Skip to main content

Want a detailed portfolio tracker?

All 77 LGCF (THEMES US CASH FLOW CHAMPIONS ETF) Holdings

There are 77 LGCF holdings. Top 10 companies weight: 41.39%.

Screener with all companies

Total Market Cap: $6.76T
Rank
Average(77 stocks)+15.13%17.4513.660.38+11.60%+16.15%0.76
1
GSThe Goldman Sachs Group Inc5.45%$1,055.96$339BCapital MarketsFinancial Services+6.59%19.0017.180.71N/AN/A54+5.39%$1.11K+26.12%1.40
2
CVXChevron Corp5.29%$189.68$360BOil & Gas IntegratedEnergy+33.45%28.4013.040.75N/AN/A72+12.82%$214+18.47%0.38
3
XOMExxonmobil Holdings Corp5.12%$148.36$604BOil & Gas IntegratedEnergyN/A24.4413.401.20N/AN/A63+12.50%$167+25.29%0.24
4
JPMJpmorgan Chase & Co5.06%$338.92$943BBanks - DiversifiedFinancial Services+15.42%15.8815.111.62N/AN/A66+8.45%$368+20.24%0.92
5
ABBVAbbvie Inc4.69%$253.44$432BDrug Manufacturers - GeneralHealthcare-19.65%139.0818.020.40N/AN/A74+5.18%$267+21.10%0.28
6
AXPAmerican Express Co3.70%$351.87$244BCredit ServicesFinancial Services+21.25%21.9920.371.85N/AN/A64+6.56%$375+16.74%1.23
7
QCOMQualcomm Inc3.66%$170.32$188BSemiconductorsTechnology+5.61%19.1115.240.56N/AN/A56+30.77%$223+5.94%1.68
8
GILDGilead Sciences Inc3.11%$133.21$164BDrug Manufacturers - GeneralHealthcare+98.59%17.7515.220.32N/AN/A74+18.83%$158+18.49%0.35
9
UBERUber Technologies Inc2.76%$72.17$148BSoftware - ApplicationTechnologyN/A17.6921.606.05N/AN/A76+44.12%$104+8.72%1.05
10
PGRProgressive Corp2.55%$212.23$120BInsurance - Property & CasualtyFinancial Services+24.68%10.7612.690.20N/AN/A58+9.29%$232+20.25%0.16
11
COFCapital One Financial Corp2.44%$206.79$129BCredit ServicesFinancial Services-20.01%39.5910.480.22N/AN/A75+24.57%$258+6.78%1.43
12
CBChubb Ltd2.42%$352.56$131BInsurance - Property & CasualtyFinancial Services+18.31%11.7513.000.32N/AN/A56+1.78%$359+17.51%0.14
13
MOAltria Group Inc2.26%$74.66$118BTobaccoConsumer Defensive+15.68%14.7913.241.65N/AN/A51-5.38%$71+18.41%N/A
14
BMYBristol-myers Squibb Co2.23%$60.18$120BDrug Manufacturers - GeneralHealthcare+5.08%13.829.591.54N/AN/AN/AN/AN/A+1.92%N/A
15
NEMNewmont Corp1.99%$89.20$103BGoldBasic Materials+82.55%11.599.460.03N/AN/A73+49.10%$133+11.29%0.80
16
USBU.s. Bancorp1.80%$63.14$98BBanks - RegionalFinancial Services+1.81%13.1312.470.62N/AN/A62+10.10%$70+6.52%0.96
17
VLOValero Energy Corp1.73%$313.31$87BOil & Gas Refining & MarketingEnergy+7.12%35.8010.554.08N/AN/A59-11.80%$276+41.70%0.59
18
MPCMarathon Petroleum Corp1.72%$315.31$88BOil & Gas Refining & MarketingEnergy+12.27%29.989.741.47N/AN/A62-7.82%$291+45.72%0.66
19
MELIMercadolibre Inc1.69%$1,832.42$93BInternet RetailConsumer CyclicalN/A48.6735.211.15N/AN/A76+20.87%$2.21K+3.40%0.87
20
CMCSAComcast Corp Class A1.59%$23.78$85BTelecom ServicesCommunication Services+15.49%4.357.120.11N/AN/A55+31.12%$31-11.39%0.52
21
CIThe Cigna Group1.52%$283.91$79BHealthcare PlansHealthcare+12.77%12.129.250.13N/AN/A76+20.08%$341+5.91%0.15
22
EOGEog Resources Inc1.42%$141.11$73BOil & Gas E&pEnergy+14.65%11.877.991.12N/AN/A61+11.55%$157+19.23%0.41
23
TRVThe Travelers Companies Inc1.37%$368.46$70BInsurance - Property & CasualtyFinancial Services+25.35%9.4913.040.11N/AN/A53-8.67%$337+21.86%0.34
24
SLBSlb Ltd1.37%$46.39$71BOil & Gas Equipment & ServicesEnergyN/A20.6817.761.63N/AN/A75+31.43%$61+12.74%1.01
25
REGNRegeneron Pharmaceuticals Inc1.27%$672.15$69BBiotechnologyHealthcare+20.31%15.8615.0888.04N/AN/A72+21.87%$819+3.03%0.60
26
ALLAllstate Corp1.24%$253.84$62BInsurance - Property & CasualtyFinancial Services+31.55%5.149.560.03N/AN/AN/AN/AN/A+17.35%N/A
27
ABNBAirbnb Inc Ordinary Shares Class A1.16%$144.94$89BTravel ServicesConsumer CyclicalN/A38.9628.011.37N/AN/A64+8.15%$157+0.80%1.26
28
DALDelta Air Lines Inc1.07%$84.53$56BAirlinesIndustrials-0.19%11.5013.160.17N/AN/A77+24.83%$106+16.05%1.71
29
CAHCardinal Health Inc1.06%$225.83$53BMedical DistributionHealthcare+10.18%29.5519.230.37N/AN/A73+10.53%$250+33.87%0.27
30
LNGCheniere Energy Inc1.06%$265.03$54BOil & Gas MidstreamEnergyN/AN/A17.099.46N/AN/A79+14.64%$304+26.93%0.35
31
FITBFifth Third Bancorp0.99%$57.43$53BBanks - RegionalFinancial Services+2.52%26.3614.142.11N/AN/A72+7.44%$62+13.98%0.95
32
APOApollo Global Management Inc0.98%$118.28$70BAsset ManagementFinancial ServicesN/A61.9213.510.54N/AN/A71+26.02%$149+17.81%1.57
33
EBAYEbay Inc0.97%$114.19$50BInternet RetailConsumer Cyclical-10.25%25.5118.522.64N/AN/A60-3.33%$110+12.27%0.59
34
METMetlife Inc0.97%$92.99$60BInsurance - LifeFinancial Services+29.35%16.7110.330.49N/AN/A69+3.24%$96+12.91%1.00
35
AMPAmeriprise Financial Inc0.94%$526.54$49BAsset ManagementFinancial Services+22.71%14.6212.000.93N/AN/A62+4.70%$551+17.69%1.04
36
CVNACarvana Co Class A0.91%$64.17$48BAuto & Truck DealershipsConsumer CyclicalN/A36.7344.050.18N/AN/A71+43.21%$92-0.66%2.19
37
AIGAmerican International Group Inc0.82%$79.83$41BInsurance - DiversifiedFinancial ServicesN/A13.2510.000.65N/AN/A61+10.67%$88+13.10%0.51
38
OXYOccidental Petroleum Corp0.81%$55.19$53BOil & Gas E&pEnergyN/A11.1210.070.26N/AN/A57+16.91%$65+16.79%0.54
39
PYPLPaypal Holdings Inc0.79%$56.82$50BCredit ServicesFinancial Services+4.15%10.1910.650.51N/AN/A54-7.74%$52-28.27%1.19
40
PRUPrudential Financial Inc0.77%$117.97$40BInsurance - LifeFinancial Services+1.78%12.3711.650.18N/AN/A43-11.61%$104+8.25%0.97
41
ADMArcher-daniels-midland Co0.76%$85.68$40BFarm ProductsConsumer Defensive-8.21%43.2717.892.49N/AN/A40-12.93%$75+11.18%0.27
42
DHID.r. Horton Inc0.74%$144.78$43BResidential ConstructionConsumer Cyclical+4.30%14.0012.801.24N/AN/A53+16.04%$168+10.75%0.61
43
HIGThe Hartford Insurance Group Inc0.73%$140.53$37BInsurance - DiversifiedFinancial Services+17.67%10.6310.500.36N/AN/A64+5.99%$149+19.94%0.42
44
FANGDiamondback Energy Inc0.68%$195.38$53BOil & Gas E&pEnergyN/A207.358.7656.78N/AN/A75+17.19%$229+24.96%0.75
45
NTAPNetapp Inc0.67%$161.16$32BSoftware - InfrastructureTechnology+14.46%25.1218.052.42N/AN/A61+9.98%$177+18.19%1.26
46
MTBM&t Bank Corp0.67%$249.44$37BBanks - RegionalFinancial Services+4.55%14.1213.321.10N/AN/A57+1.21%$252+17.15%0.88
47
CNCCentene Corp0.65%$65.84$33BHealthcare PlansHealthcareN/AN/A19.191.32N/AN/A58-1.02%$65-2.02%0.15
48
ACGLArch Capital Group Ltd0.63%$101.83$35BInsurance - DiversifiedFinancial Services+27.16%8.5810.752.08N/AN/A65+8.31%$110+22.71%0.32
49
EXPEExpedia Group Inc0.58%$265.08$31BTravel ServicesConsumer CyclicalN/A21.1413.640.62N/AN/A60+8.59%$288+10.56%1.36
50
CFGCitizens Financial Group Inc0.58%$71.50$30BBanks - RegionalFinancial Services+3.71%15.4814.010.49N/AN/A79+10.83%$79+15.59%1.17

LGCF (THEMES US CASH FLOW CHAMPIONS ETF) Sector Allocation

FINANCIALS
37.30%
ENERGY
19.80%
HEALTHCARE
15.40%
CONSUMER DISCRETIONARY
8.10%
INFORMATION TECHNOLOGY
5.50%
INDUSTRIALS
4.70%
CONSUMER STAPLES
3.40%
MATERIALS
2.00%
COMMUNICATION SERVICES
1.80%
UTILITIES
0.00%
REAL ESTATE
0.00%