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DIVS

SmartETFs Dividend Builder ETF
1W: +0.4% 1M: -8.6% 3M: -2.5% YTD: -1.9% 1Y: +6.6% 3Y: +39.7%
$30.55
+0.04 (+0.15%)
After Hours: $32.95 (+2.39, +7.82%)
Weekly Expected Move ±2.1%
$28 $29 $30 $30 $31
ETF AMEX · AUM $45.0M
ETF-Level Metrics
AUM$45M
Holdings38
Top 10 Wt60.9%
Beta0.76
% Profitable74%
Coverage170%
Portfolio Valuation
P/E5.1
P/B1.6
P/S1.9
EV/EBITDA15.7
P/FCF7.9
PEG0.68
Profitability & Returns
Gross Margin61.0%
Net Margin38.0%
ROE34.7%
ROA18.9%
ROIC37.2%
Div Yield2.57%
Leverage & Liquidity
Debt/Equity0.33
Debt/Assets0.19
Net Debt/EBITDA-0.4x
Interest Cov49.0x
Current Ratio2.05
Quick Ratio1.88
Growth (YoY)
Revenue+11.4%
Net Income+26.6%
EPS+26.9%
FCF+11.7%
EBITDA+18.9%
Rev CAGR 3Y+8.1%
Quality Scores
Piotroski F6.5
Altman Z3.83
IS Quality75.7
IS Overall58.8
IS Value48.5
Median P/E25.3

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 8 42.5% 31.6
Industrials 7 38.5% 27.1
Technology 5 29.2% 34.8
Consumer Defensive 5 28.7% 25.0
Other 7 26.8%
Healthcare 4 23.0% 41.7
Communication Services 1 5.7% 11.0
Consumer Cyclical 1 5.5% 14.6

Smart Money Overlap

8 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JNJ Johnson & Johnson 6.17% 4 Bullish 12 2 +0.4%
AVGO Broadcom Inc. 6.14% 4 Bullish 1 10 -2.2%
ETN Eaton Corporation plc 6.14% 4 Bullish 10 9 -3.0%
ABBV AbbVie Inc. 6.12% 4 Bullish 15 1 -4.0%
CSCO Cisco Systems, Inc. 6.11% 4 Bullish 5 6 +0.1%
AJG Arthur J. Gallagher & Co. 5.91% 4 Bullish 19 1 -4.3%
CME CME Group Inc. 5.75% 4 Bullish 13 1 +2.5%
EMR Emerson Electric Co. 5.30% 4 Bullish 10 1 +3.0%
Showing 38 of 38 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 DEUTSCHE BOERSE AG DB1.DE 6.21% $2.3M 8,008 23.3 $46.8B Financial Services
2 JOHNSON & JOHNSON JNJ 6.17% $2.3M 9,448 22.0 $585.7B Healthcare
3 RELX PLC Private REL 6.15% $2.3M 69,940
4 BROADCOM INC AVGO 6.14% $2.3M 7,386 59.7 $1.5T Technology
5 EATON CORP PLC ETN 6.14% $2.3M 6,358 34.3 $140.1B Industrials
6 ABBVIE INC ABBV 6.12% $2.3M 10,606 88.0 $369.2B Healthcare
7 CISCO SYSTEMS INC CSCO 6.11% $2.3M 29,462 28.2 $312.2B Technology
8 COCA-COLA CO/THE KO 6.08% $2.3M 29,960 25.2 $330.0B Consumer Defensive
9 PAYCHEX INC PAYX 5.95% $2.2M 24,350 20.1 $32.9B Industrials
10 ARTHUR J GALLAGHER & CO AJG 5.91% $2.2M 10,216 37.9 $55.9B Financial Services
11 MONDELEZ INTERNATIONAL INC-A MDLZ 5.88% $2.2M 38,384 30.3 $74.2B Consumer Defensive
12 TEXAS INSTRUMENTS INC TXN 5.79% $2.2M 11,090 35.4 $177.4B Technology
13 PEPSICO INC PEP 5.76% $2.2M 13,916 26.1 $214.6B Consumer Defensive
14 CME GROUP INC CME 5.75% $2.2M 7,272 27.1 $109.4B Financial Services
15 AFLAC INC AFL 5.73% $2.1M 19,570 16.1 $57.0B Financial Services
16 DANONE BN 5.72% $2.1M 26,816 78.3 $91.5B Financial Services
17 PUBLICIS GROUPE PUB.PA 5.72% $2.1M 26,078 11.0 $18.2B Communication Services
18 HALEON PLC HLN 5.65% $2.1M 428,330 32.6 $44.3B Healthcare
19 MICROSOFT CORP MSFT 5.65% $2.1M 5,724 23.3 $2.8T Technology
20 NESTLE SA-REG NESN.SW 5.61% $2.1M 21,372 22.3 $201.6B Consumer Defensive
21 TAIWAN SEMICONDUCTOR-SP ADR TSM 5.53% $2.1M 6,102 27.3 $1.8T Technology
22 ANTA SPORTS PRODUCTS LTD 2020.HK 5.52% $2.1M 210,800 14.6 $223.2B Consumer Cyclical
23 ILLINOIS TOOL WORKS ITW 5.44% $2.0M 7,814 24.5 $74.4B Industrials
24 PROCTER & GAMBLE CO/THE PG 5.41% $2.0M 14,052 21.1 $334.4B Consumer Defensive
25 ABB LTD-REG 0NX2.L 5.36% $2.0M 24,724 31.6 $123.7B Industrials
26 EMERSON ELECTRIC CO EMR 5.30% $2.0M 15,068 32.0 $74.1B Industrials
27 BLACKROCK INC BLK 5.24% $2.0M 2,044 27.0 $150.3B Financial Services
28 ASSA ABLOY AB-B Private ASSAB 5.20% $1.9M 53,998
29 OTIS WORLDWIDE CORP OTIS 5.19% $1.9M 25,152 22.1 $30.3B Industrials
30 ROCHE HOLDING AG ROP 5.13% $1.9M 4,838 25.0 $38.5B Industrials
31 SCHNEIDER ELEC SA Private SU.FP 5.10% $1.9M 7,042
32 MEDTRONIC PLC MDT 5.08% $1.9M 22,056 24.1 $111.2B Healthcare
33 ATLAS COPCO AB-A SHS Private ATCOA 4.99% $1.9M 106,338
34 RECKITT BENCKISER GROUP BKT 4.86% $1.8M 26,692 11.2 $258M Financial Services
35 UNILEVER PLC Private ULVR 4.76% $1.8M 32,044
36 CASHUSD USD 3.04% $1.1M 1,140,272 $1.7B Financial Services
37 NET OTHER ASSETS Private 0.58% $218,624 218,624
38 CASHEUR Cash EUR —% $-0

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