AVIE
Avantis Inflation Focused Equity ETF
1W: +0.5%
1M: +3.2%
3M: +6.5%
YTD: +16.9%
1Y: +27.0%
3Y: +42.9%
$77.35
+0.00 (+0.00%)
Pre-Market: $75.39 (-1.96, -2.54%)
Weekly Expected Move ±1.7%
$75
$76
$78
$79
$80
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$7M
Holdings362
Top 10 Wt32.0%
Volume283
Avg Volume1,296
Beta0.30
Portfolio Fundamentals
P/E23.6
P/B3.3
Div Yield1.99%
ROE14.5%
% Profitable67%
Inception2022-09-29
Sector Allocation
Healthcare
28.7%
Energy
28.3%
Consumer Defensive
16.5%
Financial Services
15.3%
Basic Materials
9.6%
Industrials
1.0%
+4 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC CL B COMMON STOCK USD.0033 | BRK-B | 5.16% | $638,105 | 1,300 |
| 2 | EXXONMOBIL HOLDINGS CORP COMMON STOCK | XOM | 4.92% | $607,792 | 3,874 |
| 3 | ELI LILLY + CO COMMON STOCK | LLY | 3.63% | $448,259 | 378 |
| 4 | PROCTER + GAMBLE CO/THE COMMON STOCK | PG | 3.55% | $438,957 | 3,009 |
| 5 | UNITEDHEALTH GROUP INC COMMON STOCK USD.01 | UNH | 2.93% | $361,720 | 854 |
| 6 | CHEVRON CORP COMMON STOCK USD.75 | CVX | 2.90% | $358,316 | 1,843 |
| 7 | JOHNSON + JOHNSON COMMON STOCK USD1.0 | JNJ | 2.41% | $297,383 | 1,147 |
| 8 | PHILIP MORRIS INTERNATIONAL COMMON STOCK | PM | 2.41% | $297,383 | 1,556 |
| 9 | COCA COLA CO/THE COMMON STOCK USD.25 | KO | 2.12% | $262,341 | 3,232 |
| 10 | ABBVIE INC COMMON STOCK USD.01 | ABBV | 1.93% | $238,936 | 930 |