Avantis Inflation Focused Equity ETF (AVIE): ETF
ETF traded on ARCX under symbol AVIE. Quoted in usd.
Avantis Inflation Focused Equity ETF
-0.23%$81.44
ARCX:AVIEEquity
AUM $16.28M·YTD --·Yield --
ARCX:AVIE$81.44-0.23%AUM $16.28MAbout AVIE
The fund invests primarily in a diverse group of U.S. companies in market sectors and industry groups the portfolio managers expect to appreciate in value if the U.S. inflation rate rises or is believed to be rising. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities. The fund may invest in companies of all market capitalizations.
Largest holdings
- BRK-B BERKSHIRE HATHAWAY INC CL B COMMON STOCK USD.00335.70%
- XOM EXXONMOBIL HOLDINGS CORP COMMON STOCK4.15%
- LLY ELI LILLY + CO COMMON STOCK3.95%
- PG PROCTER + GAMBLE CO/THE COMMON STOCK3.86%
- UNH UNITEDHEALTH GROUP INC COMMON STOCK USD.013.14%
- KO COCA COLA CO/THE COMMON STOCK USD.252.95%
- CVX CHEVRON CORP COMMON STOCK USD.752.91%
- PM PHILIP MORRIS INTERNATIONAL COMMON STOCK2.40%
- JNJ JOHNSON + JOHNSON COMMON STOCK USD1.02.39%
- ABBV ABBVIE INC COMMON STOCK USD.012.05%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$111,860
Total Return
+$41,860
(+59.8%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$16.28M
NAV$81.38
Premium/Discount+0.07%
Expense Ratio0.25%
Market Cap--
Shares Outstanding--
Inception DateSep. 27, 2022
Fund Details
IssuerAvantis
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$62.88$84.76
Current: $81.44
Volume
Volume2.55K
Avg Volume2.10K
Vol/Avg1.21x
30d
2.83K
60d
2.40K
90d
2.33K
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