Aptus Drawdown Managed Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Aptus Drawdown Managed Equity ETF ADME
Morningstar’s Analysis ADME
Will ADME outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ADME management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ADME’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.65 | 21M | Technology |
Apple Inc | 6.87 | 19M | Technology |
Alphabet Inc Class C | 6.00 | 17M | Communication Services |
Microsoft Corp | 4.74 | 13M | Technology |
Amazon.com Inc | 3.74 | 10M | Consumer Cyclical |
Broadcom Inc | 2.80 | 8M | Technology |
VIX US 07/22/26 C25 | 2.34 | 7M | — |
Meta Platforms Inc Class A | 2.01 | 6M | Communication Services |
Tesla Inc | 1.73 | 5M | Consumer Cyclical |
Visa Inc Class A | 1.67 | 5M | Financial Services |
United States