Avantis US Large Cap Value ETF AVLV

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Morningstar’s Analysis AVLV

Will AVLV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A different approach to value investing.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Avantis US Large Cap Value combines the value and profitability risk factors in an attractive way that should help it outperform most Morningstar Category peers.

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Portfolio Holdings AVLV

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.46791M
Technology

Amazon.com Inc

3.09707M
Consumer Cyclical

Meta Platforms Inc Class A

2.99685M
Communication Services

Eli Lilly and Co

2.83648M
Healthcare

Apple Inc

2.82646M
Technology

JPMorgan Chase & Co

2.73625M
Financial Services

ExxonMobil Holdings Corp

2.30527M
Energy

Micron Technology Inc

2.30526M
Technology

Costco Wholesale Corp

2.22509M
Consumer Defensive

Union Pacific Corp

1.68384M
Industrials

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