NYSE · US Equities - Broad Market & Size · USA
The companies inside AVTM trade 10% above what we estimate they are worth. We could give a verdict on 85% of the fund's weight: 1547 holdings as reported to the SEC at 31 May 2026.
Where the money is: 16% in companies in the buy zone, 10% about fairly valued, 59% overvalued, 15% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.22% a year: on $10,000 held flat that is $220 over 10 years and $440 over 20.