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XXV

Simplify Ancorato Target 25 Distribution ETF
1W: -1.6% 1M: -1.6% 3M: -7.9% YTD: -2.9% 1Y: -37.9% 3Y: -38.1% 5Y: -38.4%
$23.61
+0.08 (+0.34%)
After Hours: $23.80 (+0.19, +0.78%)
ETF AMEX · AUM $43.3M
ETF-Level Metrics
AUM$43M
Holdings1
Top 10 Wt69.6%
Beta0.76
% 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

2 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 1 69.6%
Other 49 30.4%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 50 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 SIMPLIFY E GOVT MONEY MKT ETF SBIL 69.56% $37.0M 369,000 $2.8B Financial Services
2 B 6/23/26 Govt Bond 11.18% $5.9M 6,000,000
3 B 05/26/26 Govt Bond 10.28% $5.5M 5,500,000
4 B 4/23/26 Govt Bond 6.56% $3.5M 3,500,000
5 B 5/12/26 Govt Bond 5.61% $3.0M 3,000,000
6 B 5/5/26 Govt Bond 3.00% $1.6M 1,600,000
7 B 7/7/26 Govt Bond 1.49% $791,253 800,000
8 Cash Cash 0.60% $320,955 320,955
9 NDXP US 04/17/26 P22000 Index Private 0.31% $163,680 12
10 NDXP US 04/17/26 P21000 Index Private 0.07% $36,875 5
11 AMD 12/11/26 P100/60 EKI NC1 Private -0.02% $-11,170 -150,000
12 PLTR 12/11/26 P100/60 EKI NC1 Private -0.03% $-18,419 -150,000
13 TSLA 12/11/26P100/60 EKI NC1 Private -0.04% $-20,838 -200,000
14 AMD/INTC/NVDA WOF 12/11/26 P100/60 EKI NC1 Private -0.05% $-24,005 -200,000
15 PLTR 12/4/26 P100/60 EKI NC1 Private -0.05% $-24,936 -225,000
16 PLTR 12/4/26 P100/60 EKI NC1 Private -0.05% $-25,337 -280,000
17 TSLA 12/4/26P100/60 EKI NC1 Private -0.06% $-31,252 -300,000
18 COST/W/WMT WOF 12/11/26 P100/50 EKI NC1 Private -0.06% $-31,880 -200,000
19 NFLX 12/24/26 P100/60 EKI NC1 Private -0.07% $-34,703 -1,000,000
20 TSLA 01/22/27 P100/60 EKI NC1 Private -0.07% $-39,645 -500,000
21 AVGO 01/29/27 P100/60 EKI NC1 Private -0.08% $-41,881 -1,000,000
22 NM1 META 03/05/27 P100/60 EKI NC1 Private -0.09% $-48,102 -1,000,000
23 AVGO 02/26/27 P100/60 EKI NC1 Private -0.09% $-50,040 -1,000,000
24 AVGO 03/12/27 P100/60 EKI NC1 Private -0.13% $-71,262 -1,000,000
25 ADBE 01/08/27 P100/60 EKI NC1 Private -0.14% $-73,950 -500,000
26 PLTR 12/31/26 P100/60 EKI NC1 Private -0.16% $-85,599 -1,000,000
27 SMCI 03/12/27 P100/60 EKI NC1 Private -0.18% $-97,100 -1,000,000
28 PLTR 12/24/26 P100/60 EKI NC1 Private -0.18% $-97,725 -750,000
29 AVGO 02/05/27 P100/60 EKI NC1 Private -0.20% $-107,114 -2,000,000
30 META 02/12/27 P100/60 EKI NC1 Private -0.21% $-112,082 -2,000,000
31 TSLA 12/24/26 P100/60 EKI NC1 Private -0.22% $-115,400 -1,000,000
32 PLTR 01/22/27 P100/60 EKI NC1 Private -0.22% $-116,455 -1,250,000
33 BX/KKR WOF 02/26/27 P100/60 EKI NC1 Private -0.24% $-126,500 -1,000,000
34 GS1 SMCI 03/05/27 P100/60 EKI NC1 Private -0.24% $-127,000 -1,250,000
35 TSLA 01/22/27 P100/60 EKI NC1 Private -0.25% $-134,382 -1,500,000
36 COST/W/WMT WOF 11/27/26 P100/50 EKI NC1 Private -0.26% $-138,420 -600,000
37 AMD/INTC/NVDA WOF 02/12/27 P100/60 EKI NC1 Private -0.26% $-139,678 -1,000,000
38 ADBE 12/31/26 P100/60 EKI NC1 Private -0.26% $-140,552 -1,000,000
39 PLTR 12/24/26 P100/60 EKI NC1 Private -0.27% $-142,335 -1,000,000
40 PLTR 12/18/26 P100/60 EKI NC1 Private -0.28% $-151,343 -1,000,000
41 TSLA 12/24/26 P100/60 EKI NC1 Private -0.29% $-153,258 -1,250,000
42 TSLA 12/18/26 P100/60 EKI NC1 Private -0.30% $-161,392 -1,250,000
43 PLTR 01/22/27 P100/60 EKI NC1 Private -0.30% $-161,521 -2,000,000
44 TSLA 12/31/26 P100/60 EKI NC1 Private -0.32% $-167,659 -1,750,000
45 AAPL/GOOGL/MSFT WOF 02/12/27 P100/60 EKI NC1 Private -0.35% $-184,061 -2,000,000
46 AAPL/GOOGL/MSFT WOF 02/05/27 P100/60 EKI NC1 Private -0.36% $-193,000 -2,000,000
47 AMD/INTC/NVDA WOF 02/05/27 P100/60 EKI NC1 Private -0.39% $-204,752 -1,000,000
48 SMCI 02/26/27 P100/60 EKI NC1 Private -0.57% $-303,750 -2,500,000
49 AAPL/GOOGL/MSFT WOF 01/29/27 P100/60 EKI NC1 Private -0.65% $-345,600 -4,000,000
50 AMD 02/05/27 P100/60 EKI NC1 Private -0.66% $-349,955 -3,000,000

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