AVUS – Avantis US Equity ETF – ETF Stock Quote | Morningstar

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Will AVUS outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVUS’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the AVUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of AVUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Modest value exposure has paid off.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Avantis US Equity is a well-diversified strategy with some mild factor tilts that should help it outperform the Russell 1000 Index.

by Daniel Sotiroff

Rated on May 19, 2024 Published on May 19, 2024

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Current Portfolio Date Oct 4, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 22.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	4.83	348.7 Mil	Technology
Microsoft Corp	3.62	261.1 Mil	Technology
NVIDIA Corp	3.17	229.0 Mil	Technology
Meta Platforms Inc Class A	2.51	181.0 Mil	Communication Services
Amazon.com Inc	2.48	179.2 Mil	Consumer Cyclical
Alphabet Inc Class A	1.57	113.4 Mil	Communication Services
Alphabet Inc Class C	1.30	93.9 Mil	Communication Services
Exxon Mobil Corp	1.17	84.3 Mil	Energy
JPMorgan Chase & Co	1.08	78.1 Mil	Financial Services
Costco Wholesale Corp	0.94	68.2 Mil	Consumer Defensive

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