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FTWO

Strive Natural Resources and Security ETF
1W: -5.1% 1M: -8.3% 3M: +10.2% YTD: +5.4% 1Y: +42.1%
$43.79
-1.42 (-3.14%)
After Hours: $48.73 (+4.95, +11.29%)
ETF NYSE · AUM $57.5M
ETF-Level Metrics
AUM$58M
Holdings50
Top 10 Wt47.7%
Beta0.71
% Profitable81%
Coverage90%
Portfolio Valuation
P/E27.2
P/B3.3
P/S2.7
EV/EBITDA12.4
P/FCF27.7
PEG1.15
Profitability & Returns
Gross Margin31.4%
Net Margin9.8%
ROE12.5%
ROA5.8%
ROIC8.5%
Div Yield1.51%
Leverage & Liquidity
Debt/Equity0.36
Debt/Assets0.17
Net Debt/EBITDA0.9x
Interest Cov13.3x
Current Ratio1.22
Quick Ratio0.82
Growth (YoY)
Revenue+14.4%
Net Income+43.4%
EPS+44.7%
FCF+57.7%
EBITDA+18.8%
Rev CAGR 3Y+5.4%
Quality Scores
Piotroski F6.6
Altman Z5.24
IS Quality72.8
IS Overall57.2
IS Value47.7
Median P/E23.0

Sector Breakdown

6 sectors
Sector # Holdings Total Weight % Avg P/E
Energy 15 28.7% 14.9
Basic Materials 15 25.1% 23.5
Industrials 15 23.3% 29.0
Utilities 3 11.6% -33.3
Consumer Defensive 2 1.1% 74.2
Other 3 0.5%

Smart Money Overlap

9 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
RTX RTX Corporation 3.95% 4 Bullish 18 3 +1.2%
FCX Freeport-McMoRan Inc. 2.44% 4 Bullish 2 2 +30.2%
COP ConocoPhillips 1.92% 4 Bullish 1 3 +18.9%
HWM Howmet Aerospace Inc. 1.36% 4 Bullish 6 1 +8.7%
GD General Dynamics Corporation 1.22% 4 Bullish 40 1 -2.9%
WMB The Williams Companies, Inc. 1.11% 4 Bullish 12 1 -0.3%
LHX L3Harris Technologies, Inc. 1.00% 4 Bullish 15 1 -0.3%
EOG EOG Resources, Inc. 0.93% 4 Bullish 21 1 +23.1%
INGR Ingredion Incorporated 0.47% 4 Bullish 33 2 -1.9%
Showing 50 of 53 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Constellation Energy Corp CEG 9.47% $7.4M 23,281 38.1 $88.1B Utilities
2 Exxon Mobil Corp XOM 8.22% $6.4M 40,439 24.0 $665.6B Energy
3 Chevron Corp CVX 4.69% $3.6M 18,116 32.6 $403.4B Energy
4 Cameco Corp CCO.TO 4.45% $3.5M 32,477 103.5 $61.0B Energy
5 GE AEROSPACE GE 4.35% $3.4M 11,594 35.2 $302.5B Industrials
6 RTX Corp RTX 3.95% $3.1M 15,298 39.6 $266.0B Industrials
7 Corteva Inc CTVA 3.63% $2.8M 36,158 47.6 $52.0B Basic Materials
8 Newmont Corp NEM 3.45% $2.7M 27,013 15.0 $104.5B Basic Materials
9 Agnico Eagle Mines Ltd AEM.TO 2.95% $2.3M 12,429 20.2 $124.4B Basic Materials
10 Nutrien Ltd NTR.TO 2.51% $2.0M 25,655 15.9 $49.6B Basic Materials
11 Freeport-McMoRan Inc FCX 2.44% $1.9M 35,370 34.2 $74.9B Basic Materials
12 Boeing Co/The BA 2.31% $1.8M 8,932 67.1 $153.2B Industrials
13 Lockheed Martin Corp LMT 2.16% $1.7M 2,640 28.9 $145.2B Industrials
14 Barrick Mining Corp ABX.TO 2.03% $1.6M 41,425 12.5 $85.4B Basic Materials
15 ConocoPhillips COP 1.92% $1.5M 11,878 19.1 $155.1B Energy
16 BWX Technologies Inc BWXT 1.84% $1.4M 6,808 55.6 $18.3B Industrials
17 Wheaton Precious Metals Corp WPM.TO 1.75% $1.4M 11,242 35.2 $71.3B Basic Materials
18 Northrop Grumman Corp NOC 1.49% $1.2M 1,622 24.2 $100.3B Industrials
19 Talen Energy Corp TLN 1.49% $1.2M 3,402 -63.2 $13.8B Utilities
20 Enbridge Inc ENB.TO 1.44% $1.1M 20,810 21.4 $160.0B Energy
21 Franco-Nevada Corp FNV.TO 1.41% $1.1M 4,749 38.4 $58.9B Basic Materials
22 Howmet Aerospace Inc HWM 1.36% $1.1M 4,536 61.6 $93.1B Industrials
23 CF Industries Holdings Inc CF 1.33% $1.0M 8,219 13.4 $19.5B Basic Materials
24 CANADIAN NAT RES LTD CNQ.TO 1.26% $983,009 19,580 13.0 $140.6B Energy
25 General Dynamics Corp GD 1.22% $948,896 2,714 22.2 $93.5B Industrials
26 Williams Cos Inc/The WMB 1.11% $866,428 11,699 33.8 $88.5B Energy
27 Kinross Gold Corp K.TO 1.05% $814,733 29,767 13.4 $43.8B Basic Materials
28 L3Harris Technologies Inc LHX 1.00% $775,408 2,132 41.1 $66.0B Industrials
29 TransDigm Group Inc TDG 0.98% $762,842 640 34.8 $66.5B Industrials
30 Suncor Energy Inc SU.TO 0.94% $728,065 11,495 17.7 $104.1B Energy
31 EOG Resources Inc EOG 0.93% $722,836 5,207 15.0 $75.3B Energy
32 SLB Ltd SLB 0.88% $686,695 14,360 20.5 $69.7B Energy
33 TC Energy Corp TRP.TO 0.83% $642,791 10,014 25.7 $90.4B Energy
34 Teck Resources Ltd TECK-B.TO 0.72% $560,443 11,832 21.7 $30.5B Basic Materials
35 Oklo Inc OKLO 0.68% $530,657 9,703 -74.8 $8.4B Utilities
36 NexGen Energy Ltd NXE.TO 0.68% $529,705 46,527 -30.1 $10.1B Energy
37 Pan American Silver Corp PAAS.TO 0.65% $504,491 10,450 20.0 $23.6B Basic Materials
38 Toro Co/The TTC 0.62% $485,134 5,172 27.5 $9.1B Industrials
39 Uranium Energy Corp UEC 0.61% $471,068 35,472 -71.8 $5.9B Energy
40 DARLING INGREDIENTS INC DAR 0.61% $471,838 8,307 138.9 $8.7B Consumer Defensive
41 Royal Gold Inc RGLD 0.60% $469,271 2,085 37.1 $14.1B Basic Materials
42 Mosaic Co/The MOS 0.57% $441,025 16,833 5.7 $7.5B Basic Materials
43 Rocket Lab Corp RKLB 0.56% $434,098 6,035 -194.2 $38.1B Industrials
44 CNH Industrial NV CNH 0.55% $426,233 42,285 24.2 $12.3B Industrials
45 Ingredion Inc INGR 0.47% $369,414 3,351 9.5 $6.9B Consumer Defensive
46 AGCO Corp AGCO 0.47% $364,849 3,289 11.1 $7.9B Industrials
47 Mirion Technologies Inc MIR 0.45% $352,057 17,880 156.6 $4.5B Industrials
48 First American Government Obligations Fund 12/01/2031 Swap 0.44% $341,218 341,218
49 Energy Fuels Inc/Canada EFR.TO 0.40% $310,173 17,293 -45.5 $5.6B Energy
50 Centrus Energy Corp LEU 0.33% $255,952 1,248 45.2 $3.5B Energy

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