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AVMC - ETF AI Analysis

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AVMC

Avantis U.S. Mid Cap Equity ETF (AVMC)

Rating:71Outperform
Price Target:
AVMC, the Avantis U.S. Mid Cap Equity ETF, earns a solid overall rating driven by strong contributors like Comfort Systems USA and Delta Air Lines, which show robust revenue growth, healthy profitability, and positive earnings call commentary. Other holdings such as Western Digital, Keysight Technologies, and Targa Resources add support through improving financial performance and attractive growth initiatives, though names like Bloom Energy and Cheniere Energy introduce some risk due to leverage, valuation, and weaker technical trends. The main risk factor is that several holdings face valuation and leverage concerns, which could increase volatility if market conditions worsen.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month, three months, and year-to-date, indicating solid recent momentum.
Leading Holdings Performing Well
Several of the largest positions, especially in technology and energy, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across many sectors, with meaningful weights in industrials, financials, technology, and consumer areas, help reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Mid-Cap Focus Risk
Because the fund targets mid-sized companies, it may be more volatile than large-cap funds during market stress.
Single-Country Economic Exposure
The fund’s strong tilt toward the U.S. economy means it could be hit hard if domestic economic conditions weaken.

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

AVMC Summary

AVMC is the Avantis U.S. Mid Cap Equity ETF, which focuses on medium‑sized U.S. companies rather than tracking a specific index. These are firms that are usually past the risky start‑up phase but still have room to grow. The fund spreads your money across many sectors, including industrials, financials, and technology, with holdings like Western Digital and Delta Air Lines. Someone might invest in AVMC to seek long‑term growth and diversification beyond just large, well‑known stocks. A key risk is that mid‑cap stock prices can go up and down significantly with the overall stock market.
How much will it cost me?The Avantis U.S. Mid Cap Equity ETF (AVMC) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed funds because Avantis uses a systematic approach to keep costs down while still managing the fund actively.
What would affect this ETF?The Avantis U.S. Mid Cap Equity ETF (AVMC) could benefit from economic growth and innovation within the U.S. mid-cap sector, particularly in industries like technology and consumer cyclical, which are well-represented in its holdings. However, rising interest rates or economic slowdowns could negatively impact sectors like financials and consumer discretionary, while regulatory changes or geopolitical tensions might affect specific industries or companies within the fund. Overall, the ETF’s focus on mid-cap companies provides a balance of growth potential and stability, but investors should monitor broader economic conditions and sector-specific trends.

AVMC Top 10 Holdings

AVMC is leaning into U.S. mid-cap innovators, with tech and industrial names doing much of the heavy lifting. Western Digital, Teradyne, and Monolithic Power are all rising on AI and chip-related optimism, giving the fund a clear tilt toward the semiconductor and hardware ecosystem. Comfort Systems and Ciena are also pulling their weight, reflecting solid demand in construction services and networking gear. On the flip side, energy plays like Cheniere and Targa are more mixed, occasionally slowing the fund’s stride, while Delta and Fifth Third are steady but not stealing the spotlight.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Western Digital1.22%$4.67M$165.45B988.44%
77
Outperform
Ciena0.85%$3.23M$77.50B633.36%
70
Outperform
Devon Energy0.79%$3.04M$52.59B40.21%
79
Outperform
Comfort Systems0.79%$3.04M$68.73B348.94%
80
Outperform
Flex0.68%$2.58M$52.27B269.46%
74
Outperform
Teradyne0.63%$2.40M$56.32B364.70%
71
Outperform
Delta Air Lines0.60%$2.29M$48.18B51.70%
80
Outperform
Nucor0.58%$2.21M$51.82B97.45%
74
Outperform
Keysight Technologies0.57%$2.17M$61.79B133.78%
77
Outperform
Bloom Energy0.57%$2.17M$74.25B1381.44%
62
Neutral

AVMC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
74.63
Positive
100DMA
74.11
Positive
200DMA
71.38
Positive
Market Momentum
MACD
0.90
Positive
RSI
58.42
Neutral
STOCH
66.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 77.00, equal to the 50-day MA of 74.63, and equal to the 200-day MA of 71.38, indicating a bullish trend. The MACD of 0.90 indicates Positive momentum. The RSI at 58.42 is Neutral, neither overbought nor oversold. The STOCH value of 66.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AVMC.

AVMC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$383.65M0.18%
71
Outperform
$598.90M0.20%
71
Outperform
$320.05M0.55%
67
Neutral
$160.09M0.80%
75
Outperform
$156.22M0.68%
72
Outperform
$104.60M0.52%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AVMC
Avantis U.S. Mid Cap Equity ETF
77.50
15.64
25.28%
AVMV
Avantis U.S. Mid Cap Value ETF
TMVE
Thrivent Mid Cap Value ETF
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
AFMC
First Trust Active Factor Mid Cap ETF
AMID
Argent Mid Cap 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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