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Avantis Moderate Allocation ETF 9 (AVMA) ETF Holdings & Analysis
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What AVMA does
The Avantis Moderate Allocation ETF 9 utilizes a strategic investment approach to provide extensive market exposure, with a particular focus on assets anticipated to deliver superior returns. It achieves this by investing in a range of other Avantis exchange-traded funds (ETFs) across both equity and fixed income markets. While it seeks to capture the benefits often found in indexing, like broad diversification, low turnover rates, and clear exposure, it also incorporates an active element, making investment choices informed by current market pricing to add value. The fund is managed through an efficient portfolio and trading process, specifically designed to optimize returns while minimizing unneeded risks and trading costs. Overall, this strategy aims to offer investors an effective and comprehensive allocation across the entire market landscape.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| AVANTIS US EQUITY ETF AVANTIS U.S. EQUITY ETF | 28.55% | |
| AVANTIS CORE FIXED INCOME ETF AVANTIS CORE FIXED INCOME | 17.68% | |
| AVANTIS US LARGE CAP VALUE ETF AVANTIS US LARGE CAP VALUE | 10.23% | |
| AVANTIS CREDIT ETF AVANTIS CREDIT ETF | 7.96% | |
| AVANTIS SHORT TERM FIXED INCOM AVANTIS SHORT TERM FIXED INC | 7.91% | |
| AVANTIS INTERNATIONAL EQUITY E AVANTIS INTERNATIONAL EQUITY | 7.01% | |
| AVANTIS EMERGING MARKETS EQUIT AVANTIS EMERGING MARKETS EQ | 4.46% | |
| AVANTIS INTERNATIONAL LARGE CA AVANTIS INT LRG CAP VAL ETF | 3.67% | |
| AVANTIS US SMALL CAP EQUITY ET AVANTIS US SMALL CAP EQUITY | 2.42% | |
| AVANTIS U.S. SMALL CAP VALUE E AVANTIS US SMALL CAP VALUE | 2.35% |
Sector allocation
| Basic Materials | 4.73% |
| Communication Services | 6.06% |
| Consumer Cyclical | 11.74% |
| Consumer Defensive | 4.62% |
| Energy | 8.46% |
| Financial Services | 20.23% |
| Healthcare | 6.25% |
| Industrials | 13.01% |
| Real Estate | 3.19% |
| Technology | 19.76% |
| Utilities | 1.95% |
Geographic allocation
| United States | 99.91% |
| Other | 0.09% |
PortView Portfolio Insights
PortView analyzes how AVMA fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does AVMA track?
- AVMA is the Avantis Moderate Allocation ETF 9, a Other ETF.
- What is the expense ratio of AVMA?
- Expense ratio data for AVMA is shown on the page when available from our data provider.
- What are the largest holdings in AVMA?
- Top holdings include AVUS, AVIG, AVLV, AVGB, AVSF.
- How can PortView analyze AVMA overlap with other ETFs?
- PortView computes the holdings overlap between AVMA and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.