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AVLCAvantis U.S. Large Cap Equity E

Grow my money#559 of 2944 for Grow my money

Seeks long-term capital appreciation.

Avantis Investors · Since 2023 (2 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$998M

#1013 out of 5,332 ETFs

Dividend Yield

0.91%

Track Record

2 years

#3287 out of 5,332 ETFs

Performance

1 Year

+36.2%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large
Factor
multifactor

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Technology
27.8%
Financial Services
14.2%
Industrials
11.3%
Consumer Cyclical
11.1%
Communication
9.4%
Healthcare
8.4%
Energy
7.5%
Consumer Defensive
5.1%
Other
5.3%

Top holdings

Apple IncAAPL5.0%
NVIDIA CorpNVDA4.8%
Microsoft CorpMSFT3.9%
Amazon.com IncAMZN3.5%
Alphabet Inc Class AGOOGL2.3%
Meta Platforms Inc Class AMETA2.1%
Alphabet Inc Class CGOOG1.8%
Broadcom IncAVGO1.7%
Exxon Mobil CorpXOM1.4%
JPMorgan Chase & CoJPM1.3%

Risk profile

Volatility (1Y)

13.0%

Moderate

Max drawdown

-19.6%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05