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HYLD

High Yield ETF
1W: -0.3% 1M: -0.8% 3M: +1.4% 1Y: -1.3% 3Y: +4.6% 5Y: +0.3%
$25.49
Last traded 2023-08-28 — delisted
ETF AMEX · AUM $94.9M
ETF-Level Metrics
AUM$95M
Holdings38
Top 10 Wt10.2%
Beta0.67
% Profitable5%
Coverage6%
Portfolio Valuation
P/E7.3
P/B0.9
P/S3.1
EV/EBITDA21.2
P/FCF38.3
PEG0.40
Profitability & Returns
Gross Margin96.1%
Net Margin42.8%
ROE14.3%
ROA2.1%
ROIC4.9%
Div Yield10.59%
Leverage & Liquidity
Debt/Equity5.61
Debt/Assets0.80
Net Debt/EBITDA18.1x
Interest Cov1.3x
Current Ratio0.04
Quick Ratio0.04
Growth (YoY)
Revenue+24.2%
Net Income+113.1%
EPS+106.7%
FCF+20.9%
EBITDA+82.1%
Rev CAGR 3Y+19.0%
Quality Scores
Piotroski F4.6
Altman Z11.13
IS Quality65.2
IS Overall57.1
IS Value86.9
Median P/E10.9

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Other 29 24.6%
Financial Services 8 6.2% 10.7
Real Estate 1 1.0% 7.3
Energy 1 0.1% 21.7

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 39 of 39 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Private 5.54% $7.0M 7,257,672
2 PGIM High Yield Bond Fund, Inc ISD 1.43% $1.8M 116,390 9.6 $439M Financial Services
3 Private BL1389974 1.36% $1.7M 1,857,356
4 BlackRock Corporate High Yield Fund, Inc. HYT 1.30% $1.6M 140,000 8.7 $1.4B Financial Services
5 Annaly Capital Management, Inc. NLY 1.01% $1.3M 143,472 7.3 $15.4B Real Estate
6 PGIM Global High Yield Fund, Inc GHY 1.01% $1.3M 85,657 8.5 $479M Financial Services
7 Western Asset High Income Opportunity Fund Inc. HIO 0.96% $1.2M 241,565 $345M Financial Services
8 Private BL2720458 0.82% $1.0M 1,069,938
9 Private BL2213942 0.81% $1.0M 1,246,818
10 Private BL3306372 0.78% $985,857 1,000,000
11 Private BL3202928 0.77% $973,218 1,000,000
12 Private BL2727438 0.77% $973,218 1,000,000
13 Private BL3443555 0.77% $973,218 997,500
14 Private BL2727891 0.76% $960,578 994,897
15 Private BL3549476 0.76% $960,578 994,962
16 Private BL3580844 0.76% $960,578 1,000,000
17 Private BL2946269 0.76% $960,578 1,000,000
18 Private BL3102201 0.76% $960,578 1,000,000
19 Private BL3190842 0.75% $947,939 1,000,000
20 Private BL2692665 0.75% $947,939 995,949
21 Private BL3608504 0.75% $947,939 1,000,000
22 Private BL3151927 0.75% $947,939 985,000
23 Private BL2826677 0.73% $922,661 984,749
24 Private BL3471028 0.72% $910,022 976,666
25 Private BL2943522 0.69% $872,104 895,622
26 AllianceBernstein Global High Income Fund AWF 0.64% $808,908 67,463 12.1 $881M Financial Services
27 Private BL3572759 0.57% $720,434 740,609
28 Private BL2407452 0.55% $695,155 732,120
29 Private BL2990234 0.55% $695,155 719,343
30 Private BL3600709 0.48% $606,681 635,555
31 Private WFCPL 0.45% $568,764 400
32 Private BACPL 0.43% $543,485 400
33 Private BL2995993 0.38% $480,289 489,993
34 Private BL2686915 0.37% $467,650 493,355
35 Global X NASDAQ 100 Covered Call ETF QYLD 0.35% $442,372 20,422 $8.3B Financial Services
36 Ares Dynamic Credit Allocation Fund, Inc. ARDC 0.33% $417,093 27,018 13.0 $290M Financial Services
37 Private BL3600717 0.27% $341,258 364,444
38 BRW BRW 0.20% $252,784 56,194 12.3 $281M Financial Services
39 CFWFF CFWFF 0.10% $126,392 38,773 21.7 $387M Energy

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