Avantis Inflation Focused Equity ETF AVIE

Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVIE

Will AVIE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings AVIE

  • 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

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