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NXTI

Simplify NEXT Intangible Core Index ETF
1W: -1.1% 1M: -2.3% 3M: -9.6% YTD: -7.5% 1Y: +5.0%
$29.15
-0.49 (-1.64%)
After Hours: $29.13 (-0.02, -0.07%)
ETF CBOE · AUM $34.8M
ETF-Level Metrics
AUM$35M
Holdings200
Top 10 Wt34.0%
Beta1.08
% Profitable88%
Coverage100%
Portfolio Valuation
P/E26.7
P/B4.6
P/S2.7
EV/EBITDA17.6
P/FCF32.1
PEG1.29
Profitability & Returns
Gross Margin34.1%
Net Margin10.2%
ROE17.9%
ROA7.5%
ROIC14.2%
Div Yield1.29%
Leverage & Liquidity
Debt/Equity0.50
Debt/Assets0.21
Net Debt/EBITDA0.3x
Interest Cov12.4x
Current Ratio1.57
Quick Ratio1.31
Growth (YoY)
Revenue+12.3%
Net Income+30.6%
EPS+31.7%
FCF+27.6%
EBITDA+27.6%
Rev CAGR 3Y+9.2%
Quality Scores
Piotroski F6.6
Altman Z15.70
IS Quality72.9
IS Overall61.6
IS Value43.5
Median P/E24.9

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 34 38.7% 17.3
Financial Services 38 12.2% 4.0
Healthcare 21 10.4% 9.7
Industrials 31 9.2% 31.7
Consumer Defensive 14 9.1% 17.2
Consumer Cyclical 21 5.7% 156.9
Communication Services 9 5.5% 90.5
Energy 10 4.1% 27.4
Utilities 8 2.0% 31.5
Real Estate 8 1.6% 323.1
Basic Materials 6 0.9% 17.2
Other 1 0.4%

Smart Money Overlap

24 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WMT Walmart Inc. 4.83% 4 Bullish 21 3 +1.5%
CSCO Cisco Systems, Inc. 4.39% 4 Bullish 5 6 +4.1%
JNJ Johnson & Johnson 4.22% 4 Bullish 12 2 -1.2%
IBM International Business Machines Corporation 3.38% 4 Bullish 10 8 -0.1%
MA Mastercard Incorporated 2.11% 4 Bullish 13 3 -3.2%
MRK Merck & Co., Inc. 2.11% 4 Bullish 11 2 +0.5%
NOW ServiceNow, Inc. 1.73% 4 Bullish 2 12 -4.1%
HD The Home Depot, Inc. 0.95% 4 Bullish 11 11 -1.2%
GEV GE Vernova Inc. 0.89% 4 Bullish 8 7 -0.1%
UNH UnitedHealth Group Incorporated 0.86% 4 Bullish 7 8 -5.2%
FDX FedEx Corporation 0.39% 4 Bullish 6 1 +11.9%
KR The Kroger Co. 0.37% 4 Bullish 12 2 -4.2%
WMB The Williams Companies, Inc. 0.35% 4 Bullish 12 1 +1.9%
CVS CVS Health Corporation 0.32% 4 Bullish 9 2 -0.9%
VRSN VeriSign, Inc. 0.31% 4 Bullish 3 1 +10.0%
KMI Kinder Morgan, Inc. 0.29% 4 Bullish 6 3 +4.7%
SRE Sempra 0.24% 4 Bullish 7 1 +3.2%
AON Aon plc 0.24% 4 Bullish 1 3 +1.8%
TRV The Travelers Companies, Inc. 0.21% 4 Bullish 23 1 -4.5%
WAT Waters Corporation 0.15% 4 Bullish 24 1 -0.7%
Showing 50 of 201 holdings · Page 1 of 5
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 PALANTIR TECHNOLOGIES INC USD 0.001 PLTR 5.13% $1.8M 11,704 209.5 $338.1B Technology
2 WALMART INC WMT 4.83% $1.7M 14,217 44.7 $974.1B Consumer Defensive
3 CISCO SYS INC USD 0.001 CSCO 4.39% $1.6M 19,859 28.5 $324.6B Technology
4 JOHNSON + JOHNSON USD 1.0 JNJ 4.22% $1.5M 6,301 21.7 $576.5B Healthcare
5 BERKSHIRE HATHAWAY INC SH B 0.0033 BRK-B 3.56% $1.3M 2,622 15.1 $1.0T Financial Services
6 INTERNATIONAL BUSINESS MACH USD 0.2 IBM 3.38% $1.2M 4,790 20.9 $226.7B Technology
7 EXXON MOBIL CORP NPV XOM 2.17% $770,397 4,871 25.7 $689.1B Energy
8 MASTERCARD INC MA 2.11% $749,480 1,526 29.0 $446.9B Financial Services
9 MERCK + CO INC NEW USD 0.5 MRK 2.11% $747,325 6,544 16.3 $294.1B Healthcare
10 QUALCOMM INC USD 0.0001 QCOM 2.06% $731,755 5,574 25.3 $139.4B Technology
11 PALO ALTO NETWORKS INC USD 0.0001 PANW 1.90% $673,359 3,967 79.8 $106.6B Technology
12 INTUIT USD 0.01 INTU 1.82% $644,620 1,416 26.9 $120.4B Technology
13 SERVICENOW INC USD 0.001 NOW 1.73% $614,037 5,421 59.3 $108.4B Technology
14 ADOBE SYST COM USD0.0001 ADBE 1.57% $557,413 2,266 13.4 $98.9B Technology
15 COMCAST CORP NEW USD 0.01 CMCSA 1.53% $541,665 18,691 5.2 $104.7B Communication Services
16 SPOTIFY TECHNOLOGY SA EUR 0.000625 SPOT 1.46% $518,226 1,074 38.2 $98.4B Communication Services
17 GE AEROSPACE GE 1.37% $486,114 1,667 34.7 $300.9B Industrials
18 WESTERN DIGITAL CORP USD 0.01 WDC 1.37% $485,854 1,533 25.0 $92.7B Technology
19 DELL TECHNOLOGIES INC USD 0.01 DELL 1.36% $481,723 3,073 19.9 $118.7B Technology
20 SEAGATE TECHNOLOGY HOLD USD 0.00001 STX 1.21% $428,081 985 41.5 $82.6B Technology
21 CADENCE DESIGN SYS INC USD 0.01 CDNS 1.12% $397,187 1,382 66.8 $76.5B Technology
22 CATERPILLAR INC USD 1.0 CAT 1.11% $395,285 574 36.6 $329.1B Industrials
23 LAM RESH CORP USD 0.001 LRCX 1.01% $357,069 1,526 42.7 $264.3B Technology
24 APPLIED MATLS INC USD 0.01 AMAT 0.98% $348,280 975 33.9 $268.7B Technology
25 CLOUDFLARE INC USD 0.001 NET 0.98% $346,650 1,566 -697.0 $73.9B Technology
26 HOME DEPOT INC USD 0.05 HD 0.95% $337,072 1,027 22.6 $327.1B Consumer Cyclical
27 GE VERNOVA INC USD 0.01 GEV 0.89% $314,983 359 47.5 $236.9B Utilities
28 UNITEDHEALTH GROUP INC USD 0.01 UNH 0.86% $305,680 1,090 19.6 $243.3B Healthcare
29 FORTINET I USD 0.001 FTNT 0.86% $305,549 3,676 31.4 $60.3B Technology
30 COCA COLA CO USD 0.25 KO 0.86% $304,769 4,034 24.8 $321.2B Consumer Defensive
31 SNOWFLAKE INC USD 1.0 SNOW 0.85% $303,091 1,728 -39.4 $56.1B Technology
32 AUTODESK I COM USD0.01 ADSK 0.77% $272,910 1,102 43.6 $50.8B Technology
33 ELECTRONIC ARTS INC USD 0.01 EA 0.71% $250,461 1,248 74.3 $50.5B Communication Services
34 AMERICAN EXPRESS CO USD 0.2 AXP 0.70% $249,511 846 18.6 $206.2B Financial Services
35 UBER TECHNOLOGIES INC USD 0.00001 UBER 0.70% $247,944 3,291 14.3 $146.6B Technology
36 CIENA CORP USD 0.01 CIEN 0.68% $239,709 581 247.4 $54.9B Technology
37 HONEYWELL INTL INC USD 1.0 HON 0.66% $235,214 1,027 27.6 $143.1B Industrials
38 PHILIP MORRIS INTL INC NPV PM 0.66% $233,129 1,427 22.4 $252.9B Consumer Defensive
39 BOOKING HLDGS INC USD 0.008 BKNG 0.65% $231,892 54 24.4 $135.8B Consumer Cyclical
40 DATADOG INC USD 0.00001 DDOG 0.62% $221,808 1,707 370.2 $44.0B Technology
41 BLACKROCK INC NEW USD 0.01 BLK 0.58% $207,494 214 26.1 $150.6B Financial Services
42 ROCKWELL AUTOMATION INC USD 1.0 ROK 0.57% $202,055 568 40.1 $39.9B Industrials
43 PEPSICO INC USD 0.017 PEP 0.56% $199,326 1,305 25.4 $206.2B Consumer Defensive
44 WORKDAY INC USD 0.001 WDAY 0.54% $190,066 1,425 46.8 $33.9B Technology
45 TAKE-TWO INTERACTIVE SOFTW USD 0.01 TTWO 0.53% $189,242 938 -8.8 $36.1B Communication Services
46 BLACKSTONE INC USD 0.00001 BX 0.50% $178,942 1,577 27.9 $131.7B Financial Services
47 NIKE INC CLASS B COM NPV NKE 0.48% $169,138 3,165 30.0 $77.0B Consumer Cyclical
48 WELLTOWER COM USD1 WELL 0.47% $167,963 815 144.1 $136.4B Real Estate
49 FAIR ISAAC CORPORATION USD 0.01 FICO 0.47% $165,861 149 36.6 $24.7B Technology
50 NORTHROP GRUMMAN CORP USD 1.0 NOC 0.46% $162,112 227 23.2 $98.2B Industrials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms