Segall Bryant & Hamill Select Equity ETF
USSE

$30.91

0.45%

Market Cap: $212M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0.95% more ownership

Funds ownership: 101.0% [Q1] → 101.95% (+0.95%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

17% less funds holding

Funds holding: 6 [Q1] → 5 (-1) [Q2]

95% less capital invested

Capital invested by funds: $125M [Q1] → $6.44M (-$118M) [Q2]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

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Research analyst outlook

We haven’t received any recent analyst ratings for USSE.

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Financial journalist opinion

USSE Could Do A Better Job With More Frequent Rebalancing

The Segall Bryant & Hamill Select Equity ETF focuses on high ROIC and socially responsible U.S. companies, with a 0.65% expense ratio and 13% annual turnover. The ETF's top 10 holdings, including Microsoft, Alphabet, UnitedHealth, Reinsurance Group, and Visa, comprise 60% of its $200 million AUM, with tech, financials, and healthcare dominating. Despite some periods of outperformance, the ETF has generally underperformed its benchmark, with RGA being a significant outlier driving performance.

USSE Could Do A Better Job With More Frequent Rebalancing

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