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Aptus Drawdown Managed Equity ETF ADME

Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis ADME

Will ADME outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Aptus Drawdown Managed Equity ETF to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings ADME

  • Current Portfolio Date
  • Equity Holdings 79
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.42
11,390,300
Technology
7.33
11,257,971
Technology
4.00
6,145,579
Communication Services
3.53
5,414,086
Consumer Cyclical
3.11
4,777,318
Technology
2.01
3,081,258
Energy
1.97
3,030,571
Communication Services
1.86
2,850,877
Basic Materials
1.81
2,780,243
Technology
1.81
2,776,340
Consumer Cyclical