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AVOSAvos Global Equities ETF

Grow my moneyNewRanked #2,194 of 2,992 in this goal

Seeks long term capital appreciation.

By Avos Capital Management, LLC · Launched 2026

Annual Cost

0.64%

#3,346 of 5,854 · average

Fund Size

$107M

#2,921 of 5,854 · mid-size

Return (1Y)Goal

N/A

Track Record

5 months

#5,233 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,855+8.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 47.6% of fundmoderately concentrated

VANGUARD FTSE DEVELOPED ETFVEA
18.0%
Vanguard FTSE Emerging Markets ETFVWO
5.2%
Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend FundDGS
4.9%
WisdomTree Emerging Markets High Dividend FundDEM
4.8%
iShares Core MSCI Emerging Markets ETFIEMG
4.4%
iShares MSCI Brazil ETFEWZ
3.0%
iShares MSCI Taiwan ETFEWT
2.5%
iShares MSCI South Korea ETFEWY
1.6%
iShares Core S&P 500 ETFIVV
1.6%
Cameco CorpCCO CN
1.6%

Asset allocation

Stocks
98.5%
Cash
5.6%
Preferred
0.0%

By sector

Technology
21.2%
Financial Services
18.6%
Industrials
11.7%
Healthcare
8.8%
Communication
8.4%
Consumer Cyclical
8.2%
Energy
7.3%
Basic Materials
6.3%
Other
9.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long term capital appreciation.
Strategy
Actively manages a portfolio of equity securities across global equity markets, investing primarily in U.S. and foreign issuers. Emphasizes diversification across geographies and sectors to identify attractive investment opportunities.
Inception date
March 5, 2026
Fund family
Avos Capital Management, LLC

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Data updated on 2026-08-04