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FESM

FIDELITY ENHANCED SMALL CAP ETF
1W: -1.1% 1M: -8.0% 3M: -1.9% YTD: -2.6% 1Y: +22.3%
$37.05
-0.91 (-2.40%)
After Hours: $36.02 (-1.02, -2.77%)
ETF AMEX · AUM $2.5B
ETF-Level Metrics
AUM$2.5B
Holdings614
Top 10 Wt8.8%
Beta1.32
% Profitable57%
Coverage99%
Portfolio Valuation
P/E34.6
P/B0.1
P/S1.6
EV/EBITDA17.7
P/FCF0.8
PEG2.10
Profitability & Returns
Gross Margin23.9%
Net Margin2.5%
ROE0.3%
ROA0.2%
ROIC0.6%
Div Yield1.06%
Leverage & Liquidity
Debt/Equity0.03
Debt/Assets0.02
Net Debt/EBITDA-74.7x
Interest Cov1.8x
Current Ratio3.75
Quick Ratio3.64
Growth (YoY)
Revenue+20.1%
Net Income+35.1%
EPS+36.4%
FCF+33.5%
EBITDA+30.7%
Rev CAGR 3Y+14.6%
Quality Scores
Piotroski F5.9
Altman Z4.72
IS Quality61.7
IS Overall53.0
IS Value51.2
Median P/E10.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 86 19.1% 1.9
Industrials 86 17.6% 15.6
Healthcare 166 15.4% 2.4
Financial Services 93 14.9% 20.6
Energy 39 7.9% 48.5
Consumer Cyclical 43 7.8% 6.4
Communication Services 33 6.1% 56.5
Real Estate 34 4.5% 31.8
Basic Materials 23 4.5% 1.4
Utilities 13 2.6% 13.2
Other 28 1.8%
Consumer Defensive 13 1.5% 71.4

Smart Money Overlap

8 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
BE Bloom Energy Corporation 1.54% 4 Bullish 10 4 -2.7%
OPCH Option Care Health, Inc. 0.54% 4 Bullish 1 2 +6.6%
FSS Federal Signal Corporation 0.54% 4 Bullish 6 2 -2.4%
ACIW ACI Worldwide, Inc. 0.46% 4 Bullish 2 1 -4.8%
CRS Carpenter Technology Corporation 0.44% 4 Bullish 10 5 +8.6%
CNS Cohen & Steers, Inc. 0.14% 4 Bullish 24 1 +4.5%
THR Thermon Group Holdings, Inc. 0.11% 4 Bullish 12 1 +26.4%
BCRX BioCryst Pharmaceuticals, Inc. 0.11% 4 Bullish 13 1 +10.9%
Showing 50 of 657 holdings · Page 1 of 14
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 SECURITIES LENDING CF Private 4.46% $179.8M 179,778,930
2 BLOOM ENERGY CORP CL A BE 1.54% $61.9M 395,173 -447.6 $35.5B Industrials
3 CASH CF Cash 1.18% $47.6M 47,565,692
4 FABRINET FN 1.11% $44.6M 89,034 48.4 $18.1B Technology
5 CREDO TECHNOLOGY GROUP HOL LTD CRDO 0.91% $36.6M 360,259 53.7 $19.1B Technology
6 GUARDANT HEALTH INC GH 0.79% $31.9M 365,401 -26.3 $11.2B Healthcare
7 HECLA MINING CO HL 0.78% $31.3M 1,690,276 35.9 $11.6B Basic Materials
8 COEUR MINING INC CDE 0.76% $30.8M 1,596,912 19.2 $11.3B Basic Materials
9 FASTLY INC CL A FSLY 0.74% $29.8M 1,110,179 -31.1 $3.8B Technology
10 COMMERCIAL METALS CO CMC 0.73% $29.4M 477,953 15.3 $6.7B Basic Materials
11 HEALTHEQUITY INC HQY 0.73% $29.4M 370,021 32.4 $7.0B Healthcare
12 ENERSYS INC ENS 0.72% $29.1M 177,094 19.5 $6.1B Industrials
13 VICOR CORPORATION VICR 0.69% $27.8M 144,875 62.7 $7.4B Technology
14 PHILLIPS EDISON & CO PECO 0.69% $27.9M 742,794 41.3 $4.6B Real Estate
15 SOUTHWEST GAS HOLDINGS INC SWX 0.65% $26.4M 305,420 13.7 $6.0B Utilities
16 ABERCROMBIE & FITCH CO CL A ANF 0.64% $25.7M 298,480 7.9 $4.1B Consumer Cyclical
17 DELEK US HOLDINGS INC DK 0.64% $25.8M 568,436 -116.5 $2.6B Energy
18 CALIFORNIA RES CORP CRC 0.64% $25.9M 403,115 15.2 $5.6B Energy
19 RESIDEO TECHNOLOGIES INC REZI 0.64% $25.9M 770,629 -9.3 $5.0B Industrials
20 LIFE TIME GROUP HOLDINGS INC LTH 0.63% $25.5M 988,920 15.3 $5.7B Consumer Cyclical
21 EASTERN BANKSHARES INC EBC 0.62% $24.8M 1,337,721 45.7 $4.2B Financial Services
22 OUTFRONT MEDIA INC OUT 0.62% $25.1M 928,947 30.0 $4.6B Real Estate
23 ARCHROCK INC AROC 0.62% $25.1M 702,601 19.2 $6.2B Energy
24 CLEAR SECURE INC YOU 0.60% $24.0M 493,980 42.1 $4.6B Technology
25 URBAN OUTFITTERS URBN 0.60% $24.0M 376,354 12.2 $5.7B Consumer Cyclical
26 PLANET LABS PBC A PL 0.60% $24.2M 975,645 -43.5 $10.7B Industrials
27 TENABLE HOLDINGS INC TENB 0.58% $23.5M 1,154,508 -65.3 $2.4B Technology
28 KULICKE & SOFFA INDUSTRIES INC KLIC 0.57% $22.8M 347,384 -51.7 $3.3B Technology
29 PHINIA INC PHIN 0.55% $22.2M 350,620 18.9 $2.4B Consumer Cyclical
30 EXTREME NETWORKS INC EXTR 0.55% $22.3M 1,496,866 214.7 $2.0B Technology
31 COMFORT SYSTEMS USA INC FIX 0.55% $22.1M 15,554 46.8 $47.9B Industrials
32 SONOS INC SONO 0.55% $22.2M 1,663,495 -89.9 $1.6B Technology
33 PLEXUS CORP PLXS 0.54% $21.6M 110,542 29.5 $5.2B Technology
34 FEDERAL SIGNAL CORP FSS 0.54% $21.8M 203,465 26.0 $6.4B Industrials
35 OPTION CARE HEALTH INC OPCH 0.54% $21.6M 727,914 21.4 $4.5B Healthcare
36 WESBANCO INC WSBC 0.54% $21.9M 670,310 13.3 $3.2B Financial Services
37 SANMINA CORP SANM 0.52% $20.9M 167,046 28.9 $6.7B Technology
38 STONEX GROUP INC SNEX 0.52% $20.9M 200,475 14.7 $5.5B Financial Services
39 ARCOSA INC ACA 0.52% $21.0M 202,127 23.7 $4.9B Industrials
40 CARETRUST REIT INC CTRE 0.52% $21.1M 528,248 25.1 $7.0B Real Estate
41 AXSOME THERAPEUTICS INC AXSM 0.52% $21.1M 133,679 -43.4 $8.0B Healthcare
42 CECO ENVIRONMENTAL CORP CECO 0.51% $20.5M 364,073 39.4 $2.0B Industrials
43 DYCOM INDUSTRIES INC DY 0.51% $20.5M 58,191 34.8 $10.1B Industrials
44 FTAI AVIATION LTD FTAI 0.51% $20.4M 84,692 47.1 $23.6B Industrials
45 AAR CORP AIR 0.51% $20.5M 188,095 39.6 $4.0B Industrials
46 CUSHMAN & WAKEFIELD LTD CWK 0.50% $20.0M 1,615,104 31.1 $2.7B Real Estate
47 DXP ENTERPRISES INC DXPE 0.50% $20.3M 154,700 22.6 $2.0B Industrials
48 SKYWEST INC SKYW 0.49% $19.6M 220,715 8.2 $3.6B Industrials
49 ALIGNMENT HEALTHCARE INC ALHC 0.49% $19.9M 1,096,312 -4742.3 $3.5B Healthcare
50 AVISTA CORP AVA 0.48% $19.2M 482,810 16.2 $3.2B Utilities
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms