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FRIZ

Franklin Dividend Growth ETF
1W: -0.2% 1M: -5.5% 3M: -5.1% YTD: -4.5%
$24.69
+0.00 (+0.00%)
After Hours: $24.70 (+0.02, +0.07%)
Weekly Expected Move ±1.5%
$23 $24 $24 $25 $25
ETF AMEX · AUM $4.9M
ETF-Level Metrics
AUM$5M
Holdings41
Top 10 Wt39.1%
Beta0.13
% Profitable93%
Coverage97%
Portfolio Valuation
P/E27.9
P/B8.7
P/S5.7
EV/EBITDA19.1
P/FCF31.1
PEG2.17
Profitability & Returns
Gross Margin48.1%
Net Margin20.2%
ROE33.5%
ROA6.6%
ROIC28.3%
Div Yield1.53%
Leverage & Liquidity
Debt/Equity0.96
Debt/Assets0.19
Net Debt/EBITDA0.1x
Interest Cov4.6x
Current Ratio1.78
Quick Ratio1.67
Growth (YoY)
Revenue+10.0%
Net Income+22.7%
EPS+23.3%
FCF+34.7%
EBITDA+17.2%
Rev CAGR 3Y+9.2%
Quality Scores
Piotroski F7.0
Altman Z5.46
IS Quality75.0
IS Overall62.4
IS Value45.9
Median P/E27.5

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 7 21.9% 32.7
Financial Services 7 18.0% 19.8
Healthcare 7 15.6% 29.1
Industrials 5 10.4% 34.0
Consumer Cyclical 6 9.5% 25.8
Consumer Defensive 3 9.0% 30.7
Basic Materials 2 4.9% 32.1
Energy 2 4.2% 23.8
Utilities 2 3.8% 25.4
Other 3 2.7%

Smart Money Overlap

9 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 4.72% 4 Bullish 1 10 -2.2%
JPM JPMorgan Chase & Co. 3.98% 4 Bullish 14 9 +0.2%
WMT Walmart Inc. 3.91% 4 Bullish 22 3 +1.2%
JNJ Johnson & Johnson 2.79% 4 Bullish 12 2 +0.4%
RTX RTX Corporation 2.61% 4 Bullish 18 3 +0.2%
SCHW The Charles Schwab Corporation 2.09% 4 Bullish 12 3 +1.5%
CARR Carrier Global Corporation 1.76% 4 Bullish 10 1 -3.8%
MRK Merck & Co., Inc. 1.63% 4 Bullish 11 2 +2.1%
EOG EOG Resources, Inc. 1.51% 4 Bullish 21 1 +26.6%
Showing 44 of 44 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 MICROSOFT CORP MSFT 6.07% $299,888 803 23.3 $2.8T Technology
2 BROADCOM INC AVGO 4.72% $233,396 742 59.7 $1.5T Technology
3 JPMORGAN CHASE & CO JPM 3.98% $196,670 671 14.4 $794.5B Financial Services
4 APPLE INC AAPL 3.98% $196,547 768 32.0 $3.8T Technology
5 WALMART INC WMT 3.91% $193,213 1,536 45.8 $1.0T Consumer Defensive
6 ELI LILLY & CO LLY 3.86% $190,858 204 40.7 $884.0B Healthcare
7 LINDE PLC LIN.DE 3.61% $178,423 355 33.8 $200.9B Basic Materials
8 VISA INC-CLASS A SHARES V 3.54% $175,066 582 27.7 $580.0B Financial Services
9 JOHNSON & JOHNSON JNJ 2.79% $138,047 568 22.0 $585.7B Healthcare
10 MORGAN STANLEY MS 2.76% $136,462 823 15.4 $263.2B Financial Services
11 IFT - MONEY MARKET PORT Cash 2.71% $134,144 134,144
12 CHEVRON CORP CVX 2.64% $130,325 655 32.2 $397.7B Energy
13 RTX CORP RTX 2.61% $129,106 658 39.2 $263.4B Industrials
14 PROCTER & GAMBLE CO/THE PG 2.59% $128,236 896 21.1 $334.4B Consumer Defensive
15 PARKER HANNIFIN CORP PH 2.55% $126,220 139 32.4 $114.6B Industrials
16 COCA-COLA CO/THE KO 2.54% $125,667 1,638 25.2 $330.0B Consumer Defensive
17 ORACLE CORP ORCL 2.54% $125,740 859 25.8 $421.0B Technology
18 NEXTERA ENERGY INC NEE 2.36% $116,531 1,251 28.5 $194.1B Utilities
19 STRYKER CORP SYK 2.17% $107,419 324 39.1 $126.9B Healthcare
20 ABBOTT LABORATORIES ABT 2.16% $106,676 1,037 27.5 $178.8B Healthcare
21 WW GRAINGER INC GWW 2.10% $103,923 93 31.1 $52.9B Industrials
22 SCHWAB (CHARLES) CORP SCHW 2.09% $103,241 1,101 18.8 $166.6B Financial Services
23 APOLLO GLOBAL MANAGEMENT APO 2.01% $99,440 929 14.5 $62.1B Financial Services
24 AMPHENOL CORP-CL A APH 1.96% $97,024 758 36.7 $157.3B Technology
25 NASDAQ INC NDAQ 1.94% $96,095 1,109 27.6 $49.5B Financial Services
26 MCDONALD'S CORP MCD 1.94% $96,135 313 25.6 $219.2B Consumer Cyclical
27 TEXAS INSTRUMENTS INC TXN 1.90% $94,122 483 35.4 $177.4B Technology
28 CARRIER GLOBAL CORP CARR 1.76% $87,186 1,565 31.3 $46.6B Industrials
29 MARSH & MCLENNAN COS MMC 1.71% $84,686 485 20.4 $89.8B Financial Services
30 MARRIOTT INTERNATIONAL -C MAR 1.67% $82,651 249 34.3 $88.0B Consumer Cyclical
31 MERCK & CO. INC. MRK 1.63% $80,499 666 16.5 $298.8B Healthcare
32 LOWE'S COS INC LOW 1.62% $79,936 346 19.4 $129.7B Consumer Cyclical
33 THERMO FISHER SCIENTIFIC TMO 1.58% $78,142 159 27.5 $182.6B Healthcare
34 CASEY'S GENERAL STORES IN CASY 1.55% $76,572 103 42.4 $27.6B Consumer Cyclical
35 EOG RESOURCES INC EOG 1.51% $74,886 525 15.4 $76.5B Energy
36 EVERGY INC EVRG 1.48% $73,065 882 22.3 $19.1B Utilities
37 DR HORTON INC DHI 1.37% $67,750 485 12.2 $40.7B Consumer Cyclical
38 TRACTOR SUPPLY COMPANY TSCO 1.37% $67,702 1,545 21.1 $23.1B Consumer Cyclical
39 STERIS PLC STE 1.36% $67,144 307 30.4 $21.5B Healthcare
40 CINTAS CORP CTAS 1.34% $66,424 381 36.1 $69.7B Industrials
41 SHERWIN-WILLIAMS CO/THE SHW 1.25% $61,692 194 30.5 $78.8B Basic Materials
42 ACCENTURE PLC-CL A 0Y0Y.L 0.75% $37,246 185 16.2 $126.3B Technology
43 CASH Cash 0.01% $380 380
44 Net Current Assets Private —% $-224 128,119

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