Skip to main content

Want a detailed portfolio tracker?

All 75 SMCF (THEMES US SMALL CAP CASH FLOW CHAMPIONS ETF) Holdings

There are 75 SMCF holdings. Top 10 companies weight: 40.26%.

Screener with all companies

Total Market Cap: $379B
Rank
Average(75 stocks)+19.43%11.8712.090.17+16.71%+14.06%1.05
1
EWBCEast West Bancorp Inc5.36%$121.95$17BBanks - RegionalFinancial Services+16.22%12.8414.900.82N/AN/A71+12.50%$137+13.22%1.16
2
NXTNextpower Inc Class A5.06%$152.22$20BSolarTechnologyN/A34.3034.721.29N/AN/A74-1.64%$1500.00%1.07
3
MLIMueller Industries Inc4.57%$130.61$15BMetal FabricationIndustrials+38.64%17.7818.180.47N/AN/A75+14.08%$149+43.30%1.12
4
RGAReinsurance Group Of America Inc4.38%$198.37$13BInsurance - ReinsuranceFinancial Services+6.08%12.958.280.56N/AN/A67+27.15%$252+11.50%0.87
5
RNRRenaissancere Holdings Ltd4.07%$277.69$12BInsurance - ReinsuranceFinancial Services+41.69%4.719.070.05N/AN/A52+18.14%$328+13.87%0.34
6
APAApa Corp4.02%$37.81$13BOil & Gas E&pEnergyN/A8.216.020.25N/AN/A54+14.44%$43+13.46%0.99
7
FNFFidelity National Financial Inc3.91%$46.48$13BInsurance - SpecialtyFinancial Services-16.49%17.0712.820.85N/AN/A75+36.08%$63+5.41%0.56
8
DINOHf Sinclair Corp3.30%$73.23$12BOil & Gas Refining & MarketingEnergyN/A9.977.390.03N/AN/AN/AN/AN/A+19.75%N/A
9
UMBFUmb Financial Corp3.05%$129.19$10BBanks - RegionalFinancial Services+23.91%11.3410.390.07N/AN/A81+13.85%$147+7.53%1.15
10
BLDRBuilders Firstsource Inc2.54%$75.37$8.33BBuilding Products & EquipmentIndustrials-5.29%29.5116.082.02N/AN/A65+29.20%$97+12.27%1.21
11
CHRDChord Energy Corp Ordinary Shares New2.45%$137.99$7.53BOil & Gas E&pEnergyN/AN/AN/AN/AN/AN/A73+25.69%$173+19.56%0.83
12
WFRDN/A2.41%$103.72$7.63BOil & Gas Equipment & ServicesEnergyN/A16.4517.452.19N/AN/A77+15.62%$120+49.99%1.59
13
JXNJackson Financial Inc2.25%$106.46$7.30BInsurance - LifeFinancial ServicesN/AN/AN/AN/AN/AN/A62+15.77%$1230.00%1.52
14
THGThe Hanover Insurance Group Inc2.18%$187.04$6.75BInsurance - Property & CasualtyFinancial Services+13.85%10.5210.520.07N/AN/A75+10.34%$206+8.60%0.38
15
FBPFirst Bancorp1.96%$24.01$3.74BBanks - RegionalFinancial Services+25.07%10.7220.750.48N/AN/A66+8.31%$26+17.46%0.88
16
ALKSAlkermes Plc1.82%$41.32$6.34BDrug Manufacturers - Specialty & GenericHealthcareN/A41.07111.111.96N/AN/A75+9.97%$45+12.36%0.66
17
MTGMgic Investment Corp1.81%$24.90$5.51BInsurance - SpecialtyFinancial Services+19.56%8.048.081.76N/AN/A45+15.16%$29+13.83%0.63
18
YOUClear Secure Inc Ordinary Shares Class A1.72%$56.78$5.71BSoftware - ApplicationTechnology+19.15%45.25N/AN/AN/AN/A71+9.19%$620.00%0.86
19
SIGISelective Insurance Group Inc1.68%$86.05$5.34BInsurance - Property & CasualtyFinancial Services+14.90%13.1810.490.18N/AN/A56+7.41%$92+4.03%0.40
20
GTXGarrett Motion Inc Ordinary Shares New1.67%$31.58$6.32BAuto PartsConsumer CyclicalN/A57.3717.181.70N/AN/A83+12.95%$36+31.98%1.04
21
OZKBank Ozk1.62%$48.54$5.34BBanks - RegionalFinancial Services+13.67%7.677.2217.64N/AN/A60+7.81%$52+6.10%1.03
22
WTMWhite Mountains Insurance Group Ltd1.62%$2,050.81$5.21BInsurance - Property & CasualtyFinancial Services+12.53%5.0313.87N/AN/AN/AN/A-82.45%$360+12.31%0.37
23
HESMHess Midstream Lp Class A1.61%$38.20$7.96BOil & Gas MidstreamEnergyN/A22.5714.221.57N/AN/A46-3.59%$37+17.10%0.51
24
MURMurphy Oil Corp1.54%$37.96$5.11BOil & Gas E&pEnergyN/A60.6111.920.33N/AN/A53+16.28%$44+12.97%0.97
25
EBCEastern Bankshares Inc Ordinary Shares1.41%$19.78$4.64BBanks - RegionalFinancial ServicesN/A11.8910.57N/AN/AN/A78+17.85%$23+0.63%1.01
26
VIRTVirtu Financial Inc Class A1.31%$49.51$3.53BCapital MarketsFinancial Services+280.71%7.559.810.08N/AN/A60+4.44%$52+13.37%0.69
27
BFHBread Financial Holdings Inc1.26%$91.58$3.71BCredit ServicesFinancial Services+7.63%7.138.020.13N/AN/A55+5.03%$96+0.39%1.46
28
STNGScorpio Tankers Inc1.20%$75.04$3.89BOil & Gas MidstreamEnergyN/A7.646.9334.17N/AN/A75+32.22%$99+30.98%0.45
29
ENVAEnova International Inc1.18%$163.63$4.02BCredit ServicesFinancial Services-0.17%12.2910.090.27N/AN/A82+23.45%$202+34.71%1.39
30
CALMCal-maine Foods Inc1.09%$74.53$3.60BFarm ProductsConsumer Defensive+38.35%4.2819.800.07N/AN/A56+18.07%$88+21.48%0.30
31
TPCTutor Perini Corp1.02%$74.29$3.92BEngineering & ConstructionIndustrials-6.78%50.2414.010.62N/AN/A75+52.44%$113+36.32%1.78
32
SYMSymbotic Inc Ordinary Shares Class A1.01%$49.09$32BSpecialty Industrial MachineryIndustrialsN/AN/A95.243.03N/AN/A58+32.15%$65+37.47%2.42
33
VCVisteon Corp0.99%$123.90$3.15BAuto PartsConsumer CyclicalN/A88.0112.951.01N/AN/A67-3.15%$120-0.57%1.00
34
SFNCSimmons First National Corp Class A0.98%$21.39$3.10BBanks - RegionalFinancial ServicesN/AN/A9.523.83N/AN/A64+10.19%$24-3.42%0.87
35
RNGRingcentral Inc Class A0.96%$46.37$3.52BSoftware - ApplicationTechnologyN/A70.709.920.24N/AN/A65-2.09%$45-28.47%1.23
36
PLMRPalomar Holdings Inc0.93%$104.68$2.90BInsurance - Property & CasualtyFinancial Services+76.37%14.76N/A0.33N/AN/A81+47.28%$154+7.83%0.68
37
NTCTNetscout Systems Inc0.92%$43.43$2.96BSoftware - InfrastructureTechnology+38.50%31.0715.721.64N/AN/A62-3.96%$42+7.98%0.97
38
NMIHNmi Holdings Inc0.88%$35.64$2.81BInsurance - SpecialtyFinancial Services+20.81%7.346.951.19N/AN/A75+29.46%$46+8.37%0.60
39
MCYMercury General Corp0.85%$98.44$5.50BInsurance - Property & CasualtyFinancial Services+6.22%6.5519.760.03N/AN/AN/A+21.90%$120+13.25%0.68
40
EEFTEuronet Worldwide Inc0.83%$71.66$2.70BSoftware - InfrastructureTechnology+5.04%9.666.810.49N/AN/A66+23.60%$89-13.51%1.01
41
PRKPark National Corp0.77%$171.98$3.11BBanks - RegionalFinancial Services+11.09%16.3623.700.92N/AN/A50+6.99%$184+9.81%0.87
42
APAMN/A0.75%$37.34$3.08BAsset ManagementFinancial Services+1.89%10.6810.291.13N/AN/A56+1.10%$38+2.03%1.15
43
RAMPLiveramp Holdings Inc0.73%$37.58$2.42BSoftware - InfrastructureTechnology-29.12%16.58200.000.02N/AN/A65+5.88%$40-5.19%0.96
44
TBBKThe Bancorp Inc0.73%$54.56$2.33BBanks - RegionalFinancial Services+26.61%10.5014.600.65N/AN/A75+33.19%$73+16.98%1.38
45
KNSAN/A0.72%$46.92$3.97BDrug Manufacturers - Specialty & GenericHealthcareN/A57.4544.05N/AN/AN/A78+35.34%$64+28.66%0.58
46
FBKFb Financial Corp0.71%$53.02$2.72BBanks - RegionalFinancial Services+0.33%19.4714.88N/AN/AN/A71+21.52%$64+6.34%1.03
47
AMRAlpha Metallurgical Resources Inc0.65%$217.87$2.56BCoking CoalBasic Materials-33.96%N/A2.66N/AN/AN/A50-10.73%$195+61.48%0.81
48
OFGOfg Bancorp0.63%$45.57$1.93BBanks - RegionalFinancial Services+19.60%9.317.390.59N/AN/A56+4.78%$48+16.69%0.84
49
DAVEDave Inc Ordinary Shares Class A0.62%$266.83$3.44BSoftware - ApplicationTechnologyN/A18.2717.240.04N/AN/AN/AN/AN/A-3.04%N/A
50
ADMAAdma Biologics Inc0.60%$7.60$1.84BBiotechnologyHealthcareN/A11.339.61N/AN/AN/A68+120.39%$17+34.45%1.25

SMCF (THEMES US SMALL CAP CASH FLOW CHAMPIONS ETF) Sector Allocation

FINANCIALS
49.20%
ENERGY
16.20%
INDUSTRIALS
14.40%
INFORMATION TECHNOLOGY
5.10%
HEALTHCARE
4.50%
COMMUNICATION SERVICES
1.40%
CONSUMER DISCRETIONARY
1.20%
CONSUMER STAPLES
1.10%
MATERIALS
0.70%
REAL ESTATE
0.50%
UTILITIES
0.00%