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OPTZ

Optimize Strategy Index ETF
1W: -1.0% 1M: -6.5% 3M: +0.2% YTD: -0.7% 1Y: +30.1%
$36.04
-0.68 (-1.85%)
After Hours: $36.23 (+0.20, +0.54%)
ETF NASDAQ · AUM $204.3M
ETF-Level Metrics
AUM$204M
Holdings354
Top 10 Wt13.6%
Beta1.23
% Profitable82%
Coverage99%
Portfolio Valuation
P/E32.0
P/B7.3
P/S4.8
EV/EBITDA19.4
P/FCF34.1
PEG1.87
Profitability & Returns
Gross Margin43.7%
Net Margin14.7%
ROE23.9%
ROA6.5%
ROIC16.4%
Div Yield1.07%
Leverage & Liquidity
Debt/Equity1.00
Debt/Assets0.28
Net Debt/EBITDA1.0x
Interest Cov4.8x
Current Ratio0.99
Quick Ratio0.90
Growth (YoY)
Revenue+14.7%
Net Income+49.3%
EPS+50.7%
FCF+33.7%
EBITDA+35.9%
Rev CAGR 3Y+9.4%
Quality Scores
Piotroski F6.4
Altman Z7.83
IS Quality66.8
IS Overall56.0
IS Value48.5
Median P/E20.1

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 46 28.2% 29.8
Healthcare 54 13.2% 12.3
Consumer Cyclical 45 12.5% 19.6
Industrials 65 12.1% 28.5
Communication Services 18 10.6% 57.8
Financial Services 44 10.0% 17.2
Consumer Defensive 17 5.3% 15.5
Real Estate 25 2.6% 21.5
Energy 19 2.1% 3.2
Basic Materials 10 1.6% 24.9
Utilities 11 1.4% 28.5
Other 2 0.0%

Smart Money Overlap

35 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MU Micron Technology, Inc. 2.09% 4 Bullish 3 3 +1.2%
IBM International Business Machines Corporation 0.79% 4 Bullish 10 8 +1.0%
DIS The Walt Disney Company 0.67% 4 Bullish 28 3 +0.1%
TMUS T-Mobile US, Inc. 0.52% 4 Bullish 3 1 -2.8%
NFLX Netflix, Inc. 0.49% 4 Bullish 71 14 -5.4%
NOW ServiceNow, Inc. 0.48% 4 Bullish 2 11 +2.2%
ILMN Illumina, Inc. 0.32% 4 Bullish 12 1 -3.0%
MCD McDonald's Corporation 0.29% 4 Bullish 11 1 -5.2%
JNJ Johnson & Johnson 0.26% 4 Bullish 12 2 -2.7%
INGR Ingredion Incorporated 0.26% 4 Bullish 33 2 -1.9%
SCHW The Charles Schwab Corporation 0.25% 4 Bullish 13 3 -0.9%
CLX The Clorox Company 0.25% 4 Bullish 9 1 +8.0%
CME CME Group Inc. 0.24% 4 Bullish 13 1 -1.3%
CB Chubb Limited 0.24% 4 Bullish 4 2 -5.6%
TRV The Travelers Companies, Inc. 0.22% 4 Bullish 23 1 -2.7%
V Visa Inc. 0.21% 4 Bullish 7 12 -4.8%
FDX FedEx Corporation 0.21% 4 Bullish 7 1 +14.8%
SPGI S&P Global Inc. 0.21% 4 Bullish 3 1 +8.9%
CRS Carpenter Technology Corporation 0.20% 4 Bullish 10 5 +8.6%
RTX RTX Corporation 0.20% 4 Bullish 18 3 +1.2%
Showing 50 of 356 holdings · Page 1 of 8
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Micron Technology Inc MU 2.09% $4.5M 10,879 19.7 $476.0B Technology
2 Lumentum Holdings Inc LITE 1.66% $3.5M 9,559 199.6 $50.4B Technology
3 Warner Bros Discovery Inc WBD 1.66% $3.5M 125,916 93.3 $68.0B Communication Services
4 MKS Inc MKSI 1.47% $3.1M 13,675 51.8 $15.3B Technology
5 Applied Materials Inc AMAT 1.36% $2.9M 8,734 36.1 $283.4B Technology
6 Ultra Clean Holdings Inc UCTT 1.25% $2.7M 58,389 -14.4 $2.6B Technology
7 KLA CORP KLAC 1.19% $2.5M 1,570 43.2 $196.9B Technology
8 Advanced Micro Devices Inc AMD 1.11% $2.4M 9,431 75.7 $328.3B Technology
9 Teradata Corp TDC 0.94% $2.0M 67,963 19.2 $2.5B Technology
10 Semtech Corp SMTC 0.88% $1.9M 23,527 -168.8 $6.8B Technology
11 Twilio Inc TWLO 0.88% $1.9M 14,080 558.8 $18.8B Communication Services
12 Array Technologies Inc ARRY 0.85% $1.8M 159,187 -19.6 $1.0B Energy
13 Monolithic Power Systems Inc MPWR 0.84% $1.8M 1,640 84.2 $52.5B Technology
14 Analog Devices Inc ADI 0.82% $1.8M 5,781 55.9 $151.1B Technology
15 AppLovin Corp APP 0.79% $1.7M 3,100 44.9 $149.5B Technology
16 International Business Machines Corp IBM 0.79% $1.7M 5,733 21.4 $226.8B Technology
17 Jabil Inc JBL 0.77% $1.6M 6,764 33.4 $27.1B Technology
18 Sinclair Inc SBGI 0.77% $1.6M 110,575 -8.2 $915M Communication Services
19 Teledyne Technologies Inc TDY 0.75% $1.6M 2,598 32.5 $28.5B Technology
20 NVIDIA Corp NVDA 0.75% $1.6M 8,522 35.0 $4.2T Technology
21 TKO Group Holdings Inc TKO 0.74% $1.6M 7,883 75.6 $14.9B Communication Services
22 Walt Disney Co/The DIS 0.67% $1.4M 12,975 14.5 $176.5B Communication Services
23 Okta Inc OKTA 0.67% $1.4M 15,619 59.2 $13.3B Technology
24 QUALCOMM Inc QCOM 0.64% $1.4M 8,925 25.9 $138.7B Technology
25 Meta Platforms Inc META 0.64% $1.4M 2,033 24.8 $1.5T Communication Services
26 Arrow Electronics Inc ARW 0.63% $1.4M 11,193 12.3 $7.0B Technology
27 Liberty Media Corp-Liberty Formula One FWONK 0.63% $1.4M 15,187 23.2 $20.4B Communication Services
28 Credo Technology Group Holding Ltd CRDO 0.62% $1.3M 10,145 53.7 $19.1B Technology
29 Cogent Biosciences Inc COGT 0.61% $1.3M 33,614 -6.9 $5.4B Healthcare
30 Victoria's Secret & Co VSCO 0.61% $1.3M 23,489 23.9 $3.6B Consumer Cyclical
31 Dell Technologies Inc DELL 0.61% $1.3M 11,408 18.5 $106.1B Technology
32 Comcast Corp CMCSA 0.61% $1.3M 45,135 5.3 $105.7B Communication Services
33 Booz Allen Hamilton Holding Corp BAH 0.59% $1.2M 13,952 11.8 $9.9B Industrials
34 Reddit Inc RDDT 0.59% $1.3M 6,374 50.1 $26.7B Communication Services
35 Qorvo Inc QRVO 0.59% $1.3M 15,294 21.3 $7.2B Technology
36 Motorola Solutions Inc MSI 0.57% $1.2M 2,978 34.9 $75.3B Technology
37 F5 Inc FFIV 0.57% $1.2M 4,517 23.2 $16.2B Technology
38 Veeva Systems Inc VEEV 0.53% $1.1M 5,229 33.3 $30.3B Healthcare
39 Penguin Solutions Inc PENG 0.53% $1.1M 57,364 36.8 $921M Technology
40 T-Mobile US Inc TMUS 0.52% $1.1M 6,049 21.2 $233.2B Communication Services
41 Optimum Communications Inc ATUS 0.52% $1.1M 683,404 -0.3 $838M Communication Services
42 NCR Voyix Corp NCR 0.51% $1.1M 107,411 14.5 $3.8B Technology
43 Liberty Broadband Corp LBRDK 0.51% $1.1M 25,486 -2.7 $7.1B Communication Services
44 PTC Inc PTC 0.51% $1.1M 6,675 21.8 $17.8B Technology
45 Tyler Technologies Inc TYL 0.51% $1.1M 2,549 47.8 $15.1B Technology
46 Herbalife Ltd HLF 0.50% $1.1M 62,526 6.6 $1.5B Consumer Defensive
47 Charter Communications Inc CHTR 0.50% $1.1M 5,840 5.4 $27.0B Communication Services
48 Netflix Inc NFLX 0.49% $1.1M 12,277 35.4 $389.1B Communication Services
49 ServiceNow Inc NOW 0.48% $1.0M 7,809 65.6 $115.5B Technology
50 Roper Technologies Inc ROP 0.48% $1.0M 2,749 24.7 $38.1B Industrials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms