International equities has been a key segment for investors over the last year. U.S. investors, concerned by domestic concentration risk and drawn to positive trends abroad, have flocked to international ETFs.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TD Teresa Douberly Ridgeline Wealth LLC | 83,825 | $5.57M | $7.03M | $1.45M | 26.07% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 28,513 | $1.88M | $2.38M | $505,187.76 | 26.93% |
| BV Belena Vincetti Fortis Capital Advisors LLC | 13,617 | $1.07M | $1.14M | $71,353.39 | 6.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,320 | $98,732 | $110,325.6 | $11,593.6 | 11.74% |
| ARCA Exchange | US Country |
The fund operates as a “fund of funds,” positioning itself as an investment solution that aims to achieve its financial objectives by strategically investing in a selection of other Avantis exchange-traded funds (ETFs), known as the underlying funds. This methodological approach allows the fund to cover a wide spectrum of equity securities, emphasizing a diversified investment portfolio that prioritizes securities believed to offer higher returns or more favorable risk attributes compared to traditional passive, market-capitalization weighted indices. This investment strategy is designed for investors looking for an efficient way to gain broad market exposure while attempting to enhance returns or manage portfolio risk more effectively.
The fund's primary service is its unique investment approach which involves allocating capital across various Avantis ETFs. These ETFs comprise a diversified collection of equity securities, each selected based on a strategic assessment of their potential to outperform passive, market-cap weighted benchmarks. The selection process emphasizes not only higher expected returns but also superior risk characteristics, making it an attractive option for investors looking for diversified yet focused exposure to the equity market.
Through its underlying investments, the fund offers investors access to a broadly diversified equity portfolio. This diversification spans across different sectors, geographical regions, and market capitalizations, aiming to reduce unsystematic risk while capturing the growth and value presented across the global equity markets. Such an approach is beneficial for investors seeking a balanced and diversified investment strategy that mitigates risk while pursuing growth.