Avantis Total Equity Markets ETF (AVTM)
ARCA ARCA Primary Summary
AVTM Chart
Avantis Total Equity Markets ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 26,974 | $1.26M | $1.48M | $216,331.48 | 17.15% |
Avantis Total Equity Markets ETF (AVTM) FAQ
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Avantis Total Equity Markets ETF Profile
| ARCA Exchange | US Country |
Overview
AVTM is an actively managed fund that specializes in investing in equity securities and exchange-traded funds (ETFs). Its strategy involves creating a diversified basket of equity holdings focused on delivering better risk-adjusted returns compared to passive indices. To achieve this, the fund commits at least 80% of its assets to stocks within the United States, while maintaining minimal exposure to non-US markets. This non-US exposure primarily includes equities from developed and emerging markets, with a particular emphasis on developed countries. The fund's active management approach necessitates that portfolio managers continuously analyze market data to inform their buy, sell, and hold decisions. Factors such as implementation costs, tax consequences, and trading efficiencies are carefully considered during this analysis. To adapt to ever-evolving market conditions, regular rebalancing is implemented, which helps balance risks, manage costs, and reduce tax impacts effectively.
Products and Services
- Actively Managed Equity Fund:
This core product focuses on equity securities, utilizing a rigorous analysis of market conditions to outperform passive benchmarks by selecting stocks based on their risk-adjusted return potential.
- Diversified ETF Holdings:
AVTM incorporates a selection of ETFs into its portfolio to achieve broader market exposure while maintaining liquidity and lower expenses, providing a balanced approach within the investment mix.
- Market Analysis and Research:
Regular analysis of market data enables the portfolio managers to make informed decisions about buying, selling, and holding various securities, adapting to market changes and emerging opportunities.
- Portfolio Rebalancing:
To maintain optimal asset allocation and risk exposure, regular rebalancing of the investment portfolio is conducted, ensuring that the fund remains aligned with its strategic objectives while minimizing costs and tax implications.
- Risk Management Strategies:
AVTM employs sophisticated risk management strategies to monitor and mitigate potential risks associated with market fluctuations, enhancing the fund's overall resilience in various economic environments.
