HOLDINGS

TOP 0 · 0.00% OF THE FUND
RANK STOCK WEIGHT SHARES VALUE

SECTOR HOLDINGS

TECHNOLOGY IS 20.16% OF THE FUND
Financial Services 20.16%
Technology 20.08%
Industrials 12.76%
Consumer Cyclical 11.48%
Energy 8.62%
Healthcare 6.40%
Communication Services 6.13%
Basic Materials 4.93%
Consumer Defensive 4.51%
Real Estate 3.08%
Utilities 1.84%
Cash & Others 0.01%

BY REGION

UNITED STATES IS 99.90% OF THE FUND
United States 99.90%
— Other 0.10%