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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.10 15.7 Mil
Technology

Microsoft Corp

6.45 14.2 Mil
Technology

NVIDIA Corp

6.28 13.9 Mil
Technology

Alphabet Inc Class C

3.69 8.1 Mil
Communication Services

Amazon.com Inc

3.55 7.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.63 5.8 Mil
Communication Services

Broadcom Inc

2.26 5.0 Mil
Technology

Exxon Mobil Corp

1.87 4.1 Mil
Energy

Lockheed Martin Corp

1.86 4.1 Mil
Industrials

Caterpillar Inc

1.82 4.0 Mil
Industrials

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