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AVUV

Avantis U.S. Small Cap Value ETF
1W: +4.0% 1M: -2.8% 3M: +6.2% YTD: +7.4% 1Y: +25.0% 3Y: +62.3% 5Y: +63.4%
$110.73
+0.81 (+0.74%)
After Hours: $110.41 (-0.32, -0.29%)
ETF AMEX · AUM $23.7B
ETF-Level Metrics
AUM$23.7B
Holdings788
Top 10 Wt8.7%
Beta1.16
% Profitable76%
Coverage100%
Portfolio Valuation
P/E14.8
P/B0.1
P/S0.8
EV/EBITDA8.5
P/FCF9.9
PEG1.80
Profitability & Returns
Gross Margin62.3%
Net Margin3.8%
ROE0.8%
ROA0.5%
ROIC2.2%
Div Yield1.86%
Leverage & Liquidity
Debt/Equity0.05
Debt/Assets0.04
Net Debt/EBITDA-48.4x
Interest Cov2.1x
Current Ratio6.15
Quick Ratio4.75
Growth (YoY)
Revenue+6.2%
Net Income+18.4%
EPS+19.8%
FCF+29.9%
EBITDA+17.9%
Rev CAGR 3Y+6.2%
Quality Scores
Piotroski F6.1
Altman Z2.21
IS Quality65.5
IS Overall48.5
IS Value66.5
Median P/E11.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 266 25.4% 15.1
Energy 85 20.2% 41.6
Consumer Cyclical 125 18.0% 6.4
Industrials 111 14.1% 57.8
Technology 49 6.0% 12.8
Basic Materials 41 4.6% -5.6
Consumer Defensive 37 4.4% 15.6
Healthcare 44 3.7% 13.6
Communication Services 19 2.4% -79.9
Real Estate 8 0.6% 12.2
Utilities 3 0.3% 43.0
Other 6 0.1%

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
VSAT Viasat, Inc. 1.03% 4 Bullish 6 1 +13.0%
HOG Harley-Davidson, Inc. 0.32% 4 Bullish 3 5 +2.8%
FMC FMC Corporation 0.11% 4 Bullish 3 2 +13.1%
CNS Cohen & Steers, Inc. 0.01% 4 Bullish 24 1 +4.1%
Showing 50 of 794 holdings · Page 1 of 16
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 VIASAT INC COMMON STOCK USD.0001 VSAT 1.03% $230.9M 4,752,814 -19.2 $6.8B Technology
2 FIVE BELOW COMMON STOCK USD.01 FIVE 0.96% $215.9M 1,015,973 35.9 $12.9B Consumer Cyclical
3 SM ENERGY CO COMMON STOCK USD.01 SM 0.96% $215.2M 7,891,090 5.6 $3.6B Energy
4 MATSON INC COMMON STOCK MATX 0.90% $201.4M 1,290,197 11.4 $5.1B Industrials
5 GATX CORP COMMON STOCK USD.625 GATX 0.83% $186.4M 1,131,224 18.3 $6.0B Industrials
6 MACY S INC COMMON STOCK USD.01 M 0.82% $184.6M 10,418,232 7.8 $4.9B Consumer Cyclical
7 ARCHROCK INC COMMON STOCK USD.01 AROC 0.82% $184.3M 5,155,825 19.9 $6.5B Energy
8 CALIFORNIA RESOURCES CORP COMMON STOCK USD.01 CRC 0.81% $182.1M 2,837,048 16.0 $5.9B Energy
9 LEAR CORP COMMON STOCK USD.01 LEA 0.80% $178.6M 1,537,259 14.7 $6.3B Consumer Cyclical
10 LIBERTY ENERGY INC COMMON STOCK LBRT 0.79% $178.4M 5,637,696 31.5 $4.7B Energy
11 MAGNOLIA OIL + GAS CORP A COMMON STOCK USD.0001 MGY 0.79% $178.2M 5,908,072 17.6 $5.7B Energy
12 AVNET INC COMMON STOCK USD1.0 AVT 0.75% $167.6M 2,803,265 24.4 $5.1B Technology
13 DANA INC COMMON STOCK USD.01 DAN 0.73% $163.6M 5,068,511 -142.0 $4.5B Consumer Cyclical
14 AIR LEASE CORP COMMON STOCK USD.01 AL 0.72% $161.5M 2,500,364 6.6 $7.3B Industrials
15 PLEXUS CORP COMMON STOCK USD.01 PLXS 0.72% $161.6M 826,714 32.9 $5.8B Technology
16 NOBLE CORP PLC COMMON STOCK USD.00001 NOBLE.CO 0.69% $155.6M 3,336,459 36.2 $35.3B Energy
17 MURPHY OIL CORP COMMON STOCK USD1.0 MUR 0.68% $152.7M 4,000,841 54.9 $5.7B Energy
18 PEABODY ENERGY CORP COMMON STOCK BTU 0.68% $153.2M 4,224,434 -86.2 $4.6B Energy
19 PATTERSON UTI ENERGY INC COMMON STOCK USD.01 PTEN 0.67% $149.6M 13,925,377 -44.3 $4.1B Energy
20 SKYWEST INC COMMON STOCK SKYW 0.66% $148.0M 1,663,938 8.8 $3.8B Industrials
21 NOV INC COMMON STOCK USD.01 NOV 0.65% $145.3M 7,960,163 49.3 $7.2B Energy
22 CNX RESOURCES CORP COMMON STOCK USD.01 CNX 0.65% $146.9M 3,552,821 8.6 $5.8B Energy
23 CAL MAINE FOODS INC COMMON STOCK USD.01 CALM 0.64% $143.4M 1,713,351 3.3 $3.7B Consumer Defensive
24 VALARIS LTD COMMON STOCK USD.01 VAL 0.59% $131.9M 1,425,500 7.1 $6.9B Energy
25 TELEPHONE AND DATA SYSTEMS COMMON STOCK USD.01 TDS 0.59% $132.6M 3,186,241 -788.1 $4.6B Communication Services
26 TEREX CORP COMMON STOCK USD.01 TEX 0.59% $132.8M 2,261,014 18.1 $4.0B Industrials
27 AXOS FINANCIAL INC COMMON STOCK USD.01 AX 0.58% $130.7M 1,597,734 10.7 $4.9B Financial Services
28 PRICESMART INC COMMON STOCK USD.0001 PSMT 0.58% $131.2M 927,965 30.1 $4.5B Consumer Defensive
29 STONEX GROUP INC COMMON STOCK USD.01 SNEX 0.58% $130.2M 1,245,934 10.6 $6.0B Financial Services
30 WEATHERFORD INTERNATIONAL PL COMMON STOCK USD.001 WFRD 0.57% $126.9M 1,467,764 16.2 $7.0B Energy
31 CABOT CORP COMMON STOCK USD1.0 CBT 0.57% $127.1M 1,870,993 12.3 $3.8B Basic Materials
32 BRIGHTHOUSE FINANCIAL INC COMMON STOCK USD.01 BHF 0.57% $128.3M 2,159,913 8.0 $3.5B Financial Services
33 RADIAN GROUP INC COMMON STOCK USD.001 RDN 0.57% $128.8M 3,931,063 7.8 $4.5B Financial Services
34 RYDER SYSTEM INC COMMON STOCK USD.5 R 0.56% $125.1M 646,401 16.6 $8.0B Industrials
35 ALASKA AIR GROUP INC COMMON STOCK USD.01 ALK 0.56% $126.1M 3,328,005 45.4 $4.5B Industrials
36 CNO FINANCIAL GROUP INC COMMON STOCK USD.01 CNO 0.55% $122.6M 3,052,424 17.8 $3.9B Financial Services
37 ALKERMES PLC COMMON STOCK USD.01 ALKS 0.54% $120.9M 4,443,365 20.0 $4.9B Healthcare
38 BANK OZK COMMON STOCK OZK 0.54% $121.3M 2,772,384 6.9 $5.0B Financial Services
39 INTERNATIONAL SEAWAYS INC COMMON STOCK INSW 0.53% $119.2M 1,719,120 11.2 $3.5B Energy
40 MGIC INVESTMENT CORP COMMON STOCK USD1.0 MTG 0.52% $116.0M 4,497,593 8.0 $5.6B Financial Services
41 TRANSOCEAN LTD COMMON STOCK CHF.1 RIGN.SW 0.52% $117.2M 18,751,326 -2.2 $3.8B Energy
42 SIGNET JEWELERS LTD COMMON STOCK USD.18 SIG 0.51% $115.3M 1,463,482 12.4 $3.7B Consumer Cyclical
43 URBAN OUTFITTERS INC COMMON STOCK USD.0001 URBN 0.51% $114.5M 1,795,624 11.9 $5.5B Consumer Cyclical
44 JACKSON FINANCIAL INC A COMMON STOCK USD.01 JXN 0.51% $114.3M 1,108,654 279.7 $7.6B Financial Services
45 RUSH ENTERPRISES INC CL A COMMON STOCK USD.01 RUSHA 0.51% $113.7M 1,792,967 19.7 $5.2B Consumer Cyclical
46 HELMERICH + PAYNE COMMON STOCK USD.1 HP 0.50% $113.3M 3,132,212 -11.4 $3.6B Energy
47 KODIAK GAS SERVICES INC COMMON STOCK USD.01 KGS 0.50% $112.4M 2,023,438 63.3 $5.1B Energy
48 CHORD ENERGY CORP COMMON STOCK CHRD 0.50% $111.1M 850,804 176.8 $7.9B Energy
49 ABERCROMBIE + FITCH CO CL A COMMON STOCK USD.01 ANF 0.49% $110.9M 1,290,470 8.0 $4.2B Consumer Cyclical
50 AMERICAN EAGLE OUTFITTERS COMMON STOCK USD.01 AEO 0.49% $109.2M 6,333,118 14.6 $2.8B Consumer Cyclical
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms