The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Aptus Drawdown Managed Equity ETF ADME
Morningstar’s Analysis ADME
Will ADME outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 7.08 | 15.6 Mil | Technology |
NVIDIA Corp | 6.60 | 14.6 Mil | Technology |
Microsoft Corp | 6.39 | 14.1 Mil | Technology |
Alphabet Inc Class C | 3.66 | 8.1 Mil | Communication Services |
Amazon.com Inc | 3.49 | 7.7 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.66 | 5.9 Mil | Communication Services |
Broadcom Inc | 2.32 | 5.1 Mil | Technology |
Exxon Mobil Corp | 1.92 | 4.2 Mil | Energy |
Lockheed Martin Corp | 1.86 | 4.1 Mil | Industrials |
ServiceNow Inc | 1.85 | 4.1 Mil | Technology |