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CSM

ProShares - Large Cap Core Plus
1W: -1.9% 1M: -6.5% 3M: -7.3% YTD: -7.0% 1Y: +13.5% 3Y: +64.2% 5Y: +74.4%
$74.28
-1.34 (-1.77%)
After Hours: $74.31 (+0.03, +0.05%)
ETF CBOE · AUM $475.6M
ETF-Level Metrics
AUM$476M
Holdings293
Top 10 Wt28.5%
Beta1.01
% Profitable91%
Coverage92%
Portfolio Valuation
P/E32.6
P/B10.9
P/S7.3
EV/EBITDA22.4
P/FCF40.2
PEG1.54
Profitability & Returns
Gross Margin49.4%
Net Margin22.4%
ROE36.8%
ROA12.6%
ROIC30.0%
Div Yield1.53%
Leverage & Liquidity
Debt/Equity0.56
Debt/Assets0.20
Net Debt/EBITDA0.1x
Interest Cov14.1x
Current Ratio1.24
Quick Ratio1.15
Growth (YoY)
Revenue+15.9%
Net Income+29.4%
EPS+30.6%
FCF+37.9%
EBITDA+25.2%
Rev CAGR 3Y+12.0%
Quality Scores
Piotroski F6.8
Altman Z9.44
IS Quality74.9
IS Overall62.1
IS Value49.3
Median P/E21.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 53 28.1% 8.6
Financial Services 42 16.4% 15.3
Healthcare 37 9.1% 26.7
Industrials 40 8.8% 27.3
Consumer Cyclical 27 8.0% 35.0
Communication Services 14 7.4% -1.5
Utilities 19 5.1% 24.4
Consumer Defensive 24 4.8% 21.1
Real Estate 15 4.1% 45.2
Energy 12 3.1% 19.9
Other 6 2.9%
Basic Materials 10 2.1% 12.6

Smart Money Overlap

49 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 1.85% 4 Bullish 1 10 -3.8%
JPM JPMorgan Chase & Co. 0.70% 4 Bullish 14 9 -4.8%
T AT&T Inc. 0.50% 4 Bullish 29 5 +3.2%
C Citigroup Inc. 0.50% 4 Bullish 36 9 -4.2%
SCHW The Charles Schwab Corporation 0.46% 4 Bullish 13 3 -1.1%
UNP Union Pacific Corporation 0.45% 4 Bullish 37 3 -4.4%
TMUS T-Mobile US, Inc. 0.44% 4 Bullish 3 1 -1.3%
PFE Pfizer Inc. 0.43% 4 Bullish 11 2 +3.7%
JNJ Johnson & Johnson 0.43% 4 Bullish 12 2 -1.2%
CVS CVS Health Corporation 0.41% 4 Bullish 9 2 -0.9%
MRK Merck & Co., Inc. 0.41% 4 Bullish 11 2 +0.5%
GD General Dynamics Corporation 0.40% 4 Bullish 40 1 -0.3%
V Visa Inc. 0.40% 4 Bullish 7 12 -3.5%
EXC Exelon Corporation 0.39% 4 Bullish 8 1 +2.1%
WMT Walmart Inc. 0.39% 4 Bullish 21 3 +1.5%
CSCO Cisco Systems, Inc. 0.37% 4 Bullish 5 6 +4.1%
OKE ONEOK, Inc. 0.37% 4 Bullish 3 1 +12.1%
CRM Salesforce, Inc. 0.36% 4 Bullish 10 5 -5.0%
CAH Cardinal Health, Inc. 0.35% 4 Bullish 1 1 -2.6%
NFLX Netflix, Inc. 0.34% 4 Bullish 71 13 -3.9%
Showing 50 of 299 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 PROSHARES GENIUS MNY MKT ETF IQMM 5.32% $25.0M 250,000 $17M Financial Services
2 NVIDIA CORP NVDA 5.23% $24.6M 134,177 34.7 $4.2T Technology
3 APPLE INC AAPL 4.36% $20.5M 81,008 31.7 $3.7T Technology
4 MICROSOFT CORP MSFT 3.47% $16.3M 40,783 22.8 $2.7T Technology
5 Net Other Assets (Liabilities) Private 2.92% $13.7M 13,708,007
6 AMAZON.COM INC AMZN 2.32% $10.9M 51,406 28.6 $2.2T Consumer Cyclical
7 ALPHABET INC-CL A GOOGL 1.92% $9.0M 29,543 25.7 $3.4T Communication Services
8 BROADCOM INC AVGO 1.85% $8.7M 26,761 58.7 $1.5T Technology
9 ALPHABET INC-CL C GOOG 1.47% $6.9M 22,745 25.7 $3.4T Communication Services
10 META PLATFORMS INC-CLASS A META 1.42% $6.7M 10,622 22.8 $1.4T Communication Services
11 TESLA INC TSLA 1.12% $5.3M 13,299 316.9 $1.4T Consumer Cyclical
12 ELI LILLY & CO LLY 0.94% $4.4M 4,476 39.0 $847.1B Healthcare
13 MICRON TECHNOLOGY INC MU 0.93% $4.4M 9,889 16.6 $400.9B Technology
14 BERKSHIRE HATHAWAY INC-CL B BRK-B 0.83% $3.9M 7,916 15.3 $1.0T Financial Services
15 JPMORGAN CHASE & CO JPM 0.70% $3.3M 11,511 14.3 $786.6B Financial Services
16 GENERAL ELECTRIC GE 0.63% $3.0M 9,707 35.0 $300.9B Industrials
17 EXXON MOBIL CORP XOM 0.52% $2.4M 15,444 24.8 $689.1B Energy
18 AT&T INC T 0.50% $2.3M 84,298 9.5 $205.1B Communication Services
19 CITIGROUP INC C 0.50% $2.3M 21,725 14.3 $196.6B Financial Services
20 ADVANCED MICRO DEVICES AMD 0.49% $2.3M 11,654 76.6 $332.2B Technology
21 AMPHENOL CORP-CL A APH 0.49% $2.3M 16,716 35.3 $151.4B Technology
22 INTUIT INC INTU 0.47% $2.2M 4,902 27.8 $120.4B Technology
23 BOOKING HOLDINGS INC BKNG 0.47% $2.2M 510 25.3 $135.8B Consumer Cyclical
24 BOEING CO/THE BA 0.47% $2.2M 10,251 66.8 $152.6B Industrials
25 SCHWAB (CHARLES) CORP SCHW 0.46% $2.2M 23,280 18.9 $167.9B Financial Services
26 PALANTIR TECHNOLOGIES INC-A PLTR 0.45% $2.1M 13,993 216.7 $338.1B Technology
27 UBER TECHNOLOGIES INC UBER 0.45% $2.1M 28,513 14.6 $146.6B Technology
28 UNION PACIFIC CORP UNP 0.45% $2.1M 8,738 19.9 $141.9B Industrials
29 ALTRIA GROUP INC MO 0.45% $2.1M 31,218 15.6 $108.5B Consumer Defensive
30 T-MOBILE US INC TMUS 0.44% $2.1M 9,730 21.5 $236.7B Communication Services
31 WESTERN DIGITAL CORP WDC 0.44% $2.1M 7,253 24.8 $92.7B Technology
32 NORTHROP GRUMMAN CORP NOC 0.44% $2.1M 2,798 23.6 $98.2B Industrials
33 HOWMET AEROSPACE INC HWM 0.44% $2.0M 8,497 61.4 $92.8B Industrials
34 PFIZER INC PFE 0.43% $2.0M 76,048 20.2 $156.7B Healthcare
35 JOHNSON & JOHNSON JNJ 0.43% $2.0M 8,231 21.7 $576.5B Healthcare
36 DELL TECHNOLOGIES -C DELL 0.42% $2.0M 12,719 20.5 $118.7B Technology
37 CONSTELLATION ENERGY CEG 0.42% $2.0M 6,451 39.8 $92.2B Utilities
38 LOWE'S COS INC LOW 0.42% $2.0M 8,121 19.8 $132.4B Consumer Cyclical
39 NEWMONT CORP NEM 0.42% $2.0M 17,727 15.5 $108.4B Basic Materials
40 CVS HEALTH CORP CVS 0.41% $1.9M 25,636 51.1 $90.6B Healthcare
41 MERCK & CO. INC. MRK 0.41% $1.9M 16,707 16.2 $294.1B Healthcare
42 GILEAD SCIENCES INC GILD 0.41% $1.9M 13,263 20.0 $169.9B Healthcare
43 GENERAL DYNAMICS CORP GD 0.40% $1.9M 5,328 22.8 $96.1B Industrials
44 VISA INC-CLASS A SHARES V 0.40% $1.9M 6,022 28.1 $589.1B Financial Services
45 MARSH & MCLENNAN COS MRSH 0.40% $1.9M 10,733 20.4 $85.3B Financial Services
46 EXELON CORP EXC 0.39% $1.9M 36,829 17.7 $49.5B Utilities
47 WALMART INC WMT 0.39% $1.8M 14,628 44.5 $974.1B Consumer Defensive
48 EQT CORP EQT 0.39% $1.8M 28,573 20.5 $41.7B Energy
49 TRANE TECHNOLOGIES PLC TT 0.38% $1.8M 4,285 31.2 $90.3B Industrials
50 CISCO SYSTEMS INC CSCO 0.37% $1.8M 22,294 29.3 $324.6B Technology
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms