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Segall Bryant & Hamill Select Equity ETF
USSE

33.70 USD
+0.40
1.20%
At close Jan 17, 4:00 PM EST
1 day
1.20%
5 days
4.63%
1 month
0.18%
3 months
7.67%
6 months
12.00%
Year to date
2.81%
1 year
28.28%
5 years
34.10%
10 years
34.10%
0
Funds holding %
of 6,823 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

3,234% more capital invested

Capital invested by funds: $6.44M [Q2] → $215M (+$208M) [Q3]

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

20% more funds holding

Funds holding: 5 [Q2] → 6 (+1) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

2.58% less ownership

Funds ownership: 101.95% [Q2] → 99.36% (-2.58%) [Q3]

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Research analyst outlook

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

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Financial journalist opinion

Positive
Seeking Alpha
4 months ago
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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