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AVMC - ETF AI Analysis
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Avantis U.S. Mid Cap Equity ETF (AVMC)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Western Digital and EMCOR Group, have delivered strong year-to-date performance, supporting overall returns.
Broad Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Financials, and Technology, reducing the risk of overexposure to any single industry.
Low Expense Ratio
The ETF has a competitive expense ratio of 0.18%, making it cost-efficient compared to many other funds.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with over 99% exposure, limiting diversification across global markets.
Mixed Performance in Top Holdings
Some top holdings, like United Airlines and Synchrony Financial, have shown weaker year-to-date performance, which could drag on overall returns.
Small Real Estate Exposure
The ETF has minimal exposure to the Real Estate sector, which may limit its ability to benefit from growth in this area.
AVMC vs. SPDR S&P 500 ETF (SPY)
AUM254.83M
RegionNorth America
Expense Ratio0.18%
Beta0.93
IssuerAvantis
Inception DateNov 07, 2023
Dividend Yield1.1%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,113
30 Day Avg. Volume18,450
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
81.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering496
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AVMC Summary
The Avantis U.S. Mid Cap Equity ETF (AVMC) is designed to give investors access to mid-sized companies in the U.S. These companies are often seen as a balance between the growth potential of smaller firms and the stability of larger ones. AVMC includes well-known names like United Airlines and Electronic Arts, and it focuses on industries such as technology, financials, and healthcare. This ETF could be a good choice for someone looking to diversify their portfolio and invest in companies with room to grow. However, new investors should know that mid-cap stocks can be more volatile than large-cap stocks, meaning their prices can rise and fall more dramatically.
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
The Avantis U.S. Mid Cap Equity ETF (AVMC) is leaning heavily into industrials and financials, with names like Rockwell Automation and Synchrony Financial playing steady roles in the fund’s performance. Western Digital is rising on the back of strong demand and strategic initiatives, while Warner Bros. Discovery is showing mixed results, with streaming growth offset by valuation concerns. Airlines like Delta and United are steady contributors, benefiting from operational resilience and travel demand. Overall, the fund’s U.S.-focused mid-cap strategy offers a balanced mix of innovation and stability, though valuation risks in some holdings warrant attention.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Western Digital | 0.71% | $1.80M | $61.39B | 190.97% | 77 Outperform | |
| Warner Bros | 0.68% | $1.72M | $72.44B | 174.48% | 68 Neutral | |
| United Airlines Holdings | 0.66% | $1.68M | $37.17B | 13.82% | 74 Outperform | |
| Synchrony Financial | 0.65% | $1.65M | $31.00B | 28.81% | 72 Outperform | |
| Rockwell Automation | 0.65% | $1.64M | $44.71B | 35.50% | 71 Outperform | |
| Hartford Insurance | 0.62% | $1.58M | $38.93B | 25.90% | 78 Outperform | |
| Carnival | 0.60% | $1.52M | $41.03B | 21.78% | 78 Outperform | |
| Delta Air Lines | 0.60% | $1.51M | $46.33B | 13.72% | 80 Outperform | |
| Targa Resources | 0.59% | $1.50M | $39.44B | 3.28% | 74 Outperform | |
| Comfort Systems | 0.57% | $1.44M | $33.79B | 118.31% | 80 Outperform |
AVMC Technical Analysis
Positive
―
Price Trends
69.57
Positive
69.10
Positive
66.09
Positive
Market Momentum
0.64
Negative
61.29
Neutral
64.77
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 70.90, equal to the 50-day MA of 69.57, and equal to the 200-day MA of 66.09, indicating a bullish trend. The MACD of 0.64 indicates Negative momentum. The RSI at 61.29 is Neutral, neither overbought nor oversold. The STOCH value of 64.77 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
Performance Comparison
AVMC
Avantis U.S. Mid Cap Equity ETF
71.79
7.03
10.86%
AVMV
Avantis U.S. Mid Cap Value ETF
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―
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TMFM
Motley Fool Mid-Cap Growth ETF
―
―
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FRTY
Alger Mid Cap 40 ETF
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―
―
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
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―
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AMID
Argent Mid Cap ETF
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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.
Disclaimer
This 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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