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LCTU

iShares U.S. Carbon Transition Readiness Aware Active ETF
1W: -0.5% 1M: -4.4% 3M: -5.0% YTD: -4.5% 1Y: +14.4% 3Y: +69.2%
$70.81
+0.40 (+0.56%)
After Hours: $71.12 (+0.31, +0.44%)
ETF AMEX · AUM $1.4B
ETF-Level Metrics
AUM$1.4B
Holdings305
Top 10 Wt33.7%
Beta1.04
% Profitable87%
Coverage100%
Portfolio Valuation
P/E33.9
P/B11.4
P/S7.8
EV/EBITDA23.5
P/FCF41.3
PEG1.50
Profitability & Returns
Gross Margin49.5%
Net Margin22.9%
ROE37.1%
ROA11.6%
ROIC32.8%
Div Yield1.20%
Leverage & Liquidity
Debt/Equity0.57
Debt/Assets0.18
Net Debt/EBITDA-0.1x
Interest Cov10.5x
Current Ratio1.08
Quick Ratio1.02
Growth (YoY)
Revenue+17.0%
Net Income+28.0%
EPS+29.0%
FCF+35.0%
EBITDA+26.5%
Rev CAGR 3Y+14.9%
Quality Scores
Piotroski F6.9
Altman Z11.21
IS Quality76.0
IS Overall64.0
IS Value45.6
Median P/E25.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 61 33.0% 56.4
Financial Services 46 12.2% 18.8
Consumer Cyclical 37 9.9% 40.5
Communication Services 19 9.9% 47.4
Healthcare 35 9.5% 22.1
Industrials 47 8.9% 32.9
Consumer Defensive 19 5.0% 16.4
Energy 13 3.6% 12.7
Utilities 11 3.2% 23.8
Real Estate 8 2.5% 44.0
Basic Materials 9 2.0% 16.9
Other 5 0.3%

Smart Money Overlap

51 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 2.50% 4 Bullish 42 14 +0.2%
AVGO Broadcom Inc. 2.20% 4 Bullish 1 10 -0.9%
RTX RTX Corporation 1.28% 4 Bullish 18 3 -0.4%
JPM JPMorgan Chase & Co. 1.24% 4 Bullish 14 9 -3.5%
WMT Walmart Inc. 1.00% 4 Bullish 21 3 +2.2%
MA Mastercard Incorporated 0.96% 4 Bullish 13 3 -2.8%
NFLX Netflix, Inc. 0.95% 4 Bullish 71 13 -5.0%
PEG Public Service Enterprise Group Incorporated 0.76% 4 Bullish 17 1 -5.2%
JNJ Johnson & Johnson 0.67% 4 Bullish 12 2 -0.9%
PFE Pfizer Inc. 0.58% 4 Bullish 11 1 +2.8%
UNH UnitedHealth Group Incorporated 0.53% 4 Bullish 7 8 -4.1%
CAT Caterpillar Inc. 0.51% 4 Bullish 10 6 -4.4%
V Visa Inc. 0.49% 4 Bullish 7 12 -3.7%
BK The Bank of New York Mellon Corporation 0.49% 4 Bullish 11 2 -0.7%
UBER Uber Technologies, Inc. 0.49% 4 Bullish 7 3 -3.8%
SPGI S&P Global Inc. 0.49% 4 Bullish 3 1 +4.8%
COP ConocoPhillips 0.47% 4 Bullish 1 3 +20.9%
GEV GE Vernova Inc. 0.45% 4 Bullish 8 7 +5.7%
DE Deere & Company 0.44% 4 Bullish 10 3 +23.3%
HON Honeywell International Inc. 0.44% 4 Bullish 11 3 -5.8%
Showing 50 of 310 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 7.47% $99.9M 553,977 36.2 $4.3T Technology
2 APPLE INC AAPL 6.92% $92.7M 370,795 31.6 $3.7T Technology
3 MICROSOFT CORP MSFT 3.81% $51.0M 130,208 23.1 $2.8T Technology
4 AMAZON COM INC AMZN 2.77% $37.1M 176,556 29.2 $2.3T Consumer Cyclical
5 ALPHABET INC CLASS A GOOGL 2.61% $34.9M 113,466 26.6 $3.5T Communication Services
6 META PLATFORMS INC CLASS A META 2.50% $33.4M 54,246 24.8 $1.5T Communication Services
7 BROADCOM INC AVGO 2.20% $29.5M 93,417 60.5 $1.5T Technology
8 ALPHABET INC CLASS C GOOG 2.05% $27.4M 89,572 26.6 $3.5T Communication Services
9 TESLA INC TSLA 1.88% $25.2M 64,125 328.7 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC CLASS B BRK-B 1.45% $19.5M 40,192 15.3 $1.0T Financial Services
11 RTX CORP RTX 1.28% $17.2M 83,850 39.0 $261.7B Industrials
12 JPMORGAN CHASE & CO JPM 1.24% $16.6M 57,553 14.4 $796.8B Financial Services
13 ELI LILLY LLY 1.21% $16.2M 17,625 39.9 $865.9B Healthcare
14 BANK OF AMERICA CORP BAC 1.19% $15.9M 338,791 11.8 $356.0B Financial Services
15 ECOLAB INC ECL 1.07% $14.3M 54,453 36.5 $76.1B Basic Materials
16 PROLOGIS REIT INC PLD 1.01% $13.5M 102,949 36.8 $121.2B Real Estate
17 WALMART INC WMT 1.00% $13.4M 110,173 44.8 $981.1B Consumer Defensive
18 PEPSICO INC PEP 0.98% $13.1M 85,598 25.2 $207.5B Consumer Defensive
19 VICI PPTYS INC VICI 0.97% $13.0M 464,042 10.4 $28.9B Real Estate
20 MASTERCARD INC CLASS A MA 0.96% $12.8M 26,275 30.1 $448.7B Financial Services
21 NETFLIX INC NFLX 0.95% $12.7M 134,380 35.5 $391.0B Communication Services
22 AUTODESK INC ADSK 0.92% $12.3M 49,308 44.4 $49.9B Technology
23 GOLDMAN SACHS GROUP INC GS 0.88% $11.8M 14,641 15.3 $252.5B Financial Services
24 PUBLIC SERVICE ENTERPRISE GROUP IN PEG 0.76% $10.1M 120,147 19.2 $40.5B Utilities
25 GILEAD SCIENCES INC GILD 0.74% $9.9M 69,859 20.2 $171.6B Healthcare
26 TJX INC TJX 0.72% $9.6M 62,611 32.7 $177.8B Consumer Cyclical
27 MICRON TECHNOLOGY INC MU 0.69% $9.3M 20,078 17.8 $430.9B Technology
28 EXXON MOBIL CORP XOM 0.67% $9.0M 57,186 24.5 $680.3B Energy
29 JOHNSON & JOHNSON JNJ 0.67% $8.9M 37,668 21.7 $578.2B Healthcare
30 ABBVIE INC ABBV 0.67% $9.0M 43,209 87.3 $366.3B Healthcare
31 ADVANCED MICRO DEVICES INC AMD 0.65% $8.7M 43,612 82.8 $359.1B Technology
32 EVERSOURCE ENERGY ES 0.63% $8.5M 116,539 14.9 $25.2B Utilities
33 GE AEROSPACE GE 0.63% $8.4M 28,003 36.4 $312.8B Industrials
34 LAM RESEARCH CORP LRCX 0.59% $7.9M 35,360 47.3 $291.5B Technology
35 PFIZER INC PFE 0.58% $7.8M 284,772 20.0 $155.3B Healthcare
36 LIVE NATION ENTERTAINMENT INC LYV 0.57% $7.6M 48,597 73.5 $36.0B Communication Services
37 NASDAQ INC NDAQ 0.57% $7.6M 88,565 26.7 $47.8B Financial Services
38 KEYCORP KEY 0.56% $7.4M 390,082 12.0 $21.8B Financial Services
39 APPLIED MATERIAL INC AMAT 0.55% $7.3M 20,943 37.4 $293.1B Technology
40 AMGEN INC AMGN 0.55% $7.3M 20,770 24.7 $190.8B Healthcare
41 CHEVRON CORP CVX 0.54% $7.3M 36,626 33.2 $410.2B Energy
42 COSTCO WHOLESALE CORP COST 0.53% $7.1M 7,295 50.6 $432.5B Consumer Defensive
43 UNITEDHEALTH GROUP INC UNH 0.53% $7.1M 25,017 20.4 $245.6B Healthcare
44 CAPITAL ONE FINANCIAL CORP COF 0.52% $6.9M 38,417 40.8 $115.2B Financial Services
45 REPUBLIC SERVICES INC RSG 0.52% $7.0M 31,389 31.2 $66.7B Industrials
46 CATERPILLAR INC CAT 0.51% $6.8M 9,843 37.8 $336.5B Industrials
47 HOLOGIC INC HOLX 0.51% $6.8M 90,233 31.2 $16.9B Healthcare
48 COLGATE-PALMOLIVE CL 0.50% $6.7M 76,586 32.3 $68.5B Consumer Defensive
49 ANALOG DEVICES INC ADI 0.50% $6.7M 21,593 58.2 $157.2B Technology
50 BANK OF NEW YORK MELLON CORP BK 0.49% $6.6M 57,552 15.0 $82.3B Financial Services
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms