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EAGL

Eagle Capital Select Equity ETF
1W: -1.3% 1M: -4.8% 3M: -5.5% YTD: -7.3% 1Y: +6.7%
$30.29
-0.35 (-1.14%)
After Hours: $30.17 (-0.12, -0.40%)
ETF AMEX · AUM $3.7B
ETF-Level Metrics
AUM$3.7B
Holdings31
Top 10 Wt0.5%
Beta0.78
% Profitable84%
Coverage1%
Portfolio Valuation
P/E6.0
P/B1.8
P/S2.0
EV/EBITDA15.8
P/FCF9.9
PEG0.50
Profitability & Returns
Gross Margin55.6%
Net Margin32.8%
ROE32.7%
ROA19.5%
ROIC36.3%
Div Yield1.23%
Leverage & Liquidity
Debt/Equity0.25
Debt/Assets0.15
Net Debt/EBITDA-0.5x
Interest Cov54.0x
Current Ratio1.88
Quick Ratio1.74
Growth (YoY)
Revenue+11.7%
Net Income+14.3%
EPS+15.3%
FCF+14.4%
EBITDA+14.6%
Rev CAGR 3Y+8.9%
Quality Scores
Piotroski F6.5
Altman Z5.03
IS Quality74.8
IS Overall61.0
IS Value50.3
Median P/E22.7

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 7 0.2% 32.0
Consumer Cyclical 4 0.1% 23.1
Financial Services 4 0.1% 29.6
Healthcare 5 0.1% 15.2
Communication Services 5 0.1% 18.1
Energy 2 0.1% 16.9
Industrials 2 0.1% 24.5
Basic Materials 1 0.0% 12.8
Consumer Defensive 1 0.0% -174.8
Other 1 —%

Smart Money Overlap

7 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
COP ConocoPhillips 0.07% 4 Bullish 1 3 +18.9%
UNH UnitedHealth Group Incorporated 0.05% 4 Bullish 7 7 -2.0%
MSFT Microsoft Corporation 0.05% 4 Bullish 1 23 -5.0%
AON Aon plc 0.02% 4 Bullish 1 3 +2.4%
HUM Humana Inc. 0.02% 4 Bullish 1 2 -6.2%
NFLX Netflix, Inc. 0.02% 4 Bullish 71 14 -5.4%
MA Mastercard Incorporated 0.01% 4 Bullish 13 3 -4.0%
Showing 32 of 32 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 LONDON STK EXCHANGE GROUP P NPV ADR LSEGY 0.08% $281.7M $59.1B Financial Services
2 CONOCOPHIL COM USD0.01 COP 0.07% $272.9M 1,771,521 19.1 $155.1B Energy
3 AMAZON COM INC USD 0.01 AMZN 0.07% $270.6M 1,041,570 28.3 $2.2T Consumer Cyclical
4 TAIWAN SEMICONDUCTOR M TWD 10.0 ADR TSM 0.05% $199.5M 486,349 27.8 $1.7T Technology
5 UNITEDHEALTH GROUP INC USD 0.01 UNH 0.05% $182.6M 495,630 20.8 $250.1B Healthcare
6 ALPHABET INC CLASS A GOOGL 0.05% $181.9M 662,422 27.5 $3.6T Communication Services
7 MICROSOFT COM USD0.00000625 MSFT 0.05% $175.2M 346,875 23.8 $2.8T Technology
8 SAP SE NPV ADR SAP 0.04% $162.9M 286,692 24.5 $204.8B Technology
9 MERCADOLIBRE INC USD 0.001 MELI 0.04% $149.0M 41.5 $82.9B Consumer Cyclical
10 DANAHER CORP USD 0.01 DHR 0.04% $140.4M 453,573 37.1 $133.9B Healthcare
11 COMCAST CORP NEW USD 0.01 CMCSA 0.04% $135.0M 3,802,277 5.3 $105.7B Communication Services
12 CAPITAL ON COM USD0.01 COF 0.04% $131.7M 606,155 40.0 $112.9B Financial Services
13 WORKDAY INC USD 0.001 WDAY 0.03% $129.4M 583,417 51.3 $36.0B Technology
14 WOODWARD INC USD 0.00292 WWD 0.03% $117.8M 395,350 43.3 $21.2B Industrials
15 LENNAR CORP USD 0.1 LEN 0.03% $116.1M 811,080 12.4 $22.9B Consumer Cyclical
16 AERCAP HOLDINGS NV EUR 0.01 AER 0.03% $114.5M 1,150,262 5.8 $22.4B Industrials
17 ALCOA CORP USD 0.01 AA 0.03% $100.4M 1,460,982 12.8 $14.9B Basic Materials
18 INTUIT USD 0.01 INTU 0.02% $89.2M 46,281 29.3 $126.8B Technology
19 SHELL PLC NPV ADR SHEL 0.02% $88.6M 1,408,726 14.7 $256.0B Energy
20 META PLATFORMS INC USD 0.000006 META 0.02% $88.0M 146,903 24.8 $1.5T Communication Services
21 BAYER A G NPV ADR BAYRY 0.02% $81.0M 8,470,793 -10.4 $43.0B Healthcare
22 AON PLC NPV AON 0.02% $80.5M 206,337 19.0 $70.0B Financial Services
23 ASML HOLDING NV EUR 0.09 ADR ASML 0.02% $76.7M 168,666 45.4 $507.7B Technology
24 LAUDER ESTEE COS INC USD 0.01 EL 0.02% $76.1M 864,612 -174.8 $31.0B Consumer Defensive
25 HUMANA INC USD 0.166667 HUM 0.02% $58.5M 346,696 17.2 $20.5B Healthcare
26 NETFLIX INC USD 0.001 NFLX 0.02% $56.7M 35.4 $389.1B Communication Services
27 ELEVANCE HEALTH INC USD 0.01 ELV 0.01% $49.4M 139,858 11.4 $64.3B Healthcare
28 LIBERTY BROADBAND CORP USD 0.01 LBRDK 0.01% $42.1M 688,306 -2.7 $7.1B Communication Services
29 PTC INC USD 0.01 PTC 0.01% $20.3M 225,188 21.8 $17.8B Technology
30 MASTERCARD INC MA 0.01% $19.2M 29.7 $442.9B Financial Services
31 PULTEGROUP INC USD 0.01 PHM 0.00% $18.0M 123,788 10.0 $22.0B Consumer Cyclical
32 BLACKROCK TREASURY TRUST INSTL 62 Bond —%

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