AVRY

Avory$25.48-0.19 (-0.74%)
AUM $54.2MER 0.89%NAV $25.14Holdings

Price Chart

Key Statistics

Previous Close

$25.67

Day Range

$25.48$25.64

52-Week Range

$20.45$26.28

Avg Volume

6.5K

Dividend Yield

Expense Ratio

0.89%

AUM

$54.2M

Shares Outstanding

2.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology44.88%
Consumer Cyclical21.52%
Communication Services10.42%
Industrials9.93%
Financial Services6.78%
Healthcare4.74%
Utilities1.73%

Country Allocation

CountryWeight %
United States95.78%
Israel4.04%
Other0.18%

Fund Information

Issuer
Avory
Category
Technology
Inception Date
Jan 22, 2026
Exchange
BATS
Description
The Fund seeks to achieve long-term capital appreciation. The Fund will typically hold 2030 positions and will invest primarily in the securities of U.S. companies with a market capitalization of greater than $500 million, though it may also invest in foreign companies, including companies in emerging markets.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$889.43B
SPYState Street SPDR S&P 500 ETF$820.11B
QQQInvesco QQQ Trust, Series 1$485.37B

The Avory Foundational ETF (AVRY) is an exchange-traded fund issued by Avory that launched on Jan 22, 2026. It currently manages $54.2M in assets under management. The fund charges an expense ratio of 0.89%. It falls under the Technology category.

Top 10 holdings represent 58.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1SQBlock Inc7.73%64,269$5.2M
2ZMZoom Communications Inc7.64%47,884$5.1M
3OKTAOkta Inc6.54%32,483$4.4M
4PAYCPaycom Software Inc6.12%18,013$4.1M
5ABNBAirbnb Inc5.87%21,158$3.9M
6BXBlackstone Inc5.61%26,438$3.7M
7AMZNAmazon.com Inc5.55%14,222$3.7M
8OMCLOmnicell Inc4.64%87,011$3.1M
9YOUClear Secure Inc4.56%70,809$3.0M
10METAMeta Platforms Inc4.40%5,368$2.9M
11XMTRXometry Inc4.32%34,606$2.9M
12ZZillow Group Inc4.22%78,579$2.8M
13FWRGFirst Watch Restaurant Group Inc4.11%216,884$2.7M
14SBUXStarbucks Corp2.88%18,463$1.9M
15PATHUiPath Inc2.55%106,480$1.7M

Detailed Returns

PeriodReturnETF
1D
-0.74%
1W
+1.33%
1M
+3.79%
3M
+5.60%
6M
+13.85%
YTD
-0.78%
1Y
-0.78%
3Y
-0.78%
5Y
-0.78%

Moving Averages

20-Day MA

$25.47

Above 20-Day MA
50-Day MA

$24.73

Above 50-Day MA
200-Day MA

$23.60

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.28

Current Price

$25.48

52-Week Low

$20.45

$20.45$26.28

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricAVRYTechnology(1499 ETFs)Emerging Markets(351 ETFs)
Fund Info
Expense Ratio0.89%0.60%0.62%
AUM$54.2M$7.66B$2.10B
Dividend Yield3.03%3.91%
Avg Volume6.5K588.2K215.1K
Holdings215461
Performance
1-Month Return+3.62%+4.68%+3.28%
6-Month Return+18.57%+12.96%+7.08%
YTD Return+13.86%+12.64%
1-Year Return+12.60%+12.56%

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