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Avantis US Large Cap Value ETF AVLV

Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVLV

Will AVLV outperform in future?

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

A different approach to value investing.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Avantis U.S. Large Cap Value pursues stocks trading at lower multiples relative to their profitability. It’s an attractive combination of risk factors that should lead to better risk-adjusted performance than the Russell 1000 Value Index.

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Portfolio Holdings AVLV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

2.91 104.1 Mil
Technology

Meta Platforms Inc Class A

2.72 97.3 Mil
Communication Services

JPMorgan Chase & Co

2.71 96.9 Mil
Financial Services

Exxon Mobil Corp

2.31 82.7 Mil
Energy

Costco Wholesale Corp

2.24 80.2 Mil
Consumer Defensive

Johnson & Johnson

1.83 65.4 Mil
Healthcare

Amazon.com Inc

1.60 57.2 Mil
Consumer Cyclical

Walmart Inc

1.56 55.7 Mil
Consumer Defensive

Applied Materials Inc

1.55 55.3 Mil
Technology

Caterpillar Inc

1.53 54.8 Mil
Industrials