— Know what they know.
Not Investment Advice

VALLX

Value Line Larger Companies Focused Fund
1W: -4.8% 1M: -7.4% 3M: -19.2% YTD: -17.8% 1Y: +7.3% 3Y: +72.5% 5Y: +27.7%
$38.09
+0.07 (+0.18%)
 
Weekly Expected Move ±3.7%
$34 $35 $36 $38 $39
ETF NASDAQ · AUM $373.2M
ETF-Level Metrics
AUM$373M
Holdings33
Top 10 Wt51.8%
Beta1.57
% Profitable71%
Coverage100%
Portfolio Valuation
P/E737.6
P/B241.9
P/S207.2
EV/EBITDA23.8
P/FCF1020.2
PEG10.23
Profitability & Returns
Gross Margin61.6%
Net Margin27.6%
ROE36.2%
ROA20.7%
ROIC30.4%
Div Yield0.16%
Leverage & Liquidity
Debt/Equity0.33
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov56.0x
Current Ratio1.69
Quick Ratio1.58
Growth (YoY)
Revenue+32.4%
Net Income+36.3%
EPS+42.5%
FCF+54.6%
EBITDA+37.1%
Rev CAGR 3Y+26.9%
Quality Scores
Piotroski F6.5
Altman Z18.64
IS Quality74.1
IS Overall65.7
IS Value35.7
Median P/E28.9

Sector Breakdown

6 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 15 51.7% 9.9
Financial Services 4 13.1% 32.3
Communication Services 3 12.9% 75.2
Healthcare 6 11.5% -13.6
Consumer Cyclical 5 10.9% 679.5
Other 1 1.7%

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 7.11% 4 Bullish 42 14 -3.2%
HOOD Robinhood Markets, Inc. 6.19% 4 Bullish 11 2 -0.6%
NFLX Netflix, Inc. 3.95% 4 Bullish 71 13 +3.2%
AVGO Broadcom Inc. 3.40% 4 Bullish 1 10 -2.2%
Showing 34 of 34 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 8.41% $40.9M 219,000 35.9 $4.3T Technology
2 Meta Platforms Inc META 7.11% $34.5M 47,000 24.0 $1.4T Communication Services
3 Robinhood Markets Inc HOOD 6.19% $30.1M 210,000 32.9 $62.0B Financial Services
4 AppLovin Corp APP 5.92% $28.7M 40,000 39.2 $130.6B Technology
5 Uber Technologies Inc UBER 4.34% $21.1M 215,000 14.8 $147.9B Technology
6 Alphabet Inc GOOGL.SW 4.30% $20.9M 86,000 27.0 $2.9T Technology
7 Coinbase Global Inc COIN 4.10% $19.9M 59,000 36.5 $46.2B Financial Services
8 Netflix Inc NFLX 3.95% $19.2M 16,000 38.0 $418.1B Communication Services
9 Advanced Micro Devices Inc AMD 3.83% $18.6M 115,000 81.8 $354.6B Technology
10 Amazon.com Inc AMZN 3.62% $17.6M 80,000 28.9 $2.3T Consumer Cyclical
11 Tesla Inc TSLA 3.57% $17.3M 39,000 307.1 $1.4T Consumer Cyclical
12 Strategy Inc STRC 3.45% $16.8M 52,000 -8.7 $27.8B Technology
13 Microsoft Corp MSFT 3.41% $16.6M 32,000 23.3 $2.8T Technology
14 Broadcom Inc AVGO 3.40% $16.5M 50,000 59.7 $1.5T Technology
15 Madrigal Pharmaceuticals Inc MDGL 3.02% $14.7M 32,000 -42.6 $12.5B Healthcare
16 Exelixis Inc EXEL 2.85% $13.8M 335,000 15.2 $11.8B Healthcare
17 Salesforce Inc CRM.NE 2.68% $13.0M 55,000 23.5 $230.2B Technology
18 CoreWeave Inc CRWV 2.68% $13.0M 95,000 -30.7 $43.2B Technology
19 Crowdstrike Holdings Inc CRWD 2.63% $12.7M 26,000 -550.3 $101.2B Technology
20 Visa Inc V.BA 2.39% $11.6M 34,000 27.7 $811.1T Financial Services
21 Exact Sciences Corp EXAS 1.97% $9.6M 175,000 -95.7 $20.0B Healthcare
22 ARM Holdings PLC ARM 1.89% $9.2M 65,000 197.7 $158.4B Technology
23 Roku Inc ROKU 1.86% $9.0M 90,000 163.6 $14.4B Communication Services
24 Insmed Inc INSM 1.78% $8.6M 60,000 -27.2 $35.0B Healthcare
25 Shopify Inc SHOP 1.71% $8.3M 56,000 124.8 $154.3B Technology
26 Workday Inc WDAY 1.69% $8.2M 34,000 49.9 $35.1B Technology
27 State Street Global Advisors Private 1.68% $8.2M 8,153,169
28 DraftKings Inc DKNG 1.35% $6.5M 175,000 3041.6 $11.5B Consumer Cyclical
29 ServiceNow Inc NOW 1.33% $6.4M 7,000 60.6 $106.7B Technology
30 Booking Holdings Inc BKNG 1.22% $5.9M 1,100 25.2 $135.2B Consumer Cyclical
31 Rivian Automotive Inc RIVN 1.15% $5.6M 380,000 -5.2 $19.1B Consumer Cyclical
32 Vertex Pharmaceuticals Inc VRTX 1.13% $5.5M 14,000 28.2 $111.4B Healthcare
33 Eli Lilly & Co LLY 0.71% $3.4M 4,500 40.7 $884.0B Healthcare
34 State Street Global Advisors GVMXX 0.45% $2.2M 2,175,272 Financial 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