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PEX

ProShares - Global Listed Private Equity ETF
1W: -3.1% 1M: -10.5% 3M: -13.8% YTD: -14.9% 1Y: -19.0% 3Y: +10.5% 5Y: -3.3%
$21.02
-0.58 (-2.68%)
After Hours: $19.40 (-1.62, -7.71%)
ETF CBOE · AUM $10.6M
ETF-Level Metrics
AUM$11M
Holdings20
Top 10 Wt58.7%
Beta0.78
% Profitable45%
Coverage66%
Portfolio Valuation
P/E10.4
P/B1.0
P/S3.1
EV/EBITDA14.6
P/FCF11.4
PEG0.94
Profitability & Returns
Gross Margin64.9%
Net Margin17.6%
ROE5.7%
ROA1.6%
ROIC4.5%
Div Yield10.24%
Leverage & Liquidity
Debt/Equity0.94
Debt/Assets0.26
Net Debt/EBITDA3.6x
Interest Cov0.1x
Current Ratio0.35
Quick Ratio0.35
Growth (YoY)
Revenue+1.4%
Net Income+23.3%
EPS+19.8%
FCF+31.5%
EBITDA+14.2%
Rev CAGR 3Y+17.3%
Quality Scores
Piotroski F5.1
Altman Z1.34
IS Quality57.1
IS Overall43.6
IS Value72.8
Median P/E9.9

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 18 60.1% 51.0
Other 11 25.9%
Technology 1 10.4% 19.8
Consumer Defensive 1 3.6% -0.0

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 31 of 31 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 3I GROUP PLC III 10.43% $1.0M 26,845 19.8 $185M Technology
2 ARES CAPITAL CORP ARCC 10.18% $1.0M 57,113 9.6 $12.9B Financial Services
3 MAIN STREET CAPITAL CORP MAIN 8.17% $822,691 14,939 9.6 $4.8B Financial Services
4 SOFINA SOF 7.44% $749,421 2,897 $258M Financial Services
5 ONEX CORPORATION Private 6.93% $697,658 9,797
6 GOLUB CAPITAL BDC INC GBDC 4.64% $466,830 38,581 10.0 $3.3B Financial Services
7 HGCAPITAL TRUST PLC Private 4.07% $409,657 75,907
8 HERCULES CAPITAL INC HTGC 3.96% $398,390 28,335 7.5 $2.6B Financial Services
9 FS KKR CAPITAL CORP FSK 3.64% $366,121 36,071 259.4 $2.9B Financial Services
10 EURAZEO SE RF 3.63% $365,162 7,969 10.4 $22.4B Financial Services
11 WENDEL MF 3.61% $363,670 4,242 -0.0 $8M Consumer Defensive
12 SIXTH STREET SPECIALTY LENDI TSLX 3.03% $305,479 17,288 9.8 $1.7B Financial Services
13 HBM HEALTHCARE IVST-A Private 2.67% $269,249 991
14 KINNEVIK AB - B Private 2.34% $235,324 42,963
15 GIMV NV Private 2.20% $221,710 4,291
16 CAPITAL SOUTHWEST CORP CSWC 2.16% $217,306 10,164 12.2 $1.3B Financial Services
17 GOLDMAN SACHS BDC INC GSBD 1.76% $177,340 19,574 8.8 $1.0B Financial Services
18 MOLTEN VENTURES PLC GROW 1.75% $176,565 29,134 371.1 $37M Financial Services
19 MIDCAP FINANCIAL INVESTMENT MFIC 1.70% $171,211 16,431 16.1 $1.0B Financial Services
20 OAKTREE SPECIALTY LENDING CO OCSL 1.68% $168,879 15,666 30.4 $981M Financial Services
21 PROSPECT CAPITAL CORP PSEC 1.55% $156,507 62,106 -5.1 $1.2B Financial Services
22 OAKLEY CAPITAL INVESTMENTS Private 1.51% $151,876 24,096
23 NB PRIVATE EQUITY PARTNERS L Private 1.37% $138,321 7,310
24 SYNCONA LTD Private 1.37% $137,819 109,910
25 BARINGS BDC INC BBDC 1.33% $133,906 16,552 8.4 $852M Financial Services
26 Net Other Assets (Liabilities) Private 1.25% $125,891 125,891
27 NEW MOUNTAIN FINANCE CORP NMFC 1.22% $123,187 16,513 49.3 $771M Financial Services
28 RATOS AB-B SHS Private 1.21% $121,940 32,779
29 PARTNERS GROUP PRIVATE EQUIT PEY 1.13% $114,248 10,768 $1.0B Financial Services
30 SLR INVESTMENT CORP SLRC 1.13% $113,392 8,146 8.3 $772M Financial Services
31 CHRYSALIS INVESTMENTS LTD Private 0.94% $94,325 82,022

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