AVDG

$25.75+$0.00 (+0.00%)prev close

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Change$-4.88

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Analyst estimates unavailable for this ticker.

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Avg position size

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of holders' portfolios

13F filers

institutions

Sector

Asset Management

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
AVDGAVDR US LargeCap ESG ETF	$25.75	+0.00%	$9M	—
BKUSBNY Mellon Sustainable US Equity ETF	$46.51	+0.53%	$9M	—
DMRIDeltaShares S&P International Managed Risk ETF	$46.68	-0.98%	$10M	—
IDATiShares Cloud 5G and Tech ETF	$36.73	-0.52%	$9M	—
IEFNiShares Evolved U.S. Financials ETF	$31.00	-0.11%	$9M	—
JHMCJohn Hancock Multifactor Consumer Discretionary ETF	$39.99	+0.86%	$9M	—
LDRSInnovator IBD ETF Leaders ETF	$28.27	-0.53%	$8M	—

Source: Financial Modeling Prep · peers by sector/industry

Fund

The index is a proprietary index that was created by the advisor to seek to provide long-term risk adjusted outperformance of the S&P 500 ESG Index. The fund will generally invest substantially all, but at least 80% of its net assets in component securities of the index. In seeking to track the index, the fund will generally invest in all of the securities comprising the index in proportion to the weightings in the index. The fund is non-diversified.

Expense ratio: 0.60%
Assets: $9M
Holdings: 0
Inception: 2020-12-29
Domicile: US

No constituent disclosure available for this fund yet.

AVDR US LargeCap ESG ETF

This ETF aims to replicate a proprietary index, established by its advisor, designed to deliver long-term, risk-adjusted performance surpassing the S&P 500 ESG Index. The fund typically commits a significant portion, at least 80%, of its net assets to the securities that make up this index. Its strategy involves investing in all component securities, in line with their relative weightings within the index, to effectively track its performance. This investment vehicle is considered non-diversified.

IPO / List date: Dec 29, 2020
HQ: US

Held by traders on TradeandTell

No one on the platform currently holds AVDG.

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in AVDG as of their last filing.

Insider activity (SEC Form 4)

No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded AVDG yet.