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AVIE - ETF AI Analysis

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AVIE

Avantis Inflation Focused Equity ETF (AVIE)

Rating:70Outperform
Price Target:
AVIE, the Avantis Inflation Focused Equity ETF, has a solid overall rating that reflects its mix of financially strong, globally diversified companies. Top holdings like Johnson & Johnson, PepsiCo, Exxon Mobil, and Coca-Cola support the fund’s quality through strong financial performance, positive earnings calls, and strategic initiatives, though some positions such as Philip Morris and Berkshire Hathaway face issues like high leverage, bearish technical trends, or lack of dividends. The main risk is that several large holdings show bearish or mixed technical signals and leverage or cash flow concerns, which could add volatility even though the underlying businesses are generally strong.
Positive Factors
Solid Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum.
Inflation-Resilient Sector Mix
Heavy exposure to energy, health care, and consumer defensive companies can help the fund hold up better when inflation is elevated.
Reasonable Expense Ratio
The fund’s fee is moderate for an actively managed, specialized equity ETF, allowing investors to keep more of their returns.
Negative Factors
Very Small Fund Size
With relatively low assets under management, the ETF may face higher trading spreads and a greater risk of closure than larger funds.
High U.S. Concentration
Almost all of the portfolio is invested in U.S. stocks, offering little geographic diversification.
Mixed Performance Among Top Holdings
Some of the largest positions, including major financial and health care names, have recently lagged, which can drag on overall returns.

AVIE vs. SPDR S&P 500 ETF (SPY)

AVIE Summary

The Avantis Inflation Focused Equity ETF (AVIE) is a U.S.-focused stock fund that aims to do well when prices in the economy are rising. It doesn’t track a set index, but instead picks companies that may handle inflation better, especially in energy, health care, and consumer staples. Well-known holdings include Berkshire Hathaway, Exxon Mobil, Procter & Gamble, and Coca-Cola. Someone might invest in AVIE to stay in the stock market while trying to protect their money’s buying power and get broad diversification. A key risk is that it can still lose value and move up and down with the overall stock market.
How much will it cost me?The Avantis Inflation Focused Equity ETF (AVIE) has an expense ratio of 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This cost is lower than average for actively managed ETFs because it focuses on inflation-conscious equity investments while maintaining broad market exposure.
What would affect this ETF?The Avantis Inflation Focused Equity ETF (AVIE) could benefit from rising inflation, as its focus on companies with strong pricing power and fundamentals may help it perform well in such environments. Positive trends in sectors like Health Care and Energy, which make up a significant portion of its holdings, could also drive growth. However, economic slowdowns or regulatory changes affecting key sectors like Energy or Financials, as well as declining inflation concerns, could negatively impact its performance.

AVIE Top 10 Holdings

AVIE leans heavily into U.S. energy and health care, with Exxon and Chevron doing much of the heavy lifting as oil names keep climbing. On the defensive side, consumer staples like Coca-Cola and Philip Morris are steadily pulling their weight, helping smooth out bumps. Health care giant UnitedHealth is another bright spot, rising nicely and reinforcing the fund’s inflation-hedge theme. The main drag comes from Berkshire Hathaway and a softer patch for staples like Procter & Gamble, which have been losing a bit of steam and slightly tempering overall momentum.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Berkshire Hathaway B5.32%$551.88K$1.05T-4.47%
66
Neutral
Exxon Mobil4.93%$510.64K$642.14B49.65%
74
Outperform
Procter & Gamble3.66%$378.92K$336.34B-13.90%
69
Neutral
Eli Lilly & Co3.16%$327.65K$1.00T46.85%
72
Outperform
Chevron2.89%$299.94K$381.25B40.20%
71
Outperform
UnitedHealth2.81%$291.35K$352.79B31.43%
72
Outperform
Philip Morris2.49%$257.78K$294.55B5.44%
61
Neutral
Johnson & Johnson2.17%$225.16K$564.11B52.91%
78
Outperform
Coca-Cola2.13%$221.28K$350.57B13.51%
75
Outperform
PepsiCo2.05%$212.89K$205.79B16.41%
78
Outperform

AVIE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
72.98
Positive
100DMA
71.79
Positive
200DMA
67.38
Positive
Market Momentum
MACD
0.50
Negative
RSI
55.98
Neutral
STOCH
57.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVIE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 73.98, equal to the 50-day MA of 72.98, and equal to the 200-day MA of 67.38, indicating a bullish trend. The MACD of 0.50 indicates Negative momentum. The RSI at 55.98 is Neutral, neither overbought nor oversold. The STOCH value of 57.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AVIE.

AVIE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$10.50M0.25%
70
Outperform
$96.55M0.65%
71
Outperform
$96.52M0.89%
71
Outperform
$92.64M0.85%
74
Outperform
$91.03M0.75%
69
Neutral
$86.46M0.52%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AVIE
Avantis Inflation Focused Equity ETF
74.32
14.90
25.08%
YALL
God Bless America ETF
BAMD
Brookstone Dividend Stock ETF
STNC
Stance Equity ESG Large Cap Core ETF
SOVF
Sovereign's Capital Flourish Fund
RFDA
RiverFront Dynamic US Dividend Advantage ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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