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MMLG

First Trust Multi-Manager Large Growth ETF
1W: -2.4% 1M: -4.9% 3M: -9.2% YTD: -11.1% 1Y: +10.4% 3Y: +75.3% 5Y: +28.0%
$31.34
-0.65 (-2.03%)
After Hours: $31.37 (+0.03, +0.10%)
ETF AMEX · AUM $80.5M
ETF-Level Metrics
AUM$80M
Holdings75
Top 10 Wt—%
Beta1.41
% Profitable89%
Coverage0%
Portfolio Valuation
P/E12.5
P/B4.0
P/S3.9
EV/EBITDA18.3
P/FCF18.9
PEG0.57
Profitability & Returns
Gross Margin55.8%
Net Margin30.9%
ROE34.9%
ROA16.7%
ROIC37.3%
Div Yield0.42%
Leverage & Liquidity
Debt/Equity0.36
Debt/Assets0.18
Net Debt/EBITDA-0.4x
Interest Cov31.0x
Current Ratio1.32
Quick Ratio1.21
Growth (YoY)
Revenue+19.3%
Net Income+42.6%
EPS+43.4%
FCF+38.3%
EBITDA+35.4%
Rev CAGR 3Y+19.3%
Quality Scores
Piotroski F6.9
Altman Z11.83
IS Quality72.0
IS Overall59.0
IS Value36.8
Median P/E29.6

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 28 0.0% -43.4
Industrials 10 0.0% 66.9
Consumer Cyclical 10 0.0% 51.0
Financial Services 9 0.0% 25.5
Healthcare 7 0.0% 8.6
Communication Services 6 0.0% 36.9
Consumer Defensive 2 0.0% 32.6
Utilities 1 0.0% 47.4
Other 1 0.0%
Basic Materials 1 0.0% 29.1

Smart Money Overlap

12 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
NFLX Netflix, Inc. 0.00% 4 Bullish 71 14 -5.4%
GEV GE Vernova Inc. 0.00% 4 Bullish 8 7 -2.4%
WMT Walmart Inc. 0.00% 4 Bullish 21 3 -1.1%
FERG Ferguson plc 0.00% 4 Bullish 28 1 -0.9%
KKR KKR & Co. Inc. 0.00% 4 Bullish 13 1 -4.1%
MU Micron Technology, Inc. 0.00% 4 Bullish 3 3 +1.2%
MA Mastercard Incorporated 0.00% 4 Bullish 13 3 -4.0%
CRS Carpenter Technology Corporation 0.00% 4 Bullish 10 5 +8.6%
V Visa Inc. 0.00% 4 Bullish 7 12 -4.8%
LHX L3Harris Technologies, Inc. 0.00% 4 Bullish 15 1 -0.3%
MSFT Microsoft Corporation 0.00% 4 Bullish 1 23 -5.0%
AVGO Broadcom Inc. 0.00% 4 Bullish 1 11 -3.5%
Showing 50 of 75 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Apple Inc. AAPL 0.00% $3.3M 13,077 31.1 $3.6T Technology
2 Sea Limited (ADR) SE 0.00% $1.1M 13,864 29.9 $46.7B Consumer Cyclical
3 Taiwan Semiconductor Manufacturing Company Limited (ADR) TSM 0.00% $2.2M 5,810 27.8 $1.7T Technology
4 Netflix, Inc. NFLX 0.00% $2.1M 20,246 35.4 $389.1B Communication Services
5 Spotify Technology S.A. SPOT 0.00% $2.0M 2,484 38.1 $97.7B Communication Services
6 Palantir Technologies Inc. (Class A) PLTR 0.00% $616,181 3,564 221.3 $345.3B Technology
7 Arista Networks, Inc. ANET 0.00% $606,357 4,574 47.0 $165.2B Technology
8 Roblox Corporation (Class A) RBLX 0.00% $592,283 10,544 -37.5 $40.4B Technology
9 Amphenol Corporation APH 0.00% $540,107 4,175 36.4 $155.8B Technology
10 Oracle Corporation ORCL 0.00% $536,855 3,578 26.4 $430.3B Technology
11 Vertex Pharmaceuticals Incorporated VRTX 0.00% $533,170 1,210 29.2 $115.3B Healthcare
12 Advanced Micro Devices, Inc. AMD 0.00% $494,701 2,873 75.7 $328.3B Technology
13 GE Vernova Inc. GEV 0.00% $474,668 560 47.4 $230.9B Utilities
14 Hilton Worldwide Holdings Inc. HLT 0.00% $436,619 1,888 47.4 $68.0B Consumer Cyclical
15 Lowe's Companies, Inc. LOW 0.00% $440,354 1,723 18.9 $126.1B Consumer Cyclical
16 Palo Alto Networks, Inc. PANW 0.00% $430,291 2,566 88.3 $111.1B Technology
17 Walmart Inc. WMT 0.00% $424,663 4,056 43.3 $948.9B Consumer Defensive
18 BJ's Wholesale Club Holdings, Inc. BJ 0.00% $415,036 4,341 21.8 $12.7B Consumer Defensive
19 O'Reilly Automotive, Inc. ORLY 0.00% $405,177 4,345 29.0 $73.7B Consumer Cyclical
20 Shopify Inc. (Class A) SHOP 0.00% $2.3M 18,897 123.2 $152.4B Technology
21 Liberty Media Corp-Liberty Formula One (Class C) FWONK 0.00% $357,579 4,499 23.2 $20.4B Communication Services
22 Royal Caribbean Cruises Ltd. RCL 0.00% $363,392 1,304 16.7 $71.9B Consumer Cyclical
23 Chipotle Mexican Grill, Inc. CMG 0.00% $341,884 10,761 28.6 $44.1B Consumer Cyclical
24 Ferguson Enterprises Inc. FERG 0.00% $312,849 1,505 20.6 $42.3B Industrials
25 Analog Devices, Inc. ADI 0.00% $296,470 703 55.9 $151.1B Technology
26 Ultragenyx Pharmaceutical Inc. RARE 0.00% $285,349 14,309 -3.4 $1.9B Healthcare
27 Caterpillar Inc. CAT 0.00% $276,837 643 35.8 $318.6B Industrials
28 DexCom, Inc. DXCM 0.00% $277,354 3,960 31.0 $26.1B Healthcare
29 Nasdaq, Inc. NDAQ 0.00% $277,703 2,361 27.5 $49.3B Financial Services
30 Cadence Design Systems, Inc. CDNS 0.00% $269,006 971 69.4 $77.4B Technology
31 Intuit Inc. INTU 0.00% $255,845 794 29.3 $126.8B Technology
32 PTC Inc. PTC 0.00% $257,344 1,739 21.8 $17.8B Technology
33 Wells Fargo & Company WFC 0.00% $253,538 2,888 11.6 $243.9B Financial Services
34 Cummins Inc. CMI 0.00% $248,510 477 25.9 $73.7B Industrials
35 KKR & Co. Inc. (Class A) KKR 0.00% $234,563 2,590 33.8 $80.2B Financial Services
36 Veeva Systems Inc. (Class A) VEEV 0.00% $227,533 1,279 33.3 $30.3B Healthcare
37 FTAI Aviation Ltd. FTAI 0.00% $212,284 1,211 47.1 $23.6B Industrials
38 Micron Technology, Inc. MU 0.00% $214,138 495 19.7 $476.0B Technology
39 Synopsys, Inc. SNPS 0.00% $213,697 517 61.1 $80.5B Technology
40 Natera, Inc. NTRA 0.00% $202,527 1,034 -128.3 $27.7B Healthcare
41 American Express Company AXP 0.00% $193,769 979 18.7 $203.3B Financial Services
42 Coherent Corp. COHR 0.00% $181,049 1,031 134.4 $40.2B Technology
43 Intuitive Surgical, Inc. ISRG 0.00% $173,735 59.4 $169.7B Healthcare
44 Interactive Brokers Group, Inc. (Class A) IBKR 0.00% $166,179 3,307 29.6 $113.1B Financial Services
45 Wayfair Inc. (Class A) W 0.00% $171,302 -30.1 $9.5B Consumer Cyclical
46 Builders FirstSource, Inc. BLDR 0.00% $159,095 1,937 20.6 $9.0B Industrials
47 EchoStar Corporation (Class A) SATS 0.00% $160,173 1,528 -1.4 $31.6B Technology
48 Snowflake Inc. (Class A) SNOW 0.00% $92,085 -43.2 $57.5B Technology
49 GE Aerospace GE 0.00% $647,666 2,252 35.2 $302.5B Industrials
50 Datadog, Inc. (Class A) DDOG 0.00% $696,219 5,486 407.4 $44.3B Technology

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