— Know what they know.
Not Investment Advice

LDRX

SGI Enhanced Market Leaders ETF
1W: -0.1% 1M: -4.8% 3M: -7.5% YTD: -6.7%
$30.90
-0.02 (-0.05%)
After Hours: $30.80 (-0.11, -0.35%)
Weekly Expected Move ±2.2%
$29 $29 $30 $30 $31
ETF NASDAQ · AUM $210.7M
ETF-Level Metrics
AUM$211M
Holdings101
Top 10 Wt56.0%
Beta1.42
% Profitable93%
Coverage100%
Portfolio Valuation
P/E31.9
P/B11.1
P/S8.1
EV/EBITDA22.1
P/FCF42.1
PEG1.05
Profitability & Returns
Gross Margin53.4%
Net Margin25.3%
ROE38.7%
ROA12.6%
ROIC33.2%
Div Yield1.06%
Leverage & Liquidity
Debt/Equity0.55
Debt/Assets0.19
Net Debt/EBITDA-0.1x
Interest Cov12.1x
Current Ratio1.17
Quick Ratio1.11
Growth (YoY)
Revenue+17.8%
Net Income+31.2%
EPS+32.2%
FCF+27.4%
EBITDA+27.9%
Rev CAGR 3Y+17.6%
Quality Scores
Piotroski F7.0
Altman Z17.83
IS Quality78.5
IS Overall67.3
IS Value44.2
Median P/E24.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 18 40.2% -9.6
Communication Services 9 13.8% 18.8
Financial Services 18 12.6% 18.0
Consumer Cyclical 9 10.6% 61.5
Healthcare 15 9.4% 33.1
Consumer Defensive 10 4.7% 28.5
Industrials 13 4.5% 31.2
Energy 3 2.2% 25.3
Utilities 3 0.9% 24.6
Basic Materials 1 0.5% 33.8
Real Estate 2 0.3% 22.8
Other 2 0.2%

Smart Money Overlap

29 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 3.87% 4 Bullish 1 10 -2.2%
META Meta Platforms, Inc. 3.31% 4 Bullish 42 14 -3.2%
JPM JPMorgan Chase & Co. 2.15% 4 Bullish 14 9 +0.2%
JNJ Johnson & Johnson 1.22% 4 Bullish 12 2 +0.4%
ABBV AbbVie Inc. 0.99% 4 Bullish 15 1 -4.0%
NFLX Netflix, Inc. 0.92% 4 Bullish 71 13 +3.2%
HD The Home Depot, Inc. 0.84% 4 Bullish 11 11 -3.3%
UNH UnitedHealth Group Incorporated 0.74% 4 Bullish 7 5 -1.7%
CSCO Cisco Systems, Inc. 0.72% 4 Bullish 5 6 +0.1%
MRK Merck & Co., Inc. 0.64% 4 Bullish 11 2 +2.1%
IBM International Business Machines Corporation 0.63% 4 Bullish 10 8 +2.5%
CRM Salesforce, Inc. 0.58% 4 Bullish 10 5 -4.2%
RTX RTX Corporation 0.55% 4 Bullish 18 3 +0.2%
WMT Walmart Inc. 0.54% 4 Bullish 22 3 +1.2%
C Citigroup Inc. 0.52% 4 Bullish 35 9 -0.1%
LIN Linde plc 0.49% 4 Bullish 10 3 +4.3%
DIS The Walt Disney Company 0.48% 4 Bullish 29 3 +0.3%
T AT&T Inc. 0.44% 4 Bullish 28 5 -2.3%
SCHW The Charles Schwab Corporation 0.42% 4 Bullish 12 3 +1.5%
INTC Intel Corporation 0.40% 4 Bullish 2 2 +10.5%
Showing 50 of 103 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 10.91% $21.4M 113,325 35.9 $4.3T Technology
2 Apple Inc AAPL 9.55% $18.7M 69,136 32.0 $3.8T Technology
3 Microsoft Corp MSFT 8.24% $16.2M 34,169 23.3 $2.8T Technology
4 Alphabet Inc GOOGL 7.77% $15.2M 48,361 27.0 $3.6T Communication Services
5 Amazon.com Inc AMZN 5.02% $9.8M 43,443 28.9 $2.3T Consumer Cyclical
6 Broadcom Inc AVGO 3.87% $7.6M 21,852 59.7 $1.5T Technology
7 Meta Platforms Inc META 3.31% $6.5M 9,995 24.0 $1.4T Communication Services
8 Tesla Inc TSLA 2.91% $5.7M 13,031 307.1 $1.4T Consumer Cyclical
9 Berkshire Hathaway Inc BRK-B 2.22% $4.3M 8,746 15.4 $1.0T Financial Services
10 JPMORGAN CHASE & CO. JPM 2.15% $4.2M 12,979 14.4 $794.5B Financial Services
11 Eli Lilly & Co LLY 2.03% $4.0M 3,692 40.7 $884.0B Healthcare
12 Visa Inc V 1.40% $2.7M 7,933 27.7 $580.0B Financial Services
13 Exxon Mobil Corp XOM 1.23% $2.4M 19,645 24.1 $669.5B Energy
14 Johnson & Johnson JNJ 1.22% $2.4M 11,552 22.0 $585.7B Healthcare
15 Mastercard Inc MA 1.10% $2.2M 3,828 29.6 $440.4B Financial Services
16 AbbVie Inc ABBV 0.99% $1.9M 8,494 88.0 $369.2B Healthcare
17 Costco Wholesale Corp COST 0.93% $1.8M 2,131 52.7 $450.3B Consumer Defensive
18 Bank of America Corp BAC 0.92% $1.8M 32,153 11.9 $354.4B Financial Services
19 Netflix Inc NFLX 0.92% $1.8M 19,884 38.0 $418.1B Communication Services
20 Palantir Technologies Inc PLTR 0.89% $1.8M 10,451 218.1 $340.2B Technology
21 Advanced Micro Devices Inc AMD 0.86% $1.7M 7,531 81.8 $354.6B Technology
22 Home Depot Inc/The HD 0.84% $1.7M 4,773 22.6 $320.3B Consumer Cyclical
23 Procter & Gamble Co/The PG 0.82% $1.6M 11,276 21.1 $334.4B Consumer Defensive
24 GE AEROSPACE GE 0.80% $1.6M 4,893 34.5 $296.6B Industrials
25 Oracle Corp ORCL 0.77% $1.5M 7,743 25.8 $421.0B Technology
26 UnitedHealth Group Inc UNH 0.74% $1.4M 4,287 20.9 $251.7B Healthcare
27 Wells Fargo & Co WFC 0.73% $1.4M 14,997 12.0 $248.7B Financial Services
28 Cisco Systems Inc CSCO 0.72% $1.4M 18,611 28.2 $312.2B Technology
29 Chevron Corp CVX 0.72% $1.4M 9,000 32.2 $397.7B Energy
30 Caterpillar Inc CAT 0.69% $1.4M 2,263 37.7 $335.6B Industrials
31 Merck & Co Inc MRK 0.64% $1.3M 11,748 16.5 $298.8B Healthcare
32 Coca-Cola Co/The KO 0.64% $1.3M 18,164 25.2 $330.0B Consumer Defensive
33 Goldman Sachs Group Inc/The GS 0.64% $1.3M 1,382 15.7 $256.1B Financial Services
34 International Business Machines Corp IBM 0.63% $1.2M 4,216 21.9 $232.8B Technology
35 Philip Morris International Inc PM 0.62% $1.2M 7,525 21.7 $246.1B Consumer Defensive
36 Salesforce Inc CRM 0.58% $1.1M 4,471 23.5 $175.4B Technology
37 RTX Corp RTX 0.55% $1.1M 5,754 39.2 $263.4B Industrials
38 Abbott Laboratories ABT 0.54% $1.1M 8,487 27.5 $178.8B Healthcare
39 Walmart Inc WMT 0.54% $1.1M 9,410 45.8 $1.0T Consumer Defensive
40 Morgan Stanley MS 0.53% $1.0M 5,697 15.4 $263.2B Financial Services
41 Thermo Fisher Scientific Inc TMO 0.53% $1.0M 1,748 27.5 $182.6B Healthcare
42 McDonald's Corp MCD 0.53% $1.0M 3,407 25.6 $219.2B Consumer Cyclical
43 Citigroup Inc C 0.52% $1.0M 8,659 14.7 $201.6B Financial Services
44 Linde PLC LIN 0.49% $966,356 2,252 33.8 $232.9B Basic Materials
45 Walt Disney Co/The DIS 0.48% $945,804 8,456 14.1 $171.4B Communication Services
46 PepsiCo Inc PEP 0.47% $921,935 6,482 26.1 $214.6B Consumer Defensive
47 American Express Co AXP 0.47% $915,798 2,457 19.0 $206.1B Financial Services
48 Amgen Inc AMGN 0.44% $871,522 2,660 24.3 $187.6B Healthcare
49 AT&T Inc T 0.44% $859,526 34,997 9.3 $198.2B Communication Services
50 Verizon Communications Inc VZ 0.43% $839,574 20,720 12.2 $208.4B Communication Services

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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