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REFA

Columbia Research Enhanced International Equity ETF
1W: +0.2% 1M: -6.6% 3M: +3.7% YTD: +0.9% 1Y: -9.9%
$20.94
+0.00 (+0.00%)
After Hours: $20.59 (-0.34, -1.64%)
ETF AMEX · AUM $5.1M
ETF-Level Metrics
AUM$5M
Holdings198
Top 10 Wt27.6%
Beta
% Profitable21%
Coverage40%
Portfolio Valuation
P/E19.8
P/B3.8
P/S2.7
EV/EBITDA10.4
P/FCF19.6
PEG1.06
Profitability & Returns
Gross Margin55.5%
Net Margin13.2%
ROE19.2%
ROA3.1%
ROIC12.6%
Div Yield3.04%
Leverage & Liquidity
Debt/Equity1.55
Debt/Assets0.25
Net Debt/EBITDA1.3x
Interest Cov4.6x
Current Ratio0.91
Quick Ratio0.81
Growth (YoY)
Revenue+24.0%
Net Income+25.0%
EPS+36.4%
FCF+9.1%
EBITDA+19.8%
Rev CAGR 3Y+11.3%
Quality Scores
Piotroski F5.7
Altman Z2.02
IS Quality59.2
IS Overall52.1
IS Value59.3
Median P/E14.7

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Other 143 56.9% 22.7
Financial Services 16 9.0% 56.3
Healthcare 11 8.3% -27.6
Technology 10 7.0% 25.4
Industrials 4 5.6% 26.9
Basic Materials 6 4.8% 16.9
Energy 4 3.2% 14.1
Utilities 1 1.8% 20.0
Consumer Cyclical 4 1.3% 25.6
Consumer Defensive 2 1.0% 23.9
Communication Services 4 0.9% 0.3

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 205 holdings · Page 1 of 5
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ASML HOLDING NV ASML 5.17% $274,228 200 45.4 $507.7B Technology
2 NOVARTIS AG NOVN 3.41% $180,934 1,195 -0.1 $3M Healthcare
3 ROCHE HOLDING AG ROP 3.31% $175,498 440 24.7 $38.1B Industrials
4 BHP GROUP LTD BHP 3.09% $163,939 4,625 16.4 $165.8B Basic Materials
5 HITACHI LTD Private 6501 2.30% $122,110 4,000
6 SHELL PLC SHEL 2.27% $120,353 2,610 14.7 $256.0B Energy
7 SONY GROUP CORP Private 6758 2.14% $113,314 5,500
8 ASTRAZENECA PLC AZN 2.10% $111,254 585 27.7 $142.3B Healthcare
9 MITSUBISHI CORP Private 8058 2.03% $107,439 3,000
10 DEUTSCHE TELEKOM AG DTE 1.78% $94,216 2,515 20.0 $29.4B Utilities
11 SIEMENS ENERGY AG ENR 1.75% $92,806 530 5.4 $1.1B Industrials
12 SAFRAN SA SAF 1.56% $82,949 235 Financial Services
13 ROLLS-ROYCE HOLDINGS PLC Private RR/ 1.30% $68,740 4,110
14 BNP PARIBAS SA Private BNP 1.26% $66,835 665
15 BRITISH AMERICAN TOBACCO PLC Private BATS 1.24% $65,672 1,125
16 RECRUIT HOLDINGS CO LTD Private 6098 1.16% $61,638 1,500
17 MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN Private MUV2 1.11% $58,906 95
18 TOKIO MARINE HOLDINGS INC Private 8766 1.08% $57,096 1,500
19 BANCO SANTANDER SA SAN 1.07% $56,767 5,095 9.7 $154.6B Financial Services
20 MARUBENI CORP Private 8002 1.03% $54,876 1,500
21 HONG KONG EXCHANGES & CLEARING LTD Private 388 0.97% $51,401 1,000
22 SANOFI SA SAN 0.97% $51,704 590 9.7 $154.6B Financial Services
23 AXA SA CS 0.97% $51,274 1,135 -0.3 $3.5B Financial Services
24 IBERDROLA SA Private IBE 0.90% $47,931 2,115
25 BP PLC Private BP/ 0.90% $47,645 6,435
26 VINCI SA DG 0.90% $47,524 320 18.1 $27.4B Consumer Defensive
27 KBC GROUP NV Private KBC 0.87% $46,089 370
28 BOLIDEN AB Private BOL 0.86% $45,783 700
29 UNICREDIT SPA Private UCG 0.81% $43,029 585
30 GSK PLC GSK 0.79% $41,649 1,585 13.7 $104.1B Healthcare
31 BANCO BILBAO VIZCAYA ARGENTARIA SA BBVA 0.79% $41,643 1,975 10.3 $116.9B Financial Services
32 KOMATSU LTD Private 6301 0.78% $41,393 1,000
33 NEC CORP Private 6701 0.74% $39,387 1,500
34 DEUTSCHE BANK AG Private DBK 0.72% $38,442 1,295
35 DANONE SA BN 0.72% $38,298 470 73.2 $85.9B Financial Services
36 RIO TINTO LTD RIO 0.72% $38,178 345 13.6 $135.0B Basic Materials
37 SOMPO HOLDINGS INC Private 8630 0.71% $37,612 1,000
38 SUMITOMO CORP Private 8053 0.71% $37,569 1,000
39 ENGIE SA Private ENGI 0.70% $37,284 1,170
40 VESTAS WIND SYSTEMS A/S Private VWS 0.70% $37,150 1,530
41 LLOYDS BANKING GROUP PLC Private LLOY 0.70% $37,044 28,804
42 INTESA SANPAOLO SPA Private ISP 0.69% $36,526 6,085
43 SOCIETE GENERALE SA GLE 0.69% $36,534 470 -49.5 $10M Technology
44 BARCLAYS PLC Private BARC 0.68% $36,228 6,815
45 TELE2 AB Private TEL2B 0.68% $36,158 1,760
46 E.ON SE Private EOAN 0.68% $35,979 1,580
47 RIO TINTO PLC RIO 0.68% $35,948 405 13.6 $135.0B Basic Materials
48 DEUTSCHE POST AG Private DHL 0.67% $35,771 685
49 SOFTBANK CORP Private 9434 0.66% $34,774 25,500
50 OTSUKA HOLDINGS CO LTD Private 4578 0.66% $34,860 500
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms