Avantis Inflation Focused Equity ETF
AVIE
New York Stock Exchange Arca75.23
USD
+0.89
- -
ISIN
US0250722404
CUSIP
025072240
Return %
Stock
S&P500
1Y
22.48
19.01
3Y
36.96
65.48
5Y
49.33
72.20
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- Max Munn
- Full Time Employees
- 72
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 4500 Main Street Kansas City MO United States of America 64111
- IPO Date
- Sep 29, 2022
- Website
- avantisinvestors.com
- Similar Companies
- Business
- Avantis Inflation Focused Equity ETF (AVIE) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing primarily in a diverse group of U.S. equity securities in market sectors and industry groups expected to benefit from rising inflation or inflation expectations, such as financial services, energy (including oil and gas), metals and mining, healthcare, and consumer staples; within this universe, the fund emphasizes companies trading at attractive valuations with stronger profitability characteristics; it employs an efficient, repeatable portfolio management and trading process designed to enhance returns, reduce unnecessary risks and transaction costs, and fit seamlessly into investors' asset allocations as an inflation-hedging equity strategy. Launched on September 27, 2022, and listed on NYSE Arca, AVIE maintains a net expense ratio of 0.25%, with total assets under management of approximately $6 million as of late 2025; top holdings as of September 30, 2025, include Berkshire Hathaway Inc. (7.26%), Exxon Mobil Corp. (5.16%), Procter & Gamble Co. (3.90%), Eli Lilly & Co. (3.38%), and Chevron Corp. (2.96%), representing about 35% of the portfolio across 352 holdings; sector allocations overweight energy (26.21%), healthcare (27.41%), financials (19.28%), consumer staples (17.17%), and materials (9.11%) relative to the Russell 3000 benchmark. AVIE is issued and managed by Avantis Investors, an investment boutique founded in 2019 and headquartered in Los Angeles, California, as a wholly owned subsidiary of American Century Investments, a global asset manager established in 1958 with over $250 billion in assets and offices worldwide including Kansas City, New York, London, and Hong Kong; Avantis focuses on financial science-driven, low-cost active strategies across equities, fixed income, and real assets for institutional and advisory clients. Recent developments for Avantis Investors, AVIE's sponsor, include surpassing $100 billion in assets under management as of December 2025, up from $75 billion in early 2025 and $50 billion in 2024, fueled by rapid ETF platform expansion with multiple new active ETF launches in 2023-2025 such as AVMC, AVMV, and AVEE; a strategic partnership with FusionIQ announced in December 2023 to distribute Avantis ETFs via the FusionIQ Digital Model Marketplace for advisors; and ongoing recognition as one of the fastest-growing active ETF issuers, with American Century ranking fourth largest in active ETFs.
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