Morningstar

Aptus Large Cap Upside ETF UPSD

Morningstar Medalist Rating
Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis UPSD

Will UPSD outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UPSD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UPSD 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 UPSD’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aptus Large Cap Upside ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UPSD

More UPSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 121.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RCXTSOA6 TRS 052627

53.08 60M
—

RCXTSOA6 TRS 090826

46.63 53M
—

Apple Inc

5.25 6M
Technology

NVIDIA Corp

4.83 5M
Technology

Microsoft Corp

2.77 3M
Technology

Amazon.com Inc

1.93 2M
Consumer Cyclical

First American Treasury Obligs X

1.92 2M
Cash and Equivalents

Micron Technology Inc

1.85 2M
Technology

Alphabet Inc Class A

1.70 2M
Communication Services

Alphabet Inc Class C

1.67 2M
Communication Services

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