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TOPT

iShares Top 20 U.S. Stocks ETF
1W: -0.3% 1M: -4.8% 3M: -9.1% YTD: -7.9% 1Y: +20.9%
$28.85
-0.04 (-0.14%)
After Hours: $29.27 (+0.42, +1.46%)
Weekly Expected Move ±2.2%
$27 $27 $28 $28 $29
ETF AMEX · AUM $254.2M
ETF-Level Metrics
AUM$254M
Holdings21
Top 10 Wt189.6%
Beta1.09
% Profitable93%
Coverage200%
Portfolio Valuation
P/E33.0
P/B12.1
P/S8.4
EV/EBITDA23.4
P/FCF41.9
PEG0.85
Profitability & Returns
Gross Margin50.9%
Net Margin25.4%
ROE40.4%
ROA14.4%
ROIC37.5%
Div Yield0.59%
Leverage & Liquidity
Debt/Equity0.43
Debt/Assets0.16
Net Debt/EBITDA-0.2x
Interest Cov17.1x
Current Ratio2.07
Quick Ratio1.94
Growth (YoY)
Revenue+22.5%
Net Income+35.3%
EPS+36.5%
FCF+40.8%
EBITDA+31.8%
Rev CAGR 3Y+22.5%
Quality Scores
Piotroski F7.1
Altman Z21.57
IS Quality82.9
IS Overall72.2
IS Value42.5
Median P/E29.0

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 5 42.7% 33.6
Communication Services 4 17.9% 29.0
Financial Services 4 13.3% 21.8
Consumer Cyclical 2 8.8% 168.0
Healthcare 3 8.7% 50.2
Consumer Defensive 2 5.2% 49.3
Energy 1 3.5% 24.1
Other 3 0.1%

Smart Money Overlap

7 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 4.31% 4 Bullish 1 10 -2.2%
META Meta Platforms, Inc. 4.11% 4 Bullish 42 14 -3.2%
JPM JPMorgan Chase & Co. 4.09% 4 Bullish 14 9 +0.2%
JNJ Johnson & Johnson 3.01% 4 Bullish 12 2 +0.4%
WMT Walmart Inc. 2.84% 4 Bullish 22 3 +1.2%
NFLX Netflix, Inc. 2.14% 4 Bullish 71 13 +3.2%
ABBV AbbVie Inc. 1.90% 4 Bullish 15 1 -4.0%
Showing 24 of 24 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 16.16% $81.5M 459,487 35.9 $4.3T Technology
2 APPLE INC AAPL 14.09% $71.0M 277,614 32.0 $3.8T Technology
3 ALPHABET INC CLASS A GOOGL 6.46% $32.6M 110,092 27.0 $3.6T Communication Services
4 MICROSOFT CORP MSFT 5.98% $30.2M 80,802 23.3 $2.8T Technology
5 ALPHABET INC CLASS C GOOG 5.16% $26.0M 88,426 27.0 $3.6T Communication Services
6 AMAZON COM INC AMZN 4.62% $23.3M 111,037 28.9 $2.3T Consumer Cyclical
7 BERKSHIRE HATHAWAY INC CLASS B BRK-B 4.50% $22.7M 47,552 15.4 $1.0T Financial Services
8 BROADCOM INC AVGO 4.31% $21.7M 69,125 59.7 $1.5T Technology
9 TESLA INC TSLA 4.14% $20.9M 57,890 307.1 $1.4T Consumer Cyclical
10 META PLATFORMS INC CLASS A META 4.11% $20.7M 36,048 24.0 $1.4T Communication Services
11 JPMORGAN CHASE & CO JPM 4.09% $20.6M 69,940 14.4 $794.5B Financial Services
12 ELI LILLY LLY 3.81% $19.2M 20,563 40.7 $884.0B Healthcare
13 EXXON MOBIL CORP XOM 3.45% $17.4M 108,404 24.1 $669.5B Energy
14 JOHNSON & JOHNSON JNJ 3.01% $15.2M 62,521 22.0 $585.7B Healthcare
15 WALMART INC WMT 2.84% $14.3M 113,708 45.8 $1.0T Consumer Defensive
16 VISA INC CLASS A V 2.60% $13.1M 43,612 27.7 $580.0B Financial Services
17 COSTCO WHOLESALE CORP COST 2.32% $11.7M 11,508 52.7 $450.3B Consumer Defensive
18 NETFLIX INC NFLX 2.14% $10.8M 109,513 38.0 $418.1B Communication Services
19 MICRON TECHNOLOGY INC MU 2.12% $10.7M 29,181 17.1 $413.0B Technology
20 MASTERCARD INC CLASS A MA 2.07% $10.4M 21,119 29.6 $440.4B Financial Services
21 ABBVIE INC ABBV 1.90% $9.6M 45,830 88.0 $369.2B Healthcare
22 BLK CSH FND TREASURY SL AGENCY Bond 0.12% $613,946 613,946
23 CASH COLLATERAL BPSFT USD Cash 0.01% $38,000 38,000
24 USD CASH Cash -0.01% $35,669 35,669

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