AVRY

Avory$25.27+0.22 (+0.90%)
AUM $54.2MER 0.89%NAV $25.14Holdings

Price Chart

Key Statistics

Previous Close

$25.05

Day Range

$25.25$25.29

52-Week Range

$20.45$26.52

Avg Volume

4.4K

Dividend Yield

Expense Ratio

0.89%

AUM

$54.2M

Shares Outstanding

2.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology47.11%
Consumer Cyclical20.00%
Communication Services10.22%
Industrials9.12%
Financial Services7.62%
Healthcare4.40%
Utilities1.53%

Country Allocation

CountryWeight %
United States91.08%
Other4.78%
Israel4.15%

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$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

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 59.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1OKTAOkta Inc8.45%32,483$5.6M
2SQBlock Inc7.72%64,269$5.1M
3ZMZoom Communications Inc6.95%47,884$4.6M
4PAYCPaycom Software Inc5.91%18,013$3.9M
5AMZNAmazon.com Inc5.44%14,222$3.6M
6ABNBAirbnb Inc5.40%21,158$3.5M
7METAMeta Platforms Inc5.26%5,368$3.5M
8BXBlackstone Inc5.05%26,438$3.3M
9First American Government Obligations Fund 12/01/20315.03%3,311,179$3.3M
10YOUClear Secure Inc4.60%70,809$3.0M
11OMCLOmnicell Inc4.27%87,011$2.8M
12ZZillow Group Inc3.74%78,579$2.5M
13FWRGFirst Watch Restaurant Group Inc3.69%216,884$2.4M
14SBUXStarbucks Corp2.78%18,463$1.8M
15CRMSalesforce Inc2.75%7,459$1.8M

Detailed Returns

PeriodReturnETF
1D
+0.90%
1W
-3.43%
1M
-4.01%
3M
+7.03%
6M
+16.36%
YTD
-1.77%
1Y
-1.77%
3Y
-1.77%
5Y
-1.77%

Moving Averages

20-Day MA

$25.74

Below 20-Day MA
50-Day MA

$25.31

Below 50-Day MA
200-Day MA

$23.77

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.52

Current Price

$25.27

52-Week Low

$20.45

$20.45$26.52

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricAVRYTechnology(1660 ETFs)Emerging Markets(351 ETFs)
Fund Info
Expense Ratio0.89%0.61%0.62%
AUM$54.2M$6.83B$2.12B
Dividend Yield2.94%3.91%
Avg Volume4.4K432.5K218.2K
Holdings198461
Performance
1-Month Return-2.21%-0.32%-0.15%
6-Month Return+6.72%+8.18%+4.17%
YTD Return+13.83%+12.13%
1-Year Return+27.29%+13.01%

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