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TPLNX

Timothy Plan Small Cap Value Fund
1W: +2.0% 1M: -5.1% 3M: +1.1% YTD: +2.5% 1Y: +2.1% 3Y: +21.9% 5Y: +13.5%
$18.94
+0.20 (+1.07%)
 
ETF NASDAQ · AUM $176.6M
ETF-Level Metrics
AUM$177M
Holdings60
Top 10 Wt30.2%
Beta1.09
% Profitable90%
Coverage84%
Portfolio Valuation
P/E20.0
P/B2.0
P/S1.5
EV/EBITDA6.2
P/FCF14.5
PEG-5.33
Profitability & Returns
Gross Margin35.2%
Net Margin7.4%
ROE10.3%
ROA2.9%
ROIC8.9%
Div Yield1.76%
Leverage & Liquidity
Debt/Equity0.60
Debt/Assets0.16
Net Debt/EBITDA-0.6x
Interest Cov1.4x
Current Ratio0.88
Quick Ratio0.65
Growth (YoY)
Revenue+10.8%
Net Income+16.8%
EPS+12.7%
FCF+26.3%
EBITDA+16.1%
Rev CAGR 3Y+7.3%
Quality Scores
Piotroski F6.5
Altman Z3.90
IS Quality70.4
IS Overall52.6
IS Value58.7
Median P/E20.8

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 15 33.4% 15.6
Industrials 10 15.0% 29.3
Consumer Cyclical 7 10.0% 15.7
Basic Materials 7 9.4% 28.3
Real Estate 6 8.7% 25.9
Technology 3 5.3% 56.2
Healthcare 3 4.8% 23.9
Energy 4 4.7% 25.3
Consumer Defensive 3 3.2% 18.9
Utilities 2 3.2% 19.4
Other 1 2.1%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 61 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Timothy Plan TPSC 13.88% $24.1M 580,000 $296M Financial Services
2 Fidelity Colchester Street Trust Private 2.15% $3.7M 3,727,983
3 Avista Corporation AVA 1.90% $3.3M 87,278 16.6 $3.2B Utilities
4 Moog Inc. MOG-A 1.83% $3.2M 15,344 37.5 $9.7B Industrials
5 National Bank Holdings Corp NBHC 1.80% $3.1M 81,169 13.5 $1.5B Financial Services
6 Academy Sports and Outdoors Inc ASO 1.80% $3.1M 62,534 9.4 $3.6B Consumer Cyclical
7 Everus Construction Group Inc. ECG 1.80% $3.1M 36,424 31.2 $6.3B Industrials
8 Veeco Instruments Inc. VECO 1.80% $3.1M 102,509 61.9 $2.2B Technology
9 Hayward Holdings Inc HAYW 1.79% $3.1M 205,716 19.9 $3.0B Industrials
10 Merit Medical Systems Inc. MMSI 1.78% $3.1M 37,185 31.5 $4.0B Healthcare
11 City Holding Co CHCO 1.78% $3.1M 24,954 13.1 $1.7B Financial Services
12 Verra Mobility Corporation VRRM 1.78% $3.1M 124,923 16.5 $2.3B Technology
13 Seacoast Banking Corporation Of Florida SBCF 1.77% $3.1M 101,098 20.1 $3.0B Financial Services
14 Century Communities Inc CCS 1.77% $3.1M 48,509 11.4 $1.7B Consumer Cyclical
15 Yeti Holdings Inc YETI 1.76% $3.1M 92,040 17.2 $2.9B Consumer Cyclical
16 Stepan Co SCL 1.75% $3.0M 63,835 24.5 $1.1B Basic Materials
17 AAR Corp. AIR 1.75% $3.0M 33,944 26.2 $4.7B Industrials
18 Blackline Inc BL 1.75% $3.0M 57,214 90.2 $2.2B Technology
19 Atmus Filtration Technologies Inc. ATMU 1.73% $3.0M 66,703 23.8 $4.9B Industrials
20 Boise Cascade Co BCC 1.72% $3.0M 38,686 20.7 $2.7B Basic Materials
21 Urban Edge Properties UE 1.72% $3.0M 146,021 27.1 $2.5B Real Estate
22 Blue Bird Corp. BLBD 1.72% $3.0M 51,930 14.1 $1.8B Consumer Cyclical
23 Potlatchdeltic Corp. PCH 1.71% $3.0M 72,958 50.4 $3.2B Real Estate
24 The Baldwin Insurance Group Inc BRP 1.71% $3.0M 105,282 -43.4 $2.2B Financial Services
25 Banner Corp BANR 1.71% $3.0M 45,307 10.5 $2.0B Financial Services
26 Interparfums Inc IPAR 1.70% $3.0M 30,018 17.4 $2.9B Consumer Defensive
27 Atlantic Union Bankshares Corp AUB 1.69% $2.9M 83,249 18.3 $5.0B Financial Services
28 Prestige Consumer Healthcare Inc PBH 1.68% $2.9M 46,757 15.7 $2.9B Healthcare
29 First Bancorp FBNC 1.67% $2.9M 54,940 20.8 $2.3B Financial Services
30 Sensient Technologies Corp SXT 1.67% $2.9M 30,875 27.3 $3.7B Basic Materials
31 Four Corners Property Trust Inc. FCPT 1.66% $2.9M 118,479 22.7 $2.6B Real Estate
32 COPT Defense Properties OFC 1.66% $2.9M 99,146 23.3 Real Estate
33 Alamo Group Inc ALG 1.66% $2.9M 15,077 19.6 $2.1B Industrials
34 Piper Sandler Companies PIPR 1.65% $2.9M 8,279 17.8 $1.3B Financial Services
35 Renasant Corp. RNST 1.65% $2.9M 77,643 18.8 $3.4B Financial Services
36 SM Energy Co. SM 1.60% $2.8M 111,296 5.6 $3.6B Energy
37 Northern Oil And Gas, Inc. NOG 1.57% $2.7M 109,704 74.6 $2.9B Energy
38 Conmed Corporation CNMD 1.34% $2.3M 49,484 24.4 $1.1B Healthcare
39 AZZ Inc AZZ 1.32% $2.3M 21,020 12.0 $3.9B Industrials
40 Hawkins Inc HWKN 1.32% $2.3M 12,554 38.3 $3.2B Basic Materials
41 NorthWestern Energy Group Inc NWE 1.32% $2.3M 39,096 22.2 $4.0B Utilities
42 Coastal Financial Corp. CCB 1.30% $2.3M 20,834 24.5 $1.2B Financial Services
43 Cheesecake Factory Inc CAKE 1.29% $2.2M 41,176 17.7 $2.8B Consumer Cyclical
44 Knife River Corp. KNF 1.29% $2.2M 29,120 31.7 $5.0B Basic Materials
45 Arcbest Corporation ARCB 1.25% $2.2M 31,052 35.9 $2.2B Industrials
46 Newmark Group Inc NMRK 1.04% $1.8M 96,922 21.5 $2.7B Real Estate
47 Standex International Corp SXI 0.95% $1.7M 7,825 58.1 $3.2B Industrials
48 Gulfport Energy Operating Corp. GPOR 0.95% $1.6M 9,109 9.5 $4.1B Energy
49 Plymouth Industrial REIT Inc. PLYM 0.92% $1.6M 71,552 10.5 $979M Real Estate
50 Sonic Automotive, Inc. SAH 0.91% $1.6M 20,802 18.6 $2.2B Consumer Cyclical

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