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AFSM

First Trust Active Factor Small Cap ETF
1W: +0.2% 1M: -6.3% 3M: -2.4% YTD: -0.5% 1Y: +15.6% 3Y: +45.5% 5Y: +32.8%
$32.81
-0.67 (-2.00%)
 
ETF AMEX · AUM $46.8M
ETF-Level Metrics
AUM$47M
Holdings317
Top 10 Wt—%
Beta1.12
% Profitable76%
Coverage0%
Portfolio Valuation
P/E20.7
P/B0.0
P/S1.6
EV/EBITDA11.7
P/FCF15.9
PEG1.36
Profitability & Returns
Gross Margin35.8%
Net Margin6.5%
ROE0.1%
ROA0.0%
ROIC0.1%
Div Yield2.17%
Leverage & Liquidity
Debt/Equity0.00
Debt/Assets0.00
Net Debt/EBITDA-1332.8x
Interest Cov3.2x
Current Ratio11.21
Quick Ratio8.63
Growth (YoY)
Revenue+11.5%
Net Income+29.0%
EPS+31.3%
FCF+37.3%
EBITDA+25.3%
Rev CAGR 3Y+18.1%
Quality Scores
Piotroski F6.0
Altman Z4.50
IS Quality65.8
IS Overall52.6
IS Value57.6
Median P/E13.8

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Healthcare 65 0.0% -1.9
Technology 54 0.0% 16.8
Financial Services 49 0.0% 12.3
Industrials 45 0.0% 4.5
Consumer Cyclical 33 0.0% 9.1
Communication Services 24 0.0% 57.3
Energy 17 0.0% 29.1
Consumer Defensive 15 0.0% 18.9
Real Estate 13 0.0% 24.1
Basic Materials 11 0.0% 10.5
Utilities 3 0.0% 16.7
Other 3 0.0%

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CRS Carpenter Technology Corporation 0.00% 4 Bullish 10 5 +17.1%
Showing 50 of 332 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Krystal Biotech, Inc. KRYS 0.00% $491,490 1,983 35.5 $7.3B Healthcare
2 EMCOR Group, Inc. EME 0.00% $488,364 676 25.8 $32.5B Industrials
3 Carpenter Technology Corporation CRS 0.00% $490,852 1,350 45.1 $19.5B Industrials
4 SiriusPoint Ltd. SPNT 0.00% $496,408 25,514 5.4 $2.5B Financial Services
5 Teekay Tankers Ltd. (Class A) TNK 0.00% $515,971 7,890 7.0 $2.4B Energy
6 National Health Investors, Inc. NHI 0.00% $514,373 6,313 27.3 $4.0B Real Estate
7 Laureate Education, Inc. (Class A) LAUR 0.00% $525,390 16,256 18.6 $5.1B Consumer Defensive
8 Hecla Mining Company HL 0.00% $525,007 31,029 35.8 $11.5B Basic Materials
9 Seneca Foods Corporation SENEA 0.00% $530,967 3,846 11.2 $1.0B Consumer Defensive
10 Mitek Systems, Inc. MITK 0.00% $538,795 39,216 38.7 $621M Technology
11 Bel Fuse Inc. (Class B) BELFB 0.00% $541,029 2,619 7.0 $2.6B Technology
12 EnerSys ENS 0.00% $545,188 3,366 20.0 $6.3B Industrials
13 Caledonia Mining Corporation Plc CMCL 0.00% $549,679 25,817 8.0 $416M Basic Materials
14 Brookdale Senior Living Inc. BKD 0.00% $546,737 40,244 -12.2 $3.3B Healthcare
15 Resolute Holdings Management, Inc. RHLD 0.00% $560,969 3,557 20.1 $1.4B Industrials
16 Comfort Systems USA, Inc. FIX 0.00% $559,060 403 46.9 $47.9B Industrials
17 Scorpio Tankers Inc. STNG 0.00% $568,288 8,553 10.6 $3.8B Energy
18 Matson, Inc. MATX 0.00% $570,641 3,756 11.3 $5.1B Industrials
19 Tactile Systems Technology, Inc. TCMD 0.00% $580,137 22,305 31.4 $601M Healthcare
20 InterDigital, Inc. IDCC 0.00% $596,599 1,762 18.9 $7.7B Technology
21 Perimeter Solutions, Inc. PRM 0.00% $608,208 29,832 -15.5 $3.2B Basic Materials
22 Interface, Inc. TILE 0.00% $606,794 25,111 12.7 $1.5B Consumer Cyclical
23 Par Pacific Holdings, Inc. PARR 0.00% $614,838 11,029 8.7 $3.2B Energy
24 Costamare Inc. CMRE 0.00% $475,964 29,107 5.6 $2.0B Industrials
25 Credo Technology Group Holding Ltd CRDO 0.00% $473,124 4,598 50.1 $17.8B Technology
26 Halozyme Therapeutics, Inc. HALO 0.00% $474,335 7,803 23.5 $7.5B Healthcare
27 Astronics Corporation ATRO 0.00% $450,346 6,852 85.6 $2.3B Industrials
28 Catalyst Pharmaceuticals, Inc. CPRX 0.00% $448,788 20,918 13.8 $3.0B Healthcare
29 First Financial Corporation THFF 0.00% $446,239 7,617 9.4 $747M Financial Services
30 Indivior Pharmaceuticals, Inc. INDV 0.00% $451,583 15,410 17.8 $3.7B Healthcare
31 Lantheus Holdings, Inc. LNTH 0.00% $449,378 5,998 21.4 $5.1B Healthcare
32 Axcelis Technologies, Inc. ACLS 0.00% $445,532 5,322 25.3 $3.0B Technology
33 Heritage Insurance Holdings, Inc. HRTG 0.00% $440,268 17,215 4.2 $819M Financial Services
34 Kiniksa Pharmaceuticals International, Plc (Class A) KNSA 0.00% $443,524 10,116 58.8 $3.5B Healthcare
35 Arcutis Biotherapeutics, Inc. ARQT 0.00% $424,866 19,301 -177.8 $2.8B Healthcare
36 Blue Bird Corporation BLBD 0.00% $426,089 8,042 13.9 $1.8B Consumer Cyclical
37 Metropolitan Bank Holding Corp. MCB 0.00% $422,702 5,439 11.8 $831M Financial Services
38 SPX Technologies SPXC 0.00% $293,422 1,510 39.2 $10.0B Industrials
39 Sylvamo Corporation SLVM 0.00% $300,778 8,074 12.0 $1.6B Basic Materials
40 American Public Education, Inc. APEI 0.00% $287,102 5,480 32.8 $1.1B Consumer Defensive
41 Harmony Biosciences Holdings, Inc. HRMY 0.00% $291,254 10,901 10.0 $1.6B Healthcare
42 Liquidia Technologies, Inc. LQDA 0.00% $288,868 8,048 -46.5 $3.2B Healthcare
43 Penguin Solutions Inc. PENG 0.00% $290,990 17,140 37.1 $928M Technology
44 Virtus Investment Partners, Inc. VRTS 0.00% $290,267 2,339 6.5 $900M Financial Services
45 CareTrust REIT, Inc. CTRE 0.00% $282,718 7,497 25.9 $7.2B Real Estate
46 G-III Apparel Group, Ltd. GIII 0.00% $278,561 10,718 16.8 $1.1B Consumer Cyclical
47 Globus Medical, Inc. (Class A) GMED 0.00% $279,439 3,370 21.7 $11.7B Healthcare
48 Kennametal Inc. KMT 0.00% $277,359 8,206 24.9 $2.7B Industrials
49 Lincoln Educational Services Corporation LINC 0.00% $282,807 7,686 63.2 $1.3B Consumer Defensive
50 NetScout Systems, Inc. NTCT 0.00% $279,774 9,506 24.4 $2.4B Technology
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms