Avantis Moderate Allocation ETF (AVMA)
ARCA ARCA Primary Summary
AVMA Chart
Avantis Moderate Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TT Tu Tran Crosspoint Financial LLC | 21,170 | $1.36M | $1.53M | $174,025.23 | 12.82% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 3,316 | $222,896 | $241,338.48 | $18,442.48 | 8.27% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 15,414 | $932,529.77 | $1.12M | $189,301.15 | 20.3% |
 Christopher C. Powers Farther Finance Advisors, LLC | 600 | $39,786 | $43,455 | $3,669 | 9.22% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 13,400 | $813,801.4 | $974,448 | $160,646.6 | 19.74% |
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Avantis Moderate Allocation ETF Profile
| ARCA Exchange | US Country |
Overview
The fund operates as a "fund of funds" by investing primarily in a range of Avantis ETFs, designed to create a broadly diversified portfolio that encompasses various equity and fixed income securities. This strategic approach aims not just for diversification but also for the selection or overweighting of securities that are anticipated to produce higher returns or exhibit superior risk characteristics compared to passive, market-cap weighted indices. The management team is tasked with distributing investments across different geographies and styles to maintain the fund's targeted allocation, ensuring a well-rounded investment strategy that caters to a diverse mix of assets.
Products and Services
- Investment in Avantis ETFs
- Broadly diversified basket of equity and fixed income securities
- Allocation across geographies and investment styles
This comprises the core strategy of investing in a varied selection of Avantis ETFs, which in turn invest in a broad basket of equity and fixed income securities. This method allows investors to gain exposure to a wide range of assets through a single investment vehicle, simplifying the investment process while aiming to achieve higher than average returns or better risk-adjusted returns than traditional market-cap weighted indexes.
The selection strategy underpinning the fund focuses on identifying securities expected to outperform or offer better risk characteristics. This involves a thorough analysis and selection process, where securities are chosen based on their potential for higher returns, contributing to the broader objective of achieving significant growth or stable income through diversified investments.
By allocating investments across various geographies and investment styles, the fund aims to capture growth in different markets and sectors. This diversification strategy not only helps in spreading risk but also capitalizes on the potential for higher returns in different areas, thereby optimizing the overall investment portfolio for better performance.
