Avantis Moderate Allocation ETF (AVMA) Price, Holdings, & News

ETF Overview

The Avantis Moderate Allocation ETF (AVMA) is an exchange-traded fund that mostly invests in target risk asset allocation. The fund is an actively managed, asset allocation fund-of-funds that invests with moderate risk in a broad basket of equity and fixed income ETFs. AVMA was launched on Jun 27, 2023 and is managed by American Century Investments.

Key Stats

• Today's Range: $63.32 to $63.37
• 50-Day Range: $60.61 to $63.57
• 52-Week Range: $52.83 to $63.57
• Volume: 489 shs
• Average Volume: 4,445 shs
• Market Capitalization: $37.39 million
• Assets Under Management: $39.57 million
• Dividend Yield: 2.34%
• Net Expense Ratio: 0.21%
• Aggregate Rating: N/A

AVMA ETF - Frequently Asked Questions

How have AVMA shares performed this year?

Avantis Moderate Allocation ETF's stock was trading at $58.14 at the start of the year. Since then, AVMA shares have increased by 9.0% and is now trading at $63.37.

Who are Avantis Moderate Allocation ETF's major shareholders?

Top institutional shareholders of Avantis Moderate Allocation ETF include Vawter Financial Ltd. (1.65%), Integrity Wealth Solutions LLC (1.45%) and Arlington Financial Advisors LLC (0.56%).

How do I buy shares of Avantis Moderate Allocation ETF?

Shares of AVMA stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Avantis Moderate Allocation ETF own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Avantis Moderate Allocation ETF investors own include GitLab (GTLB), Broadwind Energy (BWEN), Dutch Bros (BROS), Vanguard Total International Bond ETF (BNDX), Vanguard Total Bond Market ETF (BND), Avino Silver & Gold Mines (ASM) and Chevron (CVX).

Fund Details

• Issuer: American Century Investments
• Fund Name: Avantis Moderate Allocation ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:AVMA
• Inception Date: 6/27/2023
• Fund Manager: Eduardo Repetto, Mitchell Firestein, Daniel Ong, Ted Randall, Matthew Dubin
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Equity
• Benchmark: N/A
• Category: Asset Allocation
• Focus: Broad Equity
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 24

Fund Statistics

• Assets Under Management: $39.57 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.01%

Administrator, Advisor and Custodian

• Administrator: American Century Services, LLC
• Advisor: American Century Investment Management, Inc.
• Custodian: State Street Bank and Trust Company
• Distributor: Foreside Fund Services, LLC
• Transfer Agent: State Street Bank and Trust Company
• Trustee: N/A
• Lead Market Maker: Citadel

Options

• Optionable: N/A
• Short Interest: 2,600 shs

Miscellaneous

• Outstanding Shares: 590,000
• Beta: 0.71
• Creation Unit: 2,500
• Creation Fee: $75.00