ADME

Aptus Behavioral Momentum ETF

$51.03

+0.00%

Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The Aptus Behavioral Momentum ETF (ADME) seeks to provide long-term capital appreciation by investing in U.S. equities that exhibit positive behavioral momentum characteristics.

Overview

ETF tracking Aptus Behavioral Momentum ETF

Category Growth

Issuer Other

Inception Date 2016-06-09

Market Cap $243.2M

Average Volume N/A

Dividend Yield 0.39%

52-Week Range $40.85 - $52.33

VWAP $50.67

Performance

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Investment Summary

📎 Investment Objective

The Aptus Behavioral Momentum ETF (ADME) seeks to provide long-term capital appreciation by investing in U.S. equities that exhibit positive behavioral momentum characteristics.

🎯 Investment Strategy

The fund uses a quantitative model to identify U.S. stocks that have exhibited positive behavioral momentum, which is based on factors like recent price appreciation, trading volume, and investor sentiment. The portfolio is rebalanced monthly to maintain exposure to these momentum-driven stocks.

✨ Key Features

Focuses on U.S. equities exhibiting positive behavioral momentum
Utilizes a quantitative model to identify and select portfolio holdings
Aims to provide long-term capital appreciation through exposure to momentum-driven stocks
Rebalances portfolio monthly to maintain momentum-based exposure

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market and economic conditions
Momentum investing risk: Momentum-based strategies may underperform the broader market during certain periods
Concentration risk: The fund's focus on a limited number of stocks may make it more volatile than a more diversified fund
Rebalancing risk: Frequent portfolio rebalancing may incur higher transaction costs

👤 Best For

The Aptus Behavioral Momentum ETF may be suitable for investors seeking long-term capital appreciation through exposure to U.S. equities exhibiting positive momentum characteristics. Investors should have a higher risk tolerance and a longer investment horizon to accommodate the fund's focus on momentum-driven stocks.