Total Holdings
106
Portfolio diversification across 106 positions
UPSD
(BATS)Aptus Large Cap Upside ETF
$25.73-- (--)
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UPSD ETF Holdings: Aptus Large Cap Upside ETF
Complete portfolio holdings with allocation weights, sector breakdown, and geographic exposure for this Equity ETF. Analyze fund diversification and concentration.
Inception Date
Nov 19, 2024
1 years old
Expense Ratio
0.79%
Annual management fee
Fund Issuer
Aptus Capital Advisors
BATS
Portfolio Allocations
Distribution breakdown by sector, asset type, and geographic region. Understand the fund's diversification strategy across markets and asset classes.
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Top 23 Holdings by Portfolio Weight
View ticker symbols, company names, asset types, and allocation percentages for each position
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| # | Symbol | Name | Type | Weight |
|---|---|---|---|---|
| 1 |  | Apple Inc. | Stock | 4.95% |
| 2 |  | NVIDIA Corporation | Stock | 4.71% |
| 3 |  | Microsoft Corporation | Stock | 3.55% |
| 4 |  | Amazon.com, Inc. | Stock | 1.95% |
| 5 |  | CME Group Inc. | Stock | 1.57% |
| 6 |  | Johnson & Johnson | Stock | 1.55% |
| 7 |  | McKesson Corporation | Stock | 1.51% |
| 8 |  | Cboe Global Markets, Inc. | Stock | 1.48% |
| 9 |  | Alphabet Inc. | Stock | 1.46% |
| 10 | M MUTF:FXFXX | First American Treasury Obligations Fund | Stock | 1.46% |
| 11 | | Alphabet Inc. | Stock | 1.45% |
| 12 |  | Welltower Inc. | Stock | 1.45% |
| 13 |  | Marathon Petroleum Corporation | Stock | 1.34% |
| 14 |  | Exxon Mobil Corporation | Stock | 1.33% |
| 15 |  | Cencora, Inc. | Stock | 1.32% |
| 16 |  | The Coca-Cola Company | Stock | 1.28% |
| 17 |  | Monster Beverage Corporation | Stock | 1.28% |
| 18 |  | The Hershey Company | Stock | 1.26% |
| 19 |  | AT&T Inc. | Stock | 1.25% |
| 20 |  | PPL Corporation | Stock | 1.23% |
| 21 |  | Philip Morris International Inc. | Stock | 1.21% |
| 22 |  | Altria Group, Inc. | Stock | 1.18% |
| 23 |  | Waste Management, Inc. | Stock | 1.18% |
Frequently Asked Questions About Aptus Large Cap Upside ETF Holdings
What are the top holdings in UPSD?
Aptus Large Cap Upside ETF (UPSD) holds 106 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.
How concentrated is UPSD's portfolio?
Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review UPSD's holdings table to analyze concentration risk.
What is UPSD's sector allocation?
The Sector Allocation chart shows how UPSD distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.
What countries does UPSD invest in?
UPSD's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.
How diversified is UPSD ETF?
UPSD's diversification can be assessed by reviewing its 106 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.