USSE icon

Segall Bryant & Hamill Select Equity ETF
USSE

29.86 USD
-0.02
0.07%
At close Apr 30, 4:00 PM EDT
1 day
-0.07%
5 days
3.07%
1 month
0.57%
3 months
-11.63%
6 months
-4.96%
Year to date
-8.91%
1 year
7.99%
5 years
18.82%
10 years
18.82%
0
Funds holding %
of 7,425 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

19% more capital invested

Capital invested by funds: $215M [Q3] → $255M (+$39.9M) [Q4]

17% more funds holding

Funds holding: 6 [Q3] → 7 (+1) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0.52% less ownership

Funds ownership: 99.36% [Q3] → 98.84% (-0.52%) [Q4]

See Fund Rankings

Research analyst outlook

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

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
7 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
See News Rankings
Charts implemented using Lightweight Charts™