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XMVM

Invesco S&P MidCap Value with Momentum ETF
1W: +2.2% 1M: -4.2% 3M: -0.4% YTD: +0.5% 1Y: +21.9% 3Y: +57.6% 5Y: +58.0%
$65.22
+0.04 (+0.06%)
After Hours: $59.96 (-5.26, -8.06%)
ETF AMEX · AUM $422.4M
ETF-Level Metrics
AUM$422M
Holdings79
Top 10 Wt21.6%
Beta1.07
% Profitable95%
Coverage100%
Portfolio Valuation
P/E12.2
P/B1.5
P/S0.6
EV/EBITDA9.3
P/FCF13.0
PEG1.57
Profitability & Returns
Gross Margin24.7%
Net Margin5.2%
ROE12.8%
ROA2.0%
ROIC9.0%
Div Yield2.57%
Leverage & Liquidity
Debt/Equity1.06
Debt/Assets0.17
Net Debt/EBITDA2.2x
Interest Cov1.9x
Current Ratio0.73
Quick Ratio0.64
Growth (YoY)
Revenue+8.6%
Net Income+44.7%
EPS+43.8%
FCF+14.4%
EBITDA+35.4%
Rev CAGR 3Y+7.0%
Quality Scores
Piotroski F6.7
Altman Z1.83
IS Quality66.9
IS Overall49.6
IS Value72.8
Median P/E12.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 34 41.5% 10.8
Consumer Cyclical 10 14.3% 11.2
Utilities 10 10.5% 18.0
Energy 5 8.9% 5.0
Consumer Defensive 5 7.7% 23.5
Industrials 6 7.0% 19.4
Real Estate 4 4.4% 13.0
Technology 2 2.8% 13.6
Communication Services 1 1.2% 61.1
Healthcare 1 0.9% 12.2
Basic Materials 1 0.8% 13.1
Other 1 0.0%

Smart Money Overlap

2 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
ARMK Aramark 1.09% 4 Bullish 25 1 +0.1%
WTRG Essential Utilities, Inc. 0.99% 4 Bullish 8 2 +3.1%
Showing 50 of 80 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Lear Corp LEA 2.59% $10.4M 90,272 14.7 $6.3B Consumer Cyclical
2 PBF Energy Inc PBF 2.44% $9.9M 211,284 -37.1 $5.9B Energy
3 HF Sinclair Corp DINO 2.27% $9.2M 152,166 20.0 $11.6B Energy
4 Brighthouse Financial Inc BHF 2.23% $9.1M 151,959 8.0 $3.5B Financial Services
5 TD SYNNEX Corp SNX 2.18% $8.8M 56,954 15.6 $12.9B Technology
6 Valaris Ltd VAL 2.15% $8.7M 91,040 7.2 $7.1B Energy
7 Albertsons Cos Inc ACI 2.11% $8.6M 493,525 10.4 $9.4B Consumer Defensive
8 RenaissanceRe Holdings Ltd RNR 2.03% $8.2M 28,209 5.0 $12.9B Financial Services
9 Graham Holdings Co GHC 1.82% $7.4M 6,931 15.9 $4.7B Consumer Defensive
10 Macy's Inc M 1.77% $7.1M 393,776 7.8 $4.9B Consumer Cyclical
11 Bank OZK OZK 1.66% $6.7M 151,639 7.0 $5.1B Financial Services
12 Penske Automotive Group Inc PAG 1.59% $6.5M 44,764 11.0 $9.8B Consumer Cyclical
13 AutoNation Inc AN 1.53% $6.2M 33,600 11.0 $6.8B Consumer Cyclical
14 Valley National Bancorp VLYPN 1.51% $6.1M 513,312 11.4 $14.2B Financial Services
15 Webster Financial Corp WBS 1.49% $6.0M 87,748 10.9 $11.0B Financial Services
16 Performance Food Group Co PFGC 1.45% $5.9M 70,216 38.4 $13.4B Consumer Defensive
17 Oshkosh Corp OSK 1.44% $5.8M 40,551 14.0 $9.1B Industrials
18 United Bankshares Inc/WV UBSI 1.43% $5.7M 145,293 12.4 $5.7B Financial Services
19 Unum Group UNM 1.39% $5.6M 76,933 16.9 $12.5B Financial Services
20 Essent Group Ltd ESNT 1.37% $5.5M 95,384 8.1 $5.7B Financial Services
21 FNB Corp/PA FNB 1.37% $5.5M 345,980 10.5 $5.9B Financial Services
22 Zions Bancorp NA ZION 1.36% $5.5M 101,308 9.4 $8.5B Financial Services
23 Boyd Gaming Corp BYD 1.34% $5.4M 65,051 3.5 $6.3B Consumer Cyclical
24 Ryder System Inc R 1.32% $5.3M 27,681 16.3 $7.9B Industrials
25 Janus Henderson Group PLC JHG 1.30% $5.3M 102,646 9.6 $7.9B Financial Services
26 CNO Financial Group Inc CNO 1.30% $5.2M 131,074 18.0 $3.9B Financial Services
27 First American Financial Corp FAF 1.28% $5.2M 89,179 9.8 $6.1B Financial Services
28 Annaly Capital Management Inc NLY-PI 1.28% $5.2M 236,407 7.2 $16.0B Real Estate
29 Hancock Whitney Corp HWC 1.26% $5.1M 83,318 10.9 $5.2B Financial Services
30 New Jersey Resources Corp NJR 1.26% $5.0M 93,838 16.8 $5.5B Utilities
31 US Foods Holding Corp USFD 1.25% $5.1M 56,532 30.3 $20.5B Consumer Defensive
32 MGIC Investment Corp MTG 1.23% $5.0M 192,390 8.0 $5.7B Financial Services
33 Visteon Corp VC 1.23% $5.0M 58,810 11.8 $2.4B Consumer Cyclical
34 Columbia Banking System Inc COLB 1.22% $5.0M 187,464 14.7 $6.5B Financial Services
35 Hanover Insurance Group Inc/The THG 1.22% $4.9M 28,878 9.2 $6.1B Financial Services
36 Old National Bancorp/IN ONB 1.21% $4.9M 231,873 12.6 $8.5B Financial Services
37 International Bancshares Corp IBOC 1.19% $4.8M 72,245 10.3 $4.2B Financial Services
38 Nexstar Media Group Inc NXST 1.19% $4.8M 21,629 61.1 $6.7B Communication Services
39 Portland General Electric Co POR 1.19% $4.8M 92,188 18.7 $6.0B Utilities
40 UMB Financial Corp UMBF 1.17% $4.7M 43,208 12.1 $8.5B Financial Services
41 AGCO Corp AGCO 1.17% $4.7M 42,648 11.8 $8.4B Industrials
42 Gap Inc/The GPS 1.14% $4.6M 191,413 11.5 $9.2B Consumer Cyclical
43 Starwood Property Trust Inc STWD 1.13% $4.6M 258,025 14.3 $6.5B Real Estate
44 Crown Holdings Inc CCK 1.13% $4.5M 45,002 15.7 $11.7B Consumer Cyclical
45 Antero Resources Corp AR 1.13% $4.6M 105,321 21.6 $13.7B Energy
46 Wintrust Financial Corp WTFC 1.11% $4.5M 33,719 11.0 $9.1B Financial Services
47 Texas Capital Bancshares Inc TCBI 1.09% $4.4M 47,997 12.9 $4.2B Financial Services
48 ARAMARK Holdings Corp ARMK 1.09% $4.4M 112,453 33.7 $10.7B Industrials
49 Southwest Gas Holdings Inc SWX 1.08% $4.4M 50,844 14.2 $6.3B Utilities
50 ONE Gas Inc OGS 1.07% $4.4M 50,521 19.6 $5.4B Utilities

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