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SABA

Saba Capital Income & Opportunities Fund II
1W: +0.0% 1M: +1.2% 3M: -5.9% YTD: -1.0% 1Y: -2.1% 3Y: +27.0% 5Y: +15.6%
$8.06
+0.01 (+0.12%)
After Hours: $8.15 (+0.09, +1.18%)
ETF NYSE · AUM $223.5M
ETF-Level Metrics
AUM$224M
Holdings337
Top 10 Wt11.3%
Beta0.45
% Profitable24%
Coverage1%
Portfolio Valuation
P/E178.7
P/B72.7
P/S39.0
EV/EBITDA22.3
P/FCF221.3
PEG0.98
Profitability & Returns
Gross Margin56.9%
Net Margin22.5%
ROE50.9%
ROA19.3%
ROIC39.8%
Div Yield44.87%
Leverage & Liquidity
Debt/Equity0.39
Debt/Assets0.16
Net Debt/EBITDA—x
Interest Cov-141.4x
Current Ratio1.24
Quick Ratio1.08
Growth (YoY)
Revenue+137.3%
Net Income-57.0%
EPS-55.9%
FCF-4355.6%
EBITDA+741.4%
Rev CAGR 3Y+1009.9%
Quality Scores
Piotroski F-12.0
Altman Z209.77
IS Quality8.1
IS Overall0.5
IS Value-796.1
Median P/E22.3

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Other 421 49.6%
Real Estate 6 0.5% 393.2
Communication Services 17 0.5% 87.9
Consumer Cyclical 24 0.1% 159.8
Industrials 29 0.1% 26.7
Energy 7 -0.1% 14.2
Consumer Defensive 2 -0.1% 19.7
Basic Materials 6 -0.1% -10.5
Financial Services 121 -0.1% 168.8
Utilities 12 -0.2% 58.7
Healthcare 37 -0.5% 9.2
Technology 79 -2.5% 0.4

Smart Money Overlap

18 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
UBER Uber Technologies, Inc. 0.18% 4 Bullish 7 3 -2.7%
EOG EOG Resources, Inc. -0.00% 4 Bullish 21 1 +23.1%
ETN Eaton Corporation plc -0.01% 4 Bullish 10 12 -4.2%
IFF International Flavors & Fragrances Inc. -0.01% 4 Bullish 13 4 -4.3%
AEP American Electric Power Company, Inc. -0.01% 4 Bullish 26 3 -5.1%
WMB The Williams Companies, Inc. -0.02% 4 Bullish 12 1 -0.3%
GEV GE Vernova Inc. -0.02% 4 Bullish 8 7 -2.4%
NOW ServiceNow, Inc. -0.02% 4 Bullish 2 11 +2.2%
CME CME Group Inc. -0.02% 4 Bullish 13 1 -1.3%
DIS The Walt Disney Company -0.03% 4 Bullish 28 3 +0.1%
MU Micron Technology, Inc. -0.03% 4 Bullish 3 3 +1.2%
AVGO Broadcom Inc. -0.04% 4 Bullish 1 11 -3.5%
TTD The Trade Desk, Inc. -0.05% 4 Bullish 10 5 -4.2%
CLX The Clorox Company -0.08% 4 Bullish 9 1 +8.0%
MSFT Microsoft Corporation -0.09% 4 Bullish 1 23 -5.0%
VRSK Verisk Analytics, Inc. -0.10% 4 Bullish 12 1 +10.6%
VRSN VeriSign, Inc. -0.18% 4 Bullish 2 1 +5.6%
NFLX Netflix, Inc. -0.19% 4 Bullish 71 14 -5.4%
Showing 50 of 761 holdings · Page 1 of 16
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 N/A Private 16.85% $46.1M 1
2 STONERIDGE OPPORTUNITIES FUND LLP Private 12.57% $34.4M 24,000
3 N/A Private 11.39% $31.1M 31,149,950
4 Jpmorgan Us Treasury Plus Money Market Fund Bond 8.43% $23.1M 23,059,741
5 N/A Private 8.03% $21.9M 21,945,559
6 Goldman Sachs Private 5.77% $15.8M 1
7 Grayscale Ethereum Classic Trust ETCG 5.04% $13.8M 1,637,990 $65M Financial Services
8 ALTERNATIVE CAPITAL INVESTMENTS FUND III Private 4.46% $12.2M 4,264
9 BNY Mellon U.S. Treasury Fund Bond 3.79% $10.4M 10,373,040
10 ALTERNATIVE CAPITAL INVETMTS FUND III LP 2 Private 3.65% $10.0M 10,629
11 N/A Private 3.16% $8.6M 1
12 J.P. Morgan Chase & Co. Private 3.00% $6.2M 1
13 J.P. Morgan Chase & Co. Private 2.54% $5.3M 1
14 J.P. Morgan Chase & Co. Private 2.30% $4.8M 1
15 N/A Private 2.23% $6.1M 58,937
16 REVLON INTERMEDIATE HOLDINGS IV LLC Private 2.21% $6.0M 6,080,445
17 Chicago Mercantile Exchange Private 2.18% $6.0M 91
18 J.P. Morgan Chase & Co. Private 1.71% $3.6M 1
19 New Holland Special Opportunities Aggregator LP Private 1.63% $4.5M 4,066
20 J.Crew Private 1.59% $4.4M 5,077,348
21 J.P. Morgan Chase & Co. Private 1.50% $3.6M 1
22 J.P. Morgan Chase & Co. Private 1.50% $3.1M 1
23 Hearts And Minds Investments Ltd/fund HM1.AX 1.37% $5.7M 1,733,506 33.1 $641M Financial Services
24 J.P. Morgan Chase & Co. Private 1.12% $2.3M 1
25 J.P. Morgan Chase & Co. Private 1.11% $2.3M 1
26 J.P. Morgan Chase & Co. Private 1.04% $2.2M 1
27 J.P. Morgan Chase & Co. Private 1.04% $2.2M 1
28 J.P. Morgan Chase & Co. Private 0.99% $2.1M 1
29 J.P. Morgan Chase & Co. Private 0.99% $2.1M 1
30 N/A Private 0.97% $2.7M 1
31 Rr Donnelley & Sons Co Private 0.95% $2.6M 2,572,000
32 MI7 Founders, LLC Private 0.86% $2.4M 236,458
33 MI7 Founders, LLC Private 0.86% $2.4M 2,364,575
34 J.P. Morgan Chase & Co. Private 0.76% $1.6M 1
35 X Corp Private 0.76% $2.1M 2,072,020
36 Vertical Aerospace Ltd EVTL 0.76% $2.1M 458,450 -0.1 $358M Industrials
37 J.P. Morgan Chase & Co. Private 0.75% $1.6M 1
38 Syncona Ltd SYNC.L 0.73% $1.5M 1,507,674 -6.1 $567M Financial Services
39 J.P. Morgan Chase & Co. Private 0.72% $2.0M 1
40 N/A Private 0.72% $2.0M 1
41 J.P. Morgan Chase & Co. Private 0.72% $2.0M 1
42 J.P. Morgan Chase & Co. Private 0.71% $1.5M 1
43 Chicago Mercantile Exchange Private 0.69% $1.9M 23
44 Bumble Inc BMBL 0.68% $1.9M 336,908 -0.5 $402M Technology
45 Dish Network Corp Private 0.67% $1.8M 1,750,000
46 Chs/community Health Sys Private 0.66% $1.8M 1,692,000
47 Labl Inc Private 0.64% $1.8M 2,735,000
48 Vortex Opco Llc Private 0.64% $1.8M 1,734,000
49 N/A Private 0.63% $1.7M 1,728,528
50 Gerresheimer Ag GXI.DE 0.60% $1.4M 51,401 32.0 $746M Healthcare
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms