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LKOR

FlexShares Credit-Scored US Long Corporate Bond Index Fund
1W: -1.5% 1M: -4.0% 3M: -3.1% YTD: -1.9% 1Y: +1.8% 3Y: +10.0% 5Y: -6.5%
$41.22
-0.39 (-0.93%)
After Hours: $41.19 (-0.04, -0.09%)
ETF CBOE · AUM $43.5M
ETF-Level Metrics
AUM$44M
Holdings1
Top 10 Wt7527.9%
Beta1.92
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 682 100.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 682 holdings · Page 1 of 14
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 CASH Cash 3.00% $1.1M 1,061,247
2 BURLINGTON NORTHERN SANTA FE LLC CALLABLE BOND Bond 1.27% $447,947 505,000
3 MCDONALD'S CORP CALLABLE MEDIUM TERM NOTE FIXED Bond 1.24% $439,740 500,000
4 ENTERPRISE PRODUCTS OPERATING LLC CALLABLE NOTES Bond 1.01% $358,198 410,000
5 VERIZON COMMUNICATIONS INC CALLABLE NOTES FIXED Bond 0.87% $307,069 366,000
6 META PLATFORMS INC CALLABLE NOTES FIXED 5.6% Bond 0.78% $274,287 290,000
7 COMCAST CORP CALLABLE NOTES FIXED 5.35% Bond 0.75% $266,374 300,000
8 BURLINGTON NORTHERN SANTA FE LLC CALLABLE NOTES Bond 0.71% $252,703 290,000
9 ALTRIA GROUP INC NOTES FIXED 5.375% 31/JAN/2044 Bond 0.70% $246,869 265,000
10 ALPHABET INC CALLABLE NOTES FIXED 5.3% 15/MAY/2065 Bond 0.70% $246,551 270,000
11 VISA INC CALLABLE NOTES FIXED 4.3% 14/DEC/2045 USD Bond 0.61% $216,718 255,000
12 TOTALENERGIES CAPITAL SA CALLABLE NOTES FIXED Bond 0.60% $213,197 225,000
13 HSBC HOLDINGS PLC NOTES FIXED 5.25% 14/MAR/2044 Bond 0.60% $212,904 225,000
14 DUKE ENERGY CORP CALLABLE NOTES FIXED 3.75% Bond 0.60% $211,102 285,000
15 MARSH & MCLENNAN COS INC CALLABLE NOTES FIXED Bond 0.59% $208,000 220,000
16 AT&T INC CALLABLE NOTES FIXED 6.05% 15/AUG/2056 Bond 0.59% $206,923 210,000
17 BAT CAPITAL CORP CALLABLE NOTES FIXED 4.39% Bond 0.58% $204,810 225,000
18 CHARTER COMMUNICATIONS OPERATING LLC / CHARTER Private 0.54% $191,898 250,000
19 META PLATFORMS INC CALLABLE NOTES FIXED 5.75% Bond 0.53% $187,499 200,000
20 EXXON MOBIL CORP CALLABLE NOTES FIXED 3.452% Bond 0.51% $180,995 255,000
21 GOLDMAN SACHS GROUP INC/THE CALLABLE NOTES Bond 0.50% $177,630 200,000
22 HOME DEPOT INC/THE CALLABLE NOTES FIXED 5.4% Bond 0.49% $173,755 175,000
23 CISCO SYSTEMS INC CALLABLE NOTES FIXED 5.5% Bond 0.49% $171,706 170,000
24 AMAZON.COM INC CALLABLE NOTES FIXED 4.25% Bond 0.48% $170,646 220,000
25 WELLS FARGO & CO CALLABLE MEDIUM TERM NOTE Bond 0.47% $167,285 190,000
26 PHILIP MORRIS INTERNATIONAL INC NOTES FIXED 4.125% Bond 0.47% $166,358 200,000
27 BANK OF AMERICA CORP CALLABLE NOTES FIXED 7.75% Bond 0.45% $160,240 135,000
28 BARRICK NORTH AMERICA FINANCE LLC CALLABLE NOTES Bond 0.43% $153,230 150,000
29 BERKSHIRE HATHAWAY ENERGY CO CALLABLE NOTES FIXED Bond 0.42% $149,731 205,000
30 APPLE INC CALLABLE NOTES FIXED 4.1% 08/AUG/2062 Bond 0.42% $149,484 195,000
31 OKLAHOMA GAS AND ELECTRIC CO CALLABLE NOTES FIXED Bond 0.42% $147,072 155,000
32 VERIZON COMMUNICATIONS INC CALLABLE NOTES FIXED 6% Bond 0.41% $145,832 150,000
33 CISCO SYSTEMS INC CALLABLE NOTES FIXED 5.3% Bond 0.41% $145,559 155,000
34 EXXON MOBIL CORP CALLABLE NOTES FIXED 4.327% Bond 0.41% $145,334 175,000
35 ALPHABET INC CALLABLE NOTES FIXED 5.7% 15/NOV/2075 Bond 0.41% $144,886 150,000
36 PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP Private 0.41% $144,231 147,000
37 ABBOTT LABORATORIES CALLABLE NOTES FIXED 4.9% Bond 0.40% $142,680 155,000
38 JPMORGAN CHASE & CO CALLABLE NOTES VARIABLE Bond 0.40% $142,558 185,000
39 ATMOS ENERGY CORP CALLABLE NOTES FIXED 5.5% Bond 0.40% $140,618 140,000
40 ORACLE CORP CALLABLE NOTES FIXED 3.95% 25/MAR/2051 Bond 0.38% $135,657 210,000
41 HARTFORD INSURANCE GROUP INC/THE CALLABLE NOTES Bond 0.38% $133,293 130,000
42 COCA-COLA CO/THE CALLABLE NOTES FIXED 5.4% Bond 0.38% $133,125 140,000
43 CISCO SYSTEMS INC CALLABLE NOTES FIXED 5.9% Bond 0.38% $132,940 125,000
44 T-MOBILE USA INC CALLABLE NOTES FIXED 3.6% Bond 0.38% $132,788 205,000
45 AON NORTH AMERICA INC CALLABLE NOTES FIXED 5.75% Bond 0.37% $130,162 135,000
46 COCA-COLA CO/THE CALLABLE NOTES FIXED 4.2% Bond 0.36% $128,038 155,000
47 ENERGY TRANSFER LP CALLABLE NOTES FIXED 6.25% Bond 0.36% $127,176 130,000
48 AMAZON.COM INC CALLABLE NOTES FIXED 5.55% Bond 0.36% $126,716 135,000
49 HCA INC CALLABLE NOTES FIXED 6% 01/APR/2054 USD Bond 0.36% $125,844 130,000
50 MICROSOFT CORP CALLABLE NOTES FIXED 2.675% Bond 0.35% $125,400 225,000
1 2 3 ... 14 Next →

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