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LCTU

iShares U.S. Carbon Transition Readiness Aware Active ETF
1W: -1.7% 1M: -5.5% 3M: -4.1% YTD: -5.8% 1Y: +14.8% 3Y: +69.4%
$69.86
-1.13 (-1.59%)
After Hours: $75.78 (+5.92, +8.47%)
ETF AMEX · AUM $1.4B
ETF-Level Metrics
AUM$1.4B
Holdings305
Top 10 Wt33.7%
Beta1.04
% Profitable87%
Coverage99%
Portfolio Valuation
P/E33.5
P/B11.2
P/S7.8
EV/EBITDA23.2
P/FCF40.9
PEG1.46
Profitability & Returns
Gross Margin50.0%
Net Margin23.1%
ROE37.0%
ROA11.7%
ROIC32.5%
Div Yield1.22%
Leverage & Liquidity
Debt/Equity0.57
Debt/Assets0.19
Net Debt/EBITDA-0.1x
Interest Cov10.7x
Current Ratio1.12
Quick Ratio1.06
Growth (YoY)
Revenue+16.8%
Net Income+28.0%
EPS+28.9%
FCF+33.9%
EBITDA+26.4%
Rev CAGR 3Y+14.7%
Quality Scores
Piotroski F6.9
Altman Z11.10
IS Quality76.0
IS Overall61.3
IS Value45.5
Median P/E24.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 61 33.0% 45.3
Financial Services 46 12.2% 18.7
Consumer Cyclical 37 9.9% 39.2
Communication Services 19 9.9% 47.4
Healthcare 35 9.5% 21.8
Industrials 47 8.9% 32.6
Consumer Defensive 19 5.0% 14.6
Energy 13 3.6% 11.9
Utilities 11 3.2% 22.8
Real Estate 8 2.5% 43.5
Basic Materials 9 2.0% 16.0
Other 5 0.3%

Smart Money Overlap

47 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 3.81% 4 Bullish 1 23 -5.0%
AVGO Broadcom Inc. 2.20% 4 Bullish 1 11 -3.5%
RTX RTX Corporation 1.28% 4 Bullish 18 3 +1.2%
WMT Walmart Inc. 1.00% 4 Bullish 21 3 -1.1%
MA Mastercard Incorporated 0.96% 4 Bullish 13 3 -4.0%
NFLX Netflix, Inc. 0.95% 4 Bullish 71 14 -5.4%
MU Micron Technology, Inc. 0.69% 4 Bullish 3 3 +1.2%
JNJ Johnson & Johnson 0.67% 4 Bullish 12 2 -2.7%
PFE Pfizer Inc. 0.58% 4 Bullish 11 1 +1.5%
UNH UnitedHealth Group Incorporated 0.53% 4 Bullish 7 7 -2.0%
UBER Uber Technologies, Inc. 0.49% 4 Bullish 7 3 -2.7%
V Visa Inc. 0.49% 4 Bullish 7 12 -4.8%
BK The Bank of New York Mellon Corporation 0.49% 4 Bullish 11 2 -3.2%
SPGI S&P Global Inc. 0.49% 4 Bullish 3 1 +8.9%
COP ConocoPhillips 0.47% 4 Bullish 1 3 +18.9%
GEV GE Vernova Inc. 0.45% 4 Bullish 8 7 -2.4%
DE Deere & Company 0.44% 4 Bullish 10 3 +19.5%
CSCO Cisco Systems, Inc. 0.43% 4 Bullish 5 6 -1.6%
OKE ONEOK, Inc. 0.40% 4 Bullish 3 1 +7.0%
NOW ServiceNow, Inc. 0.36% 4 Bullish 2 11 +2.2%
Showing 50 of 310 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 7.47% $99.9M 553,977 35.0 $4.2T Technology
2 APPLE INC AAPL 6.92% $92.7M 370,795 31.1 $3.6T Technology
3 MICROSOFT CORP MSFT 3.81% $51.0M 130,208 23.8 $2.8T Technology
4 AMAZON COM INC AMZN 2.77% $37.1M 176,556 28.3 $2.2T Consumer Cyclical
5 ALPHABET INC CLASS A GOOGL 2.61% $34.9M 113,466 27.5 $3.6T Communication Services
6 META PLATFORMS INC CLASS A META 2.50% $33.4M 54,246 24.8 $1.5T Communication Services
7 BROADCOM INC AVGO 2.20% $29.5M 93,417 59.0 $1.5T Technology
8 ALPHABET INC CLASS C GOOG 2.05% $27.4M 89,572 27.5 $3.6T Communication Services
9 TESLA INC TSLA 1.88% $25.2M 64,125 313.4 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC CLASS B BRK-B 1.45% $19.5M 40,192 15.5 $1.0T Financial Services
11 RTX CORP RTX 1.28% $17.2M 83,850 39.6 $266.0B Industrials
12 JPMORGAN CHASE & CO JPM 1.24% $16.6M 57,553 14.0 $772.9B Financial Services
13 ELI LILLY LLY 1.21% $16.2M 17,625 39.4 $856.6B Healthcare
14 BANK OF AMERICA CORP BAC 1.19% $15.9M 338,791 11.4 $344.4B Financial Services
15 ECOLAB INC ECL 1.07% $14.3M 54,453 34.9 $72.6B Basic Materials
16 PROLOGIS REIT INC PLD 1.01% $13.5M 102,949 36.1 $119.0B Real Estate
17 WALMART INC WMT 1.00% $13.4M 110,173 43.3 $948.9B Consumer Defensive
18 PEPSICO INC PEP 0.98% $13.1M 85,598 24.9 $205.2B Consumer Defensive
19 VICI PPTYS INC VICI 0.97% $13.0M 464,042 10.3 $28.7B Real Estate
20 MASTERCARD INC CLASS A MA 0.96% $12.8M 26,275 29.7 $442.9B Financial Services
21 NETFLIX INC NFLX 0.95% $12.7M 134,380 35.4 $389.1B Communication Services
22 AUTODESK INC ADSK 0.92% $12.3M 49,308 46.8 $52.6B Technology
23 GOLDMAN SACHS GROUP INC GS 0.88% $11.8M 14,641 14.8 $244.1B Financial Services
24 PUBLIC SERVICE ENTERPRISE GROUP IN PEG 0.76% $10.1M 120,147 18.8 $39.7B Utilities
25 GILEAD SCIENCES INC GILD 0.74% $9.9M 69,859 20.0 $170.3B Healthcare
26 TJX INC TJX 0.72% $9.6M 62,611 31.7 $172.5B Consumer Cyclical
27 MICRON TECHNOLOGY INC MU 0.69% $9.3M 20,078 19.7 $476.0B Technology
28 EXXON MOBIL CORP XOM 0.67% $9.0M 57,186 24.0 $665.6B Energy
29 JOHNSON & JOHNSON JNJ 0.67% $8.9M 37,668 21.3 $567.2B Healthcare
30 ABBVIE INC ABBV 0.67% $9.0M 43,209 86.4 $362.6B Healthcare
31 ADVANCED MICRO DEVICES INC AMD 0.65% $8.7M 43,612 75.7 $328.3B Technology
32 EVERSOURCE ENERGY ES 0.63% $8.5M 116,539 14.8 $25.0B Utilities
33 GE AEROSPACE GE 0.63% $8.4M 28,003 35.2 $302.5B Industrials
34 LAM RESEARCH CORP LRCX 0.59% $7.9M 35,360 46.3 $285.2B Technology
35 PFIZER INC PFE 0.58% $7.8M 284,772 19.7 $153.4B Healthcare
36 LIVE NATION ENTERTAINMENT INC LYV 0.57% $7.6M 48,597 70.7 $34.6B Communication Services
37 NASDAQ INC NDAQ 0.57% $7.6M 88,565 27.5 $49.3B Financial Services
38 KEYCORP KEY 0.56% $7.4M 390,082 11.6 $21.2B Financial Services
39 APPLIED MATERIAL INC AMAT 0.55% $7.3M 20,943 36.1 $283.4B Technology
40 AMGEN INC AMGN 0.55% $7.3M 20,770 24.3 $187.5B Healthcare
41 CHEVRON CORP CVX 0.54% $7.3M 36,626 32.6 $403.4B Energy
42 COSTCO WHOLESALE CORP COST 0.53% $7.1M 7,295 50.5 $431.4B Consumer Defensive
43 UNITEDHEALTH GROUP INC UNH 0.53% $7.1M 25,017 20.8 $250.1B Healthcare
44 CAPITAL ONE FINANCIAL CORP COF 0.52% $6.9M 38,417 40.0 $112.9B Financial Services
45 REPUBLIC SERVICES INC RSG 0.52% $7.0M 31,389 31.7 $67.9B Industrials
46 CATERPILLAR INC CAT 0.51% $6.8M 9,843 35.8 $318.6B Industrials
47 HOLOGIC INC HOLX 0.51% $6.8M 90,233 31.1 $16.8B Healthcare
48 COLGATE-PALMOLIVE CL 0.50% $6.7M 76,586 32.1 $68.2B Consumer Defensive
49 ANALOG DEVICES INC ADI 0.50% $6.7M 21,593 55.9 $151.1B Technology
50 BANK OF NEW YORK MELLON CORP BK 0.49% $6.6M 57,552 14.6 $80.2B Financial Services
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms