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AVMC

Avantis U.S. Mid Cap Equity ETF
1W: -0.2% 1M: -5.4% 3M: +1.0% YTD: +1.0% 1Y: +18.1%
$72.76
+0.13 (+0.18%)
After Hours: $65.81 (-6.95, -9.56%)
Weekly Expected Move ±2.4%
$68 $69 $71 $73 $74
ETF AMEX · AUM $314.6M
ETF-Level Metrics
AUM$315M
Holdings598
Top 10 Wt6.8%
Beta1.09
% Profitable86%
Coverage100%
Portfolio Valuation
P/E22.3
P/B3.0
P/S1.6
EV/EBITDA12.6
P/FCF18.4
PEG1.52
Profitability & Returns
Gross Margin29.5%
Net Margin6.4%
ROE11.9%
ROA2.7%
ROIC9.4%
Div Yield1.41%
Leverage & Liquidity
Debt/Equity0.91
Debt/Assets0.21
Net Debt/EBITDA1.3x
Interest Cov3.3x
Current Ratio0.90
Quick Ratio0.80
Growth (YoY)
Revenue+9.5%
Net Income+15.5%
EPS+16.4%
FCF+30.8%
EBITDA+11.9%
Rev CAGR 3Y+6.9%
Quality Scores
Piotroski F6.4
Altman Z4.67
IS Quality68.6
IS Overall54.3
IS Value53.9
Median P/E19.8

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 119 18.9% 21.8
Financial Services 102 15.2% 5.9
Technology 82 13.1% 23.4
Consumer Cyclical 78 11.5% 62.5
Healthcare 57 10.1% 16.7
Energy 41 8.7% 16.9
Consumer Defensive 38 7.1% 25.6
Utilities 32 5.8% 19.0
Basic Materials 28 5.6% 8.2
Communication Services 22 3.0% 2.4
Real Estate 2 0.6% 26.6
Other 4 0.1%

Smart Money Overlap

34 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
OXY Occidental Petroleum Corporation 0.62% 4 Bullish 1 2 +36.1%
FITB Fifth Third Bancorp 0.52% 4 Bullish 2 1 +4.5%
KR The Kroger Co. 0.49% 4 Bullish 12 2 -3.5%
OKE ONEOK, Inc. 0.46% 4 Bullish 3 1 +5.8%
STT State Street Corporation 0.44% 4 Bullish 1 1 +2.9%
EXC Exelon Corporation 0.42% 4 Bullish 8 1 +0.6%
MTB M&T Bank Corporation 0.37% 4 Bullish 12 1 -4.5%
BE Bloom Energy Corporation 0.36% 4 Bullish 8 4 +0.1%
DOW Dow Inc. 0.33% 4 Bullish 11 1 +28.3%
HAL Halliburton Company 0.33% 4 Bullish 16 1 +6.5%
CRS Carpenter Technology Corporation 0.27% 4 Bullish 10 5 +17.2%
ATO Atmos Energy Corporation 0.27% 4 Bullish 1 1 +1.9%
WAT Waters Corporation 0.26% 4 Bullish 24 1 +0.6%
LH Labcorp Holdings Inc. 0.26% 4 Bullish 11 7 -2.8%
PEG Public Service Enterprise Group Incorporated 0.25% 4 Bullish 17 1 -4.4%
VRSK Verisk Analytics, Inc. 0.23% 4 Bullish 12 1 +1.4%
HUM Humana Inc. 0.21% 4 Bullish 1 2 -1.8%
IP International Paper Company 0.20% 4 Bullish 8 1 -2.4%
FCNCA First Citizens BancShares, Inc. 0.20% 4 Bullish 9 1 +5.7%
LULU Lululemon Athletica Inc. 0.20% 4 Bullish 12 1 -1.9%
Showing 50 of 605 holdings · Page 1 of 13
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WESTERN DIGITAL CORP COMMON STOCK USD.01 WDC 0.95% $3.0M 10,073 26.7 $100.0B Technology
2 CIENA CORP COMMON STOCK USD.01 CIEN 0.79% $2.5M 6,004 277.0 $63.3B Technology
3 COMFORT SYSTEMS USA INC COMMON STOCK USD.01 FIX 0.71% $2.2M 1,563 48.9 $50.0B Industrials
4 TERADYNE INC COMMON STOCK USD.125 TER 0.68% $2.2M 6,903 87.4 $48.5B Technology
5 CHENIERE ENERGY INC COMMON STOCK USD.003 LNG 0.68% $2.2M 7,799 11.3 $60.5B Energy
6 TARGA RESOURCES CORP COMMON STOCK USD.001 TRGP 0.66% $2.1M 8,574 28.5 $52.5B Energy
7 OCCIDENTAL PETROLEUM CORP COMMON STOCK USD.2 OXY 0.62% $2.0M 31,731 27.1 $62.1B Energy
8 DELTA AIR LINES INC COMMON STOCK USD.0001 DAL 0.57% $1.8M 26,828 8.7 $43.6B Industrials
9 KEYSIGHT TECHNOLOGIES IN COMMON STOCK USD.01 KEYS 0.56% $1.8M 6,123 52.3 $50.0B Technology
10 HARTFORD INSURANCE GROUP INC COMMON STOCK USD.01 HIG 0.54% $1.7M 12,618 9.9 $38.0B Financial Services
11 TARGET CORP COMMON STOCK USD.0833 TGT 0.54% $1.7M 14,241 13.8 $54.6B Consumer Defensive
12 FIFTH THIRD BANCORP COMMON STOCK FITB 0.52% $1.7M 35,355 12.4 $31.5B Financial Services
13 WARNER BROS DISCOVERY INC COMMON STOCK WBD 0.51% $1.6M 59,044 93.0 $67.8B Communication Services
14 ROCKWELL AUTOMATION INC COMMON STOCK USD1.0 ROK 0.50% $1.6M 4,320 41.6 $41.0B Industrials
15 DEVON ENERGY CORP COMMON STOCK USD.1 DVN 0.49% $1.5M 31,622 11.6 $30.7B Energy
16 KROGER CO COMMON STOCK USD1.0 KR 0.49% $1.5M 21,890 44.8 $45.8B Consumer Defensive
17 EBAY INC COMMON STOCK USD.001 EBAY 0.49% $1.5M 16,585 20.9 $42.6B Consumer Cyclical
18 TECHNIPFMC PLC COMMON STOCK USD1.0 FTI 0.49% $1.5M 22,180 30.9 $28.4B Energy
19 ENTERGY CORP COMMON STOCK USD.01 ETR 0.49% $1.6M 13,669 29.3 $52.0B Utilities
20 EQT CORP COMMON STOCK EQT 0.49% $1.6M 25,441 18.3 $37.3B Energy
21 UNITED AIRLINES HOLDINGS INC COMMON STOCK USD.01 UAL 0.48% $1.5M 16,126 9.0 $29.9B Industrials
22 NUCOR CORP COMMON STOCK USD.4 NUE 0.47% $1.5M 8,509 22.7 $39.3B Basic Materials
23 EMCOR GROUP INC COMMON STOCK USD.01 EME 0.47% $1.5M 1,952 26.8 $33.9B Industrials
24 MONOLITHIC POWER SYSTEMS INC COMMON STOCK USD.001 MPWR 0.47% $1.5M 1,327 88.1 $54.9B Technology
25 ONEOK INC COMMON STOCK USD.01 OKE 0.46% $1.5M 16,651 16.4 $55.6B Energy
26 VALERO ENERGY CORP COMMON STOCK USD.01 VLO 0.46% $1.5M 6,079 31.5 $73.0B Energy
27 UNITED RENTALS INC COMMON STOCK USD.01 URI 0.44% $1.4M 1,924 18.6 $46.1B Industrials
28 FLEX LTD COMMON STOCK FLEX 0.44% $1.4M 20,190 30.3 $25.4B Technology
29 CARNIVAL CORP COMMON STOCK USD.01 0EV1.L 0.44% $1.4M 52,238 11.4 $34.2B Consumer Cyclical
30 STATE STREET CORP COMMON STOCK USD1.0 STT 0.44% $1.4M 10,864 12.4 $36.0B Financial Services
31 WASTE CONNECTIONS INC COMMON STOCK WCN.TO 0.44% $1.4M 8,585 39.3 $59.3B Industrials
32 MARTIN MARIETTA MATERIALS COMMON STOCK USD.01 MLM 0.44% $1.4M 2,335 31.7 $36.0B Basic Materials
33 CBRE GROUP INC A COMMON STOCK USD.01 CBRE 0.44% $1.4M 10,409 35.1 $40.7B Real Estate
34 AMERICAN INTERNATIONAL GROUP COMMON STOCK USD2.5 AIG 0.44% $1.4M 18,542 13.2 $40.7B Financial Services
35 DR HORTON INC COMMON STOCK USD.01 DHI 0.43% $1.4M 9,853 12.2 $40.7B Consumer Cyclical
36 VULCAN MATERIALS CO COMMON STOCK USD1.0 VMC 0.43% $1.4M 4,889 34.2 $36.5B Basic Materials
37 ARCHER DANIELS MIDLAND CO COMMON STOCK ADM 0.43% $1.4M 18,971 33.1 $35.5B Consumer Defensive
38 ARCH CAPITAL GROUP LTD COMMON STOCK USD.01 ACGL 0.43% $1.4M 14,382 8.1 $34.5B Financial Services
39 ELECTRONIC ARTS INC COMMON STOCK USD.01 EA 0.43% $1.4M 6,748 74.9 $51.0B Communication Services
40 PRUDENTIAL FINANCIAL INC COMMON STOCK USD.01 PRU 0.43% $1.4M 14,039 9.5 $34.0B Financial Services
41 OLD DOMINION FREIGHT LINE COMMON STOCK USD.1 ODFL 0.42% $1.3M 6,583 40.6 $41.4B Industrials
42 EXELON CORP COMMON STOCK EXC 0.42% $1.3M 26,928 18.0 $50.5B Utilities
43 GARMIN LTD COMMON STOCK CHF.1 GRMN 0.42% $1.3M 5,653 27.5 $45.7B Technology
44 SYNCHRONY FINANCIAL COMMON STOCK USD.001 SYF 0.41% $1.3M 18,851 6.9 $24.6B Financial Services
45 SYSCO CORP COMMON STOCK USD1.0 SYY 0.41% $1.3M 18,145 19.0 $34.1B Consumer Defensive
46 TAPESTRY INC COMMON STOCK USD.01 TPR 0.40% $1.3M 8,683 55.2 $28.9B Consumer Cyclical
47 NORTHERN TRUST CORP COMMON STOCK USD1.666666 NTRS 0.40% $1.3M 9,004 15.4 $26.4B Financial Services
48 WABTEC CORP COMMON STOCK USD.01 WAB 0.40% $1.3M 5,007 37.0 $43.4B Industrials
49 JABIL INC COMMON STOCK USD.001 JBL 0.40% $1.3M 4,600 35.4 $28.7B Technology
50 DOLLAR GENERAL CORP COMMON STOCK USD.875 DG 0.39% $1.2M 10,410 17.4 $26.4B Consumer Defensive
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms