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KVLE

KraneShares Value Line Dynamic Dividend Equity Index ETF
1W: -2.7% 1M: -7.7% 3M: -9.6% YTD: -3.7% 1Y: +0.0% 3Y: +29.5% 5Y: +41.2%
$24.67
-0.42 (-1.68%)
 
ETF AMEX · AUM $27.4M
ETF-Level Metrics
AUM$27M
Holdings76
Top 10 Wt31.4%
Beta0.84
% Profitable92%
Coverage100%
Portfolio Valuation
P/E43.3
P/B14.1
P/S11.6
EV/EBITDA24.1
P/FCF55.0
PEG3.07
Profitability & Returns
Gross Margin56.2%
Net Margin26.8%
ROE35.6%
ROA8.7%
ROIC30.6%
Div Yield3.52%
Leverage & Liquidity
Debt/Equity1.00
Debt/Assets0.25
Net Debt/EBITDA0.0x
Interest Cov5.6x
Current Ratio0.77
Quick Ratio0.75
Growth (YoY)
Revenue+15.0%
Net Income+26.5%
EPS+26.9%
FCF+19.1%
EBITDA+23.4%
Rev CAGR 3Y+11.5%
Quality Scores
Piotroski F6.5
Altman Z9.94
IS Quality70.8
IS Overall58.5
IS Value53.4
Median P/E21.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 17 31.2% 43.2
Industrials 10 10.8% 21.4
Real Estate 8 10.5% 20.3
Financial Services 8 10.0% 12.9
Consumer Cyclical 10 9.3% 66.1
Healthcare 5 8.5% 33.0
Consumer Defensive 6 7.6% 1.9
Communication Services 3 4.6% 17.9
Energy 3 3.5% 24.4
Utilities 4 2.3% 19.5
Basic Materials 1 1.3% 29.5
Other 1 0.4%

Smart Money Overlap

8 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 3.29% 4 Bullish 1 11 -3.5%
JNJ Johnson & Johnson 2.39% 4 Bullish 12 2 -2.7%
IBM International Business Machines Corporation 1.59% 4 Bullish 10 8 +1.0%
PFE Pfizer Inc. 1.58% 4 Bullish 11 1 +1.5%
UNP Union Pacific Corporation 1.02% 4 Bullish 37 3 -6.2%
OKE ONEOK, Inc. 1.01% 4 Bullish 3 1 +7.0%
UNH UnitedHealth Group Incorporated 0.90% 4 Bullish 7 7 -2.0%
CNS Cohen & Steers, Inc. 0.48% 4 Bullish 24 1 +4.5%
Showing 50 of 76 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 6.92% $1.9M 10,696 35.0 $4.2T Technology
2 MICROSOFT CORP 4338.HK 5.98% $1.7M 4,243 23.8 $24.7T Technology
3 BROADCOM INC AVGO 3.29% $906,746 2,835 59.0 $1.5T Technology
4 ALPHABET INC-CL C GOOG 2.70% $745,064 2,437 27.5 $3.6T Communication Services
5 JOHNSON & JOHNSON JNJ 2.39% $658,865 2,773 21.3 $567.2B Healthcare
6 JPMORGAN CHASE & CO 0Q1F.L 2.31% $637,566 2,214 14.0 $801.4B Financial Services
7 CISCO SYSTEMS INC 4333.HK 2.04% $561,661 7,154 27.7 $2.3T Technology
8 ABBVIE INC ABBV 2.01% $553,934 2,686 86.4 $362.6B Healthcare
9 GOLDMAN SACHS GROUP INC GS 1.98% $545,603 674 14.8 $244.1B Financial Services
10 HOME DEPOT INC HD 1.80% $497,566 1,516 22.5 $319.3B Consumer Cyclical
11 TEXAS INSTRUMENTS INC 0R2H.L 1.78% $490,684 2,606 34.0 $175.6B Technology
12 PHILIP MORRIS INTERNATIONAL PM 1.75% $482,105 2,951 22.4 $253.9B Consumer Defensive
13 AMPHENOL CORP-CL A 0HFB.L 1.74% $478,832 3,665 36.4 $155.7B Technology
14 ALTRIA GROUP INC MO 1.69% $465,511 7,154 15.6 $108.2B Consumer Defensive
15 SIMON PROPERTY GROUP INC 0L6P.L 1.63% $449,579 2,350 13.0 $60.8B Real Estate
16 AUTOMATIC DATA PROCESSING 0HJI.L 1.62% $446,599 2,120 19.9 $91.6B Technology
17 UNITED PARCEL SERVICE-CL B UPS.MX 1.59% $439,058 4,547 14.6 $1.5T Industrials
18 INTL BUSINESS MACHINES CORP IBM 1.59% $437,647 1,748 21.4 $226.8B Technology
19 ILLINOIS TOOL WORKS 0J8W.L 1.58% $436,539 1,675 24.4 $74.2B Industrials
20 PFIZER INC PFE 1.58% $435,874 15,902 19.7 $153.4B Healthcare
21 BRISTOL-MYERS SQUIBB CO BMY 1.58% $434,953 7,485 16.6 $117.1B Healthcare
22 T ROWE PRICE GROUP INC TROW 1.54% $423,519 4,863 9.2 $18.8B Financial Services
23 EQUITY RESIDENTIAL 0IIB.L 1.51% $417,305 7,036 19.6 $22.5B Real Estate
24 WESTERN UNION CO W3U.DE 1.50% $414,468 45,149 5.7 $3.1B Technology
25 TESLA INC TSLA 1.50% $414,147 1,089 313.4 $1.4T Consumer Cyclical
26 MAIN STREET CAPITAL CORP MAIN 1.50% $412,600 7,449 10.0 $5.0B Financial Services
27 VERIZON COMMUNICATIONS INC VZ 1.49% $410,536 8,297 12.3 $210.8B Communication Services
28 PAYCHEX INC 0KGE.L 1.49% $409,669 4,467 20.9 $33.5B Technology
29 WP CAREY INC 0LS8.L 1.49% $411,215 5,927 31.9 $14.8B Real Estate
30 FLOWERS FOODS INC FLO 1.47% $404,915 48,377 20.6 $1.7B Consumer Defensive
31 AMERICAN HOMES 4 RENT- A 0HEJ.L 1.47% $405,160 14,398 22.4 $10.2B Real Estate
32 PUBLIC STORAGE 0KS3.L 1.47% $405,734 1,463 26.1 $47.3B Real Estate
33 VICI PROPERTIES INC VICI 1.47% $406,521 14,529 10.3 $28.7B Real Estate
34 BEST BUY CO INC BBY 1.44% $398,556 6,209 12.4 $13.2B Consumer Cyclical
35 ENERGIZER HOLDINGS INC ENR 1.41% $390,157 23,141 5.4 $1.1B Industrials
36 UPBOUND GROUP INC RCII 1.41% $389,241 22,604 13.3 $1.5B Industrials
37 CAL-MAINE FOODS INC CALM 1.41% $389,073 4,788 3.3 $3.7B Consumer Defensive
38 KINDER MORGAN INC 0JR2.L 1.34% $368,442 11,018 23.9 $73.7B Energy
39 SOUTHERN COPPER CORP SCCO 1.34% $369,481 2,312 29.5 $126.1B Basic Materials
40 WENDY'S CO/THE WEN 1.28% $353,664 50,094 8.2 $1.3B Consumer Cyclical
41 CHEVRON CORP CVX 1.18% $326,333 1,620 32.6 $403.4B Energy
42 TAPESTRY INC 0LD5.L 1.14% $315,731 2,211 55.1 $28.8B Consumer Cyclical
43 FASTENAL CO FAST 1.04% $287,583 6,464 39.9 $50.3B Industrials
44 UNION PACIFIC CORP UNP 1.02% $281,250 1,201 19.5 $139.4B Industrials
45 ONEOK INC OKE 1.01% $279,754 3,165 16.6 $56.2B Energy
46 SNAP-ON INC 0L7G.L 1.01% $277,432 769 18.2 $18.6B Industrials
47 MORGAN STANLEY MS 0.92% $253,997 1,602 15.0 $256.4B Financial Services
48 REGENCY CENTERS CORP 0KUT.L 0.91% $252,003 3,286 22.5 $27.7B Real Estate
49 UNITEDHEALTH GROUP INC UNH 0.90% $247,909 884 20.8 $250.1B Healthcare
50 HARLEY-DAVIDSON INC HAR.DE 0.88% $242,334 13,769 5.9 $3.0B Consumer Cyclical

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