---
ticker: "VSLU"
name: "Applied Finance Valuation Large Cap ETF"
url: "https://etf.net/etf/VSLU"
grade: "C"
score: 50
graded_at: "2026-10-12"
category: "US Active Contrarian Value"
category_rank: "5 of 8"
methodology: "https://etf.net/methodology"
---

# VSLU: Applied Finance Valuation Large Cap ETF

Grade **C**, Score 50 of 100. Rank 5 of 8 in US Active Contrarian Value.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 58 | 4 of 8 |
| Mission | 72 | 1 of 1 |
| Risk | 46 | 6 of 8 |
| Tradability | 46 | 6 of 8 |
| Holdings | 39 | 6 of 7 |
| Durability | 56 | 5 of 8 |

## Top holdings

The fund holds 442 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | NVDA | NVIDIA Corp | 10.14% |
| 2 | AAPL | Apple Inc | 10.00% |
| 3 | MSFT | Microsoft Corp | 8.31% |
| 4 | GOOGL | Alphabet Inc-Cl A | 6.09% |
| 5 | META | Meta Platforms Inc | 4.84% |
| 6 | V | Visa Inc-Class A Shares | 3.47% |
| 7 | LLY | Eli Lilly & Co | 2.92% |
| 8 | AVGO | Broadcom Inc. | 2.88% |
| 9 | MA | Mastercard Inc - A | 2.55% |
| 10 | MRK | Merck & Co. Inc. | 1.48% |
| 11 | JNJ | Johnson & Johnson | 1.25% |
| 12 | LRCX | Lam Resh Corp | 1.06% |
| 13 | ABBV | AbbVie Inc | 1.05% |
| 14 | BKNG | Booking Holdings Inc | 1.02% |
| 15 | SNDK | Sandisk Corp/De Sndkv | 0.89% |
| 16 | KLAC | Kla Corporation | 0.81% |
| 17 | PM | Philip Morris International | 0.78% |
| 18 | MAR | Marriott International, Inc Class A | 0.76% |
| 19 | CSCO | Cisco Systems Inc | 0.75% |
| 20 | HD | Home Depot Inc | 0.74% |
| 21 | AMGN | Amgen Inc | 0.61% |
| 22 | HLT | Hilton Worldwide | 0.60% |
| 23 | ORLY | Oreilly Automotive Inc | 0.56% |
| 24 | MCD | Mcdonalds Corp | 0.56% |
| 25 | XOM | Exxonmobil Holdings Corp Common Stock USD | 0.55% |
| 26 | KO | Coca-Cola Co/The | 0.54% |
| 27 | PGR | Progressive Corp | 0.53% |
| 28 | ACN | Accenture Plc-Cl A | 0.52% |
| 29 | BMY | Bristol-Myers Squibb Co | 0.51% |
| 30 | IBM | International Business Machines Corporation | 0.48% |

Source: etf.net, https://etf.net/etf/VSLU. Please cite the page URL.