ACIOAptus Collared Investment Opportunity ETF

Grow my money Get income#618 of 1640 for Get income

Seeks current income and capital appreciation.

APTUS ETFs · Since 2019 (6 years)

Annual Cost

0.79%

#3848 out of 5,332 ETFs

Fund Size

$2.1B

#639 out of 5,332 ETFs

Dividend Yield

0.42%

Track Record

6 years

#1966 out of 5,332 ETFs

Performance

1 Year

+18.2%

3 Years

+15.5%

5 Years

+9.7%

What's inside

Asset class

equity

Region

north america

Strategy

active selection

Asset allocation

Stocks

98.4%

Other

1.0%

Cash

0.6%

Sector breakdown

Technology

32.9%

Financial Services

12.6%

Communication

10.7%

Consumer Cyclical

10.1%

Healthcare

9.5%

Industrials

8.3%

Consumer Defensive

5.3%

Energy

4.1%

Other

6.5%

Top holdings

NVIDIA CorpNVDA7.6%

Apple IncAAPL6.7%

Alphabet Inc Class CGOOG5.4%

Microsoft CorpMSFT4.9%

Amazon.com IncAMZN3.6%

Broadcom IncAVGO2.6%

Meta Platforms Inc Class AMETA2.2%

Tesla IncTSLA1.9%

JPMorgan Chase & CoJPM1.7%

Risk profile

Volatility (1Y)

8.7%

Moderate

Max drawdown

-14.2%

Worst peak-to-trough loss

Sharpe (3Y)

1.14

Excellent risk-adjusted returns

Sortino (3Y)

1.67

Good downside protection

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