Avantis U.S. Large Cap Equity ETF (AVLC)
ARCA ARCA Primary Summary
AVLC Chart
AVLC: Overly Diverse, Factor-Based Fund Doesn't Meet Our High Bar
Initiating coverage on Avantis U.S. Large Cap Equity ETF with a Sell rating. AVLC aims to combine elements of passive and active management, but it looks more like an index fund to us. The portfolio management team is also responsible for overseeing multiple other investment vehicles and strategies, weakening their alignment of interests with AVLC investors.
Avantis U.S. Large Cap Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 83,565 | $6.48M | $7.48M | $996,512.62 | 15.38% |
| RR rosemary richard WCG Wealth Advisors LLC | 30,747 | $2.04M | $2.75M | $715,115.5 | 35.12% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 87,440 | $6.78M | $7.85M | $1.07M | 15.78% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 55,903 | $4.37M | $5.01M | $645,655.35 | 14.79% |
| SE Sima Elimelech Activest Wealth Management | 76 | $5,975.12 | $6,841.52 | $866.4 | 14.5% |
Avantis U.S. Large Cap Equity ETF (AVLC) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Avantis U.S. Large Cap Equity ETF ever had a stock split?
Avantis U.S. Large Cap Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed for investors looking to diversify their portfolios across a broad spectrum of U.S. companies. It targets entities spanning multiple market sectors and industry groups, thereby offering a balanced mix of investment opportunities. By prioritizing securities from companies with strong profitability and superior value characteristics, the fund aims to generate higher returns for its investors. Conversely, it actively avoids or underweights in its portfolio securities from companies exhibiting lower profitability and less appealing value attributes. This selective approach highlights the fund's strategy to enhance shareholder value by focusing on financially sound and undervalued companies.
Products and Services
- Diverse U.S. Company Investments
- High Profitability and Value Focused Securities Selection
- Exclusion of Lower Performance Securities
This product offers investors the opportunity to invest in a wide array of U.S. companies. By covering various market sectors and industry groups, the fund aims to provide a balanced and diversified investment option that caters to different investor preferences and risk tolerances.
With a keen eye on enhancing returns, the fund primarily invests in securities of companies that demonstrate higher levels of profitability and attractive value characteristics. This focus is central to the fund's investment philosophy, aiming to select companies that not only show promise for strong financial performance but also are likely undervalued by the market.
Integral to its strategy, the fund seeks to exclude or significantly underweight securities believed to offer lower returns. This includes companies with poor profitability metrics and unattractive value properties. By omitting these lower-performing investments, the fund strives to reduce potential risks and enhance the overall performance of the investment portfolio.
