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ACSI

American Customer Satisfaction ETF
1W: -0.3% 1M: -4.8% 3M: -3.7% YTD: -3.3% 1Y: +9.2% 3Y: +53.3% 5Y: +47.1%
$64.87
+0.17 (+0.26%)
After Hours: $66.88 (+2.00, +3.09%)
Weekly Expected Move ±2.0%
$61 $62 $63 $64 $66
ETF CBOE · AUM $105.8M
ETF-Level Metrics
AUM$106M
Holdings36
Top 10 Wt45.3%
Beta0.90
% Profitable89%
Coverage97%
Portfolio Valuation
P/E27.0
P/B8.6
P/S4.2
EV/EBITDA17.8
P/FCF31.9
PEG4.11
Profitability & Returns
Gross Margin42.5%
Net Margin15.5%
ROE35.1%
ROA9.4%
ROIC23.7%
Div Yield1.76%
Leverage & Liquidity
Debt/Equity0.72
Debt/Assets0.20
Net Debt/EBITDA0.5x
Interest Cov10.6x
Current Ratio1.23
Quick Ratio1.16
Growth (YoY)
Revenue+10.7%
Net Income+14.7%
EPS+17.5%
FCF+37.8%
EBITDA+17.7%
Rev CAGR 3Y+6.1%
Quality Scores
Piotroski F7.0
Altman Z4.44
IS Quality71.6
IS Overall56.7
IS Value49.8
Median P/E26.2

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Consumer Cyclical 9 24.2% 31.9
Communication Services 5 15.4% 16.9
Technology 3 12.5% 29.7
Consumer Defensive 3 12.4% 42.1
Financial Services 4 9.6% 21.8
Healthcare 3 8.5% 30.6
Industrials 3 7.3% 24.1
Utilities 3 3.9% 26.7
Energy 1 3.4% 64.4
Other 2 2.8%

Smart Money Overlap

9 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CVS CVS Health Corporation 4.39% 4 Bullish 26 2 +2.3%
SCHW The Charles Schwab Corporation 4.23% 4 Bullish 12 3 +1.5%
LB LandBridge Company LLC 3.43% 4 Bullish 3 2 +51.8%
UNH UnitedHealth Group Incorporated 2.08% 4 Bullish 7 5 -1.7%
HUM Humana Inc. 2.05% 4 Bullish 1 2 -1.8%
T AT&T Inc. 2.03% 4 Bullish 28 5 -2.3%
DIS The Walt Disney Company 2.00% 4 Bullish 29 3 +0.3%
ATO Atmos Energy Corporation 1.29% 4 Bullish 1 1 +1.9%
JPM JPMorgan Chase & Co. 1.27% 4 Bullish 14 9 +0.2%
Showing 36 of 36 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Apple Inc. AAPL 7.26% $4.9M 42,922 32.0 $3.8T Technology
2 The Hershey Company HSY 4.78% $3.2M 21,474 47.5 $41.8B Consumer Defensive
3 PepsiCo, Inc. PEP 4.47% $3.0M 24,024 26.1 $214.6B Consumer Defensive
4 Comcast Corporation CMCSA 4.45% $3.0M 61,999 5.1 $101.8B Communication Services
5 CVS Health Corporation CVS 4.39% $3.0M 41,103 52.8 $93.5B Healthcare
6 The Charles Schwab Corporation SCHW 4.23% $2.9M 45,057 18.8 $166.6B Financial Services
7 Nordstrom, Inc. JWN 4.08% $2.8M 88,168 19.2 $4.1B Consumer Cyclical
8 Alphabet Inc. GOOG 4.03% $2.7M 1,249 27.0 $3.6T Communication Services
9 FedEx Corporation FDX 3.92% $2.6M 10,573 19.6 $86.3B Industrials
10 Amazon.com, Inc. AMZN 3.66% $2.5M 846 28.9 $2.3T Consumer Cyclical
11 NIKE, Inc. NKE 3.61% $2.4M 18,390 29.0 $65.3B Consumer Cyclical
12 L Brands, Inc. LB 3.43% $2.3M 37,301 64.4 $5.5B Energy
13 Costco Wholesale Corporation COST 3.15% $2.1M 6,279 52.7 $450.3B Consumer Defensive
14 Pinterest, Inc. PINS 2.85% $1.9M 29,124 29.1 $12.3B Communication Services
15 Motorola Solutions, Inc. MSI 2.73% $1.8M 9,959 33.9 $73.1B Technology
16 Private BRK/B 2.70% $1.8M 7,630
17 MetLife, Inc. MET 2.53% $1.7M 32,573 13.9 $46.6B Financial Services
18 Microsoft Corporation MSFT 2.51% $1.7M 7,437 23.3 $2.8T Technology
19 Domino's Pizza, Inc. DPZ 2.48% $1.7M 4,254 21.0 $12.5B Consumer Cyclical
20 Levi Strauss & Co. LEVI 2.25% $1.5M 64,692 12.8 $7.5B Consumer Cyclical
21 General Motors Company GM 2.12% $1.4M 27,604 20.1 $67.7B Consumer Cyclical
22 Hilton Worldwide Holdings Inc. HLT 2.11% $1.4M 13,355 49.4 $70.9B Consumer Cyclical
23 Starbucks Corporation SBUX 2.11% $1.4M 14,673 75.1 $103.0B Consumer Cyclical
24 UnitedHealth Group Incorporated UNH 2.08% $1.4M 4,045 20.9 $251.7B Healthcare
25 Humana Inc. HUM 2.05% $1.4M 3,644 18.0 $21.4B Healthcare
26 AT&T Inc. T 2.03% $1.4M 55,281 9.3 $198.2B Communication Services
27 The Walt Disney Company DIS 2.00% $1.3M 8,838 14.1 $171.4B Communication Services
28 Etsy, Inc. ETSY 1.79% $1.2M 7,598 31.1 $5.1B Consumer Cyclical
29 Delta Air Lines, Inc. DAL 1.75% $1.2M 30,896 8.7 $43.6B Industrials
30 Southwest Airlines Co. LUV 1.66% $1.1M 24,003 44.0 $18.5B Industrials
31 Capital One Financial Corporation COF 1.53% $1.0M 7,545 40.1 $113.1B Financial Services
32 CenterPoint Energy, Inc. CNP 1.37% $923,870 43,668 27.1 $28.5B Utilities
33 Atmos Energy Corporation ATO 1.29% $869,922 10,237 24.6 $31.3B Utilities
34 JPMorgan Chase & Co. JPM 1.27% $856,435 6,483 14.4 $794.5B Financial Services
35 NextEra Energy, Inc. NEE 1.22% $822,717 12,982 28.5 $194.1B Utilities
36 Private Cash&Other 0.11% $74,179 86,387

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms