Morningstar

Aptus Drawdown Managed Equity ETF ADME

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

Morningstar’s Analysis ADME

Will ADME 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 ADME’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ADME

More ADME Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.95 25M
Technology

Apple Inc

7.61 24M
Technology

Microsoft Corp

5.93 18M
Technology

Alphabet Inc Class C

5.09 16M
Communication Services

Amazon.com Inc

3.76 12M
Consumer Cyclical

Broadcom Inc

2.46 8M
Technology

Meta Platforms Inc Class A

2.06 6M
Communication Services

Visa Inc Class A

1.98 6M
Financial Services

Tesla Inc

1.75 5M
Consumer Cyclical

JPMorgan Chase & Co

1.68 5M
Financial Services

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