Avantis Inflation Focused Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Avantis Inflation Focused Equity ETF AVIE
Morningstar’s Analysis AVIE
Will AVIE outperform in the 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 32.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 5.34 | 881,816 | Financial Services |
ExxonMobil Holdings Corp | 4.46 | 736,012 | Energy |
Eli Lilly and Co | 3.66 | 605,062 | Healthcare |
Procter & Gamble Co | 3.63 | 598,864 | Consumer Defensive |
UnitedHealth Group Inc | 3.22 | 531,045 | Healthcare |
Chevron Corp | 3.08 | 508,953 | Energy |
Coca-Cola Co | 2.77 | 458,088 | Consumer Defensive |
Philip Morris International Inc | 2.39 | 393,893 | Consumer Defensive |
Johnson & Johnson | 2.33 | 385,090 | Healthcare |
AbbVie Inc | 2.02 | 332,785 | Healthcare |