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VGPMX

Vanguard Global Capital Cycles Fund
1W: -1.5% 1M: -10.8% 3M: +12.9% YTD: -8.2% 1Y: +52.3% 3Y: +84.9% 5Y: +127.4%
$21.91
-0.14 (-0.63%)
 
Weekly Expected Move ±3.7%
$20 $21 $21 $22 $23
ETF NASDAQ · AUM $2.8B
ETF-Level Metrics
AUM$2.8B
Holdings72
Top 10 Wt35.5%
Beta0.81
% Profitable71%
Coverage98%
Portfolio Valuation
P/E0.2
P/B0.0
P/S0.0
EV/EBITDA12.3
P/FCF0.2
PEG0.01
Profitability & Returns
Gross Margin47.8%
Net Margin13.5%
ROE11.0%
ROA7.1%
ROIC12.1%
Div Yield2.33%
Leverage & Liquidity
Debt/Equity0.08
Debt/Assets0.05
Net Debt/EBITDA-0.9x
Interest Cov9.5x
Current Ratio1.55
Quick Ratio1.24
Growth (YoY)
Revenue+11.2%
Net Income+31.8%
EPS+33.6%
FCF+16.1%
EBITDA+19.2%
Rev CAGR 3Y+12.2%
Quality Scores
Piotroski F6.0
Altman Z2.78
IS Quality65.1
IS Overall54.0
IS Value68.3
Median P/E15.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Basic Materials 18 33.1% -142.9
Technology 8 12.8% -104.9
Consumer Defensive 8 11.0% 19.7
Healthcare 9 10.4% 18.6
Financial Services 6 10.0% 9.9
Energy 5 5.7% -10.6
Consumer Cyclical 4 4.3% 774.3
Communication Services 3 4.2% 42.3
Industrials 6 3.5% -21.8
Utilities 3 2.5% 18.0
Real Estate 3 1.8% 17.4
Other 2 1.4%

Smart Money Overlap

6 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
INTC Intel Corporation 2.88% 4 Bullish 2 2 +10.5%
PFE Pfizer Inc. 1.47% 4 Bullish 11 2 +6.6%
AEP American Electric Power Company, Inc. 0.91% 4 Bullish 24 2 +1.2%
MRK Merck & Co., Inc. 0.71% 4 Bullish 11 2 +2.1%
FCX Freeport-McMoRan Inc. 0.65% 4 Bullish 2 2 +0.2%
CVS CVS Health Corporation 0.49% 4 Bullish 26 2 +2.3%
Showing 50 of 75 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Barrick Mining Corp B 7.18% $177.5M 5,410,885 14.0 $69.8B Basic Materials
2 Anglo American PLC NGLB.DE 4.81% $156.0M 3,139,583 -13.7 $36.7B Basic Materials
3 Samsung Electronics Co Ltd SSNLF 4.12% $71,496 1,352,959 28.3 $843.1B Technology
4 Teck Resources Ltd TECK 3.90% $68.6M 2,244,032 25.7 $25.4B Basic Materials
5 GSK PLC GSK.L 2.90% $94.1M 3,058,186 15.1 $85.8B Healthcare
6 Intel Corp INTC 2.88% $71.1M 1,778,008 -916.3 $251.6B Technology
7 Prudential PLC PUKPF 2.61% $84.9M 4,644,373 13.8 $40.5B Financial Services
8 Rio Tinto PLC RIO 2.56% $63.2M 881,232 15.2 $153.6B Basic Materials
9 Banco Bradesco SA BBD 2.36% $58.2M 17,226,867 8.5 $38.7B Financial Services
10 Societe Generale SA GLE.SW 2.23% $63.6M 870,420 7.2 $15.4B Financial Services
11 Taiwan Semiconductor Manufacturing Co Ltd TSM 2.13% $52.5M 174,880 27.3 $1.8T Technology
12 Wells Fargo & Co WFC 2.08% $51.4M 591,174 12.0 $248.7B Financial Services
13 Unilever PLC UNVB.DE 2.02% $65.5M 830,974 24.1 $108.5B Consumer Defensive
14 Lojas Renner SA LREN3.SA 1.94% $8.9M 17,344,769 10.0 $14.6B Consumer Cyclical
15 First Solar Inc FSLR 1.93% $47.7M 178,772 13.7 $21.0B Energy
16 British American Tobacco PLC BMT.DE 1.90% $61.8M 918,990 12.4 $109.6B Consumer Defensive
17 Heineken NV HEI.SW 1.88% $53.6M 600,107 25.1 $41.4B Consumer Defensive
18 Baidu Inc 89888.HK 1.87% $6.0M 3,057,480 55.9 $260.2B Communication Services
19 Foran Mining Corp FMCXF 1.67% $29.3M 15,389,658 -3068.9 $2.2B Basic Materials
20 Valterra Platinum Ltd AMS.JO 1.61% $2.3M 644,302 25.0 $194.7B Basic Materials
21 Ambev SA ABEV3.SA 1.59% $7.3M 16,662,711 15.4 $238.6B Consumer Defensive
22 Nutrien Ltd NTR 1.56% $38.5M 706,356 16.1 $36.5B Basic Materials
23 BHP Group Ltd BHP 1.52% $37.5M 657,622 17.3 $186.0B Basic Materials
24 Lundin Mining Corp LUN.TO 1.50% $26.5M 2,309,705 16.6 $29.9B Basic Materials
25 Pfizer Inc PFE 1.47% $36.3M 1,471,591 20.7 $161.1B Healthcare
26 Haleon PLC HLN.L 1.42% $46.0M 7,521,957 32.6 $33.2B Healthcare
27 America Movil SAB de CV AMXB.MX 1.38% $1.8M 29,853,989 18.6 $1.4T Communication Services
28 Antero Resources Corp AR 1.30% $32.2M 1,041,596 19.7 $12.5B Energy
29 Tate & Lyle PLC TATYF 1.30% $42.2M 6,321,937 45.8 $1.9B Consumer Defensive
30 Sanofi SA SNW.DE 1.29% $36.8M 315,489 9.5 $99.3B Healthcare
31 Archer-Daniels-Midland Co ADM 1.27% $31.4M 518,859 33.1 $35.5B Consumer Defensive
32 Engie SA GZF.DE 1.21% $34.3M 1,272,463 35.2 $73.5B Utilities
33 Cemex SAB de CV CX 1.19% $29.4M 2,894,599 12.5 $16.3B Basic Materials
34 Swatch Group AG/The UHR.SW 1.16% $35.6M 137,082 3054.5 $9.2B Consumer Cyclical
35 Expand Energy Corp CHK 1.11% $27.4M 265,524 13.6 $10.7B Energy
36 Hammerson PLC HMSNF 1.05% $34.0M 6,448,499 6.7 $2.3B Real Estate
37 Serco Group PLC SECCF 1.02% $33.0M 7,526,250 20.1 $3.6B Industrials
38 Rio Tinto PLC RIOP.SW 0.99% $32.3M 340,982 15.2 $100.2B Basic Materials
39 Centene Corp CNC 0.99% $24.4M 688,506 -2.6 $17.3B Healthcare
40 Alibaba Group Holding Ltd 89988.HK 0.95% $3.0M 1,108,192 21.4 $1.9T Consumer Cyclical
41 ASMPT Ltd 0522.HK 0.93% $2.9M 2,174,065 41.2 $42.0B Technology
42 American Electric Power Co Inc AEP 0.91% $22.4M 186,193 19.2 $71.8B Utilities
43 SK Telecom Co Ltd 017670.KS 0.90% $15,650 608,900 52.3 $17.2T Communication Services
44 Marvell Technology Inc MRVL 0.88% $21.9M 233,228 34.0 $93.6B Technology
45 Valterra Platinum Ltd AMS.JO 0.85% $27.7M 344,790 25.0 $194.7B Basic Materials
46 Vanguard Cmt Funds-Vanguard Market Liquidity Fund Private 0.83% $20.5M 204,994
47 BHP Group Ltd BHP.SW 0.82% $13.3M 710,719 17.3 $140.0B Basic Materials
48 Shell PLC SHELL.AS 0.81% $26.3M 533,034 15.0 $228.3B Energy
49 Royal Gold Inc RGLD 0.79% $19.6M 112,358 45.3 $17.2B Basic Materials
50 Abaxx Technologies Inc ABXX.NE 0.73% $12.9M 634,702 -30.4 $1.8B Technology

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