What is insider trading data?

Insider trading data comes from SEC Form 4 filings, which corporate insiders must file within 2 business days of buying or selling company stock. This includes CEOs, CFOs, directors, and major shareholders.

How do I track congressional stock trades?

InsiderStreet.ai aggregates financial disclosures from the STOCK Act, showing stock trades by members of Congress. These are typically disclosed within 45 days of the transaction.

What are 13F filings?

13F filings are quarterly reports that institutional investment managers with over $100 million in assets must file with the SEC, revealing their equity holdings.

HSFNX - Hennessy Small Cap Financial Fund

Name: Hennessy Small Cap Financial Fund (HSFNX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$28.19

+0.06 (+0.21%)

Weekly Expected Move ±2.2%

$26 $27 $27 $28 $28

ETF NASDAQ · AUM $243.3M

Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Portfolio Health Summary

IS Overall Score

50.1

★★★★★

Altman Z-Score

0.18

Distress

Weight Coverage

99%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 50.1

Profitability

52.1

Balance Sheet

41.3

Earnings Quality

84.9

Growth

53.9

Value

75.0

Momentum

76.3

Safety

54.8

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

0.18

Distress Zone (<1.81)

Piotroski F-Score

6.4 / 9

Moderate

Beneish M-Score

23.39

Possible Manipulator

Credit Score

—

Earnings Quality

84.9 / 100

Portfolio Valuation

P/E

18.87x

P/B

1.11x

P/S

2.29x

EV/EBITDA

15.65x

EV/Revenue

3.25x

P/FCF

11.70x

P/OCF

11.26x

PEG

—

Earnings Yield

5.30%

FCF Yield

8.55%

OCF Yield

8.88%

Median P/E

11.39x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +16.1%

Net Income +43.9%

EPS +38.3%

FCF +36.3%

EBITDA +40.5%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +23.2%

Rev CAGR 5Y +17.5%

EPS CAGR 3Y +0.6%

EPS CAGR 5Y +13.8%

FCF CAGR 3Y +0.3%

FCF CAGR 5Y +16.4%

EBITDA CAGR 3Y +6.9%

EBITDA CAGR 5Y +12.9%

Payout Ratio

36.57%

Buyback Yield

3.31%

Dividend Yield

2.30%

Total Shareholder Return

4.26%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$28.19

Median 1Y

$28.46

5th Pctile

$16.23

95th Pctile

$50.39

Ann. Volatility

33.4%

25th–75th percentile 5th–95th percentile Median path Historical

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	18.87
Portfolio P/B	1.11
Portfolio P/S	2.29
EV/EBITDA	15.65
EV/Revenue	3.25
P/FCF	11.70
P/OCF	11.26
PEG	—
Earnings Yield	5.30%
FCF Yield	8.55%
OCF Yield	8.88%
Median P/E	11.39

Profitability & Returns (9)

Metric	Value
Gross Margin	54.36%
Operating Margin	15.55%
Net Margin	11.35%
FCF Margin	12.41%
ROE	6.40%
ROA	0.74%
ROIC	6.33%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.57
Debt/Assets	0.07
Net Debt/EBITDA	-1.09
Interest Coverage	0.43
Current Ratio	0.60
Quick Ratio	0.60

Efficiency (4)

Metric	Value
Asset Turnover	—
Inventory Turnover	—
Receivables Turnover	—
Payables Turnover	—

Growth — YoY (6)

Metric	Value
Revenue Growth	16.07%
Net Income Growth	43.87%
EPS Growth	38.32%
FCF Growth	36.27%
EBITDA Growth	40.46%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	23.16%
Revenue CAGR 5Y	17.53%
Revenue CAGR 10Y	—
EPS CAGR 3Y	0.63%
EPS CAGR 5Y	13.76%
EPS CAGR 10Y	—
FCF CAGR 3Y	0.29%
FCF CAGR 5Y	16.45%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	6.85%
EBITDA CAGR 5Y	12.94%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	6.50%
Net Income CAGR 5Y	17.18%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	50.1
IS Profitability	52.1
IS Balance Sheet	41.3
IS Earnings Quality	84.9
IS Growth	53.9
IS Value	75.0
IS Momentum	76.3
IS Safety	54.8
IS Quality	71.1
Altman Z-Score	0.18
Piotroski F-Score	6.36
Beneish M-Score	23.39
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	2.30%
Payout Ratio	36.57%
Buyback Yield	3.31%
Total Shareholder Return	4.26%

Growth Stability (4)

Metric	Value
Revenue Stability	0.779
Earnings Stability	0.330
Earnings Persistence	0.735
Margin Stability	0.727

Medians (3)

Metric	Value
Median P/E	11.39
Median P/B	1.02
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	99.27%
Holdings Matched	27
Total Holdings	27