The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Avantis Inflation Focused Equity ETF AVIE
Morningstar’s Analysis AVIE
Will AVIE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 6.43 | 332,456 | Financial Services |
Exxon Mobil Corp | 5.42 | 280,468 | Energy |
Eli Lilly and Co | 4.75 | 245,935 | Healthcare |
UnitedHealth Group Inc | 4.10 | 212,047 | Healthcare |
Procter & Gamble Co | 3.68 | 190,487 | Consumer Defensive |
Coca-Cola Co | 2.63 | 136,126 | Consumer Defensive |
Chevron Corp | 2.60 | 134,346 | Energy |
PepsiCo Inc | 2.45 | 126,484 | Consumer Defensive |
AbbVie Inc | 2.32 | 120,060 | Healthcare |
Philip Morris International Inc | 1.66 | 85,873 | Consumer Defensive |