Loading…
Loading…
CGN Advisors LLC decreased its holdings in shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) by 4.3% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm owned 167,793 shares of the company's stock after selling 7,451 shares during the period. Avantis U.S. Mid
CFS Investment Advisory Services LLC raised its stake in shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) by 234.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,173 shares of the company's stock after purchasing an
Elwood and Goetz Wealth Advisory Group LLC boosted its stake in shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) by 929.7% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 345,444 shares of the company's stock after purchasing
Midcaps, especially those with a growth factor skew, are having a strong 2025 so far. Given this, investors may want to consider tilting towards exposure to midcap equities.
AVMC is led by five portfolio managers at Avantis Investors. Their investment objective is to outperform a benchmark like the Russell MidCap Index by emphasizing quality and value. Maintaining adequate diversification is also crucial. With 500+ securities and only about 7% allocated to the top ten, AVMC is designed to replace popular core funds like IWR and IJH. I have AVMC ranked #18/52 overall in the mid-cap blend category for February, primarily due to its solid quality features and attractive value ratios like its 16.99x forward P/E.
The S&P 500 has had an incredible run over the last two years. From the start of 2023 through the end of 2024, the benchmark stock index produced a total return of 58%.
The market narrative has moved on from the election to the season's latest rate cut. Now, with the year in its final stages and investors looking to reshuffle portfolios, surprising equity segments may be rising into view.
Trying to add some more ETF exposure before the year is through? Now may be the time as the yield curve returned to normal earlier this week for the first time in more than two years.
SEC filings for AVMC aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.