ANEFX
American Funds New Economy A
1W: -0.5%
1M: +0.6%
3M: -2.7%
YTD: +17.2%
1Y: +15.1%
3Y: +98.4%
5Y: +57.7%
$86.75
+0.64 (+0.74%)
Weekly Expected Move ±1.7%
$83
$85
$86
$88
$89
ETF-Level Metrics
AUM$52.0B
Holdings162
Top 10 Wt34.9%
Beta1.28
% Profitable79%
Coverage88%
Portfolio Valuation
P/E8.1
P/B4.9
P/S6.8
EV/EBITDA8.3
P/FCF14.3
PEG0.18
Profitability & Returns
Gross Margin82.3%
Net Margin84.4%
ROE91.2%
ROA66.2%
ROIC51.3%
Div Yield0.96%
Leverage & Liquidity
Debt/Equity0.08
Debt/Assets0.06
Net Debt/EBITDA-0.4x
Interest Cov185.5x
Current Ratio2.57
Quick Ratio2.28
Growth (YoY)
Revenue+42.4%
Net Income+68.5%
EPS+68.3%
FCF+56.3%
EBITDA+56.0%
Rev CAGR 3Y+32.3%
Quality Scores
Piotroski F6.6
Altman Z9.40
IS Quality76.6
IS Overall65.5
IS Value48.6
Median P/E25.1
Sector Breakdown
11 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 46 | 38.9% | -78.2 |
| Industrials | 35 | 14.1% | 29.1 |
| Healthcare | 17 | 9.9% | 20.7 |
| Consumer Cyclical | 16 | 8.1% | 34.8 |
| Other | 20 | 8.0% | — |
| Financial Services | 28 | 7.6% | 22.4 |
| Communication Services | 8 | 6.9% | 8.9 |
| Real Estate | 2 | 3.3% | 55.3 |
| Energy | 4 | 1.3% | 78.8 |
| Consumer Defensive | 4 | 1.3% | 24.6 |
| Basic Materials | 3 | 0.6% | 23.2 |
Smart Money Overlap
5 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| CVNA | Carvana Co. | 0.50% | 4 | Bullish | 2 | 5 | +2.3% |
| IBKR | Interactive Brokers Group, Inc. | 0.44% | 4 | Bullish | 5 | 1 | -2.3% |
| MSCI | MSCI Inc. | 0.11% | 4 | Bullish | 8 | 1 | -4.3% |
| BRO | Brown & Brown, Inc. | 0.10% | 4 | Bullish | 2 | 2 | +1.3% |
| TEAM | Atlassian Corporation | 0.04% | 3 | Bullish | 0 | 2 | +206.5% |
Showing 50 of 183 holdings
· Page 1 of 4
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | MTE.DE | 6.05% | $2.7B | 6,603,591 | 14.3 | $1.1T | Technology |
| 2 | CAPITAL GROUP CENTRAL CASH FUND Cash | — | 5.81% | $2.6B | 26,159,241 | — | — | — |
| 3 | SK HYNIX INC | 000660.KS | 5.15% | $3334.2B | 3,142,500 | 8.0 | $1306.8T | Technology |
| 4 | BROADCOM INC | 1YD.DE | 4.72% | $2.1B | 6,642,691 | 44.1 | $1.5T | Technology |
| 5 | NVIDIA CORP | 0QOJ.L | 3.13% | $1.4B | 7,963,368 | -7.5 | $245M | Real Estate |
| 6 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSMWF | 2.99% | $42.0B | 21,130,000 | — | $447.1B | Technology |
| 7 | MICROSOFT CORP | 4338.HK | 2.96% | $1.3B | 3,395,067 | 11.3 | $24.7T | Technology |
| 8 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSFA.F | 2.78% | $1.3B | 3,337,220 | 29.0 | $2.2T | Technology |
| 9 | ALPHABET INC | GOOGL.SW | 2.68% | $1.2B | 3,865,400 | 16.9 | $3.4T | Communication Services |
| 10 | AMAZON.COM INC | 0R1O.IL | 2.32% | $1.0B | 4,982,952 | 20.0 | $1.7T | Consumer Cyclical |
| 11 | ALPHABET INC | ABEC.F | 2.11% | $951.5M | 3,055,362 | 16.9 | $3.6T | Communication Services |
| 12 | ELI LILLY AND CO | LLY.SW | 1.67% | $752.1M | 714,957 | 38.2 | $851.6B | Healthcare |
| 13 | MERCADOLIBRE INC | MLB1.DE | 1.60% | $722.3M | 410,961 | 46.2 | $75.9B | Consumer Cyclical |
| 14 | AIRBUS SE | AIR.PA | 1.52% | $579.6M | 3,146,002 | 25.2 | $149.8B | Industrials |
| 15 | VERTEX PHARMACEUTICALS INC | VX1.DE | 1.46% | $656.2M | 1,320,751 | 29.1 | $113.3B | Healthcare |
| 16 | CIENA CORP | 0HYA.L | 1.35% | $606.8M | 1,740,050 | 84.7 | $54.9B | Technology |
| 17 | VISA INC | 3V64.DE | 1.22% | $550.2M | 1,718,610 | 30.6 | $596.0B | Financial Services |
| 18 | WESTERN DIGITAL CORP | 0QZF.L | 1.22% | $548.5M | 1,960,961 | 15.3 | $144.3B | Technology |
| 19 | ARGENX SE | ARGNF | 1.22% | $547.3M | 713,694 | 33.3 | $58.2B | Healthcare |
| 20 | TRANSDIGM GROUP INC | 0REK.L | 1.20% | $541.7M | 415,809 | 33.1 | $61.2B | Industrials |
| 21 | META PLATFORMS INC | FB2A.DE | 1.03% | $462.5M | 713,542 | 27.1 | $1.7T | Communication Services |
| 22 | SHOPIFY INC | 0DK7.L | 1.02% | $457.0M | 3,785,136 | 16.9 | $362M | Financial Services |
| 23 | ADYEN NV | ADYEN.AS | 0.99% | $378.0M | 379,966 | 24.1 | $27.1B | Technology |
| 24 | APPLOVIN CORP | APP | 0.97% | $436.6M | 1,004,158 | 20.5 | $90.1B | Technology |
| 25 | 3I GROUP PLC | TGOPF | 0.92% | $305.7M | 9,202,959 | 4.8 | $33.6B | Financial Services |
| 26 | LUMENTUM HOLDINGS INC | 0JVV.L | 0.92% | $411.9M | 587,697 | -11.7 | $78.0B | Technology |
| 27 | BAE SYSTEMS PLC | BA.L | 0.91% | $305.5M | 14,466,864 | 27.4 | $56.3B | Industrials |
| 28 | CHIPOTLE MEXICAN GRILL INC | 0HXW.L | 0.91% | $409.4M | 10,999,858 | 29.7 | $42.2B | Consumer Cyclical |
| 29 | SIEMENS AG | SIE.DE | 0.88% | $337.1M | 1,362,490 | 26.9 | $210.5B | Industrials |
| 30 | IONIS PHARMACEUTICALS INC | 0JDI.L | 0.85% | $383.3M | 4,723,802 | -12.6 | $7.1B | Healthcare |
| 31 | ILLUMINA INC | ILU.DE | 0.83% | $373.3M | 2,776,202 | 25.9 | $18.8B | Healthcare |
| 32 | DEERE & CO | DCO.DE | 0.83% | $372.4M | 591,329 | 38.1 | $161.7B | Industrials |
| 33 | PHILIP MORRIS INTERNATIONAL INC | PMI.SW | 0.76% | $340.1M | 1,820,283 | 26.9 | $249.4B | Consumer Defensive |
| 34 | GE VERNOVA INC | GEV | 0.72% | $325.7M | 372,856 | 28.0 | $263.3B | Industrials |
| 35 | QUANTA SERVICES INC | 0KSR.L | 0.72% | $324.8M | 576,783 | 76.5 | $99.1B | Industrials |
| 36 | ALNYLAM PHARMACEUTICALS INC | 0HD2.L | 0.64% | $288.7M | 867,315 | 36.0 | $29.7B | Healthcare |
| 37 | MELROSE INDUSTRIES PLC | MRO.L | 0.63% | $210.1M | 37,141,631 | 36.8 | $5.9B | Industrials |
| 38 | OPENAI GROUP PBC Private | — | 0.63% | $283.0M | 433,173 | — | — | — |
| 39 | CREDICORP LTD | 0U8N.L | 0.60% | $270.5M | 780,922 | 13.9 | $29.4B | Financial Services |
| 40 | EPAM SYSTEMS INC | EPAM | 0.59% | $265.2M | 1,881,005 | 14.6 | $5.7B | Technology |
| 41 | SAP SE | SAP.DE | 0.58% | $221.8M | 1,297,242 | 26.8 | $212.3B | Technology |
| 42 | VIPER ENERGY INC | VNOM | 0.56% | $254.3M | 5,463,555 | 290.3 | $14.6B | Energy |
| 43 | SALESFORCE INC | FOO.F | 0.56% | $251.3M | 1,290,179 | 21.3 | $174.4B | Technology |
| 44 | KLA CORP | KLA.DE | 0.54% | $243.7M | 159,862 | 56.2 | $240.3B | Technology |
| 45 | ALIGN TECHNOLOGY INC | 0HCK.L | 0.53% | $240.1M | 1,263,082 | 25.0 | $10.4B | Healthcare |
| 46 | REPUBLIC SERVICES INC | 0KW1.L | 0.52% | $235.9M | 1,030,270 | 29.7 | $64.2B | Industrials |
| 47 | TESLA INC | TL0.DE | 0.52% | $235.0M | 583,932 | 314.1 | $1.3T | Consumer Cyclical |
| 48 | UNITEDHEALTH GROUP INC | UNH.DE | 0.52% | $232.2M | 791,788 | 23.9 | $295.9B | Healthcare |
| 49 | TECHTRONIC INDUSTRIES CO LTD | 0669.HK | 0.51% | $1.8B | 14,125,500 | 23.1 | $235.2B | Industrials |
| 50 | CARVANA CO | CVNA | 0.50% | $222.9M | 666,994 | 22.0 | $70.0B | Consumer Cyclical |