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SEIM: A Still Relatively New Momentum ETF To Keep On The Watchlist
SEIM offers a unique blend of momentum and growth, targeting stocks with strong price performance and rising earnings, but comes with elevated volatility. The fund's concentrated portfolio and high beta profile provide strong upside potential, yet also expose investors to greater downside risk and uncorrelated returns. SEIM trades at a premium valuation justified by higher earnings growth, though its profitability slightly lags the benchmark due to sector allocations.
SEIM: Strong Momentum, But Higher Risk
SEIM follows a momentum investing strategy with a quantitative, rules-based approach, selecting stocks based on price trends, earnings growth, and analyst outlooks. While SEIM has outperformed the S&P 500 since its inception, it has underperformed compared to FDMO, which has a higher large-cap stock exposure. SEIM's higher proportion of mid-cap and small-cap stocks may result in greater downside risk compared to FDMO, especially in economic downturns.
SEIM: Momentum Is Where It's At
The SEI Enhanced US Large Cap Momentum Factor ETF focuses on U.S. large-cap stocks with strong recent performance, leveraging the momentum factor. The SEIM ETF's strategy is rules-based, using SEI Investments Management Corporation's model to select stocks, with a significant allocation to tech, industrials, and healthcare sectors. The fund's active management allows quick adjustments to market shifts, but it carries risks like sharp reversals and higher trading costs due to its momentum focus.
SEI Enhanced U.S. Large Cap Momentum Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 14,651 | $538,371.05 | $791,373.76 | $253,002.71 | 46.99% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 34,169 | $1.36M | $1.85M | $485,157.1 | 35.66% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,878 | $131,092.9 | $154,980.3 | $23,887.4 | 18.22% |
 Andrew Endelman Independent Wealth Network Inc. | 20,226 | $924,111.36 | $1.09M | $165,261 | 17.88% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 45,051 | $2.08M | $2.44M | $361,360.06 | 17.39% |
SEI Enhanced U.S. Large Cap Momentum Fund (SEIM) FAQ
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SEI Enhanced U.S. Large Cap Momentum Fund Profile
| BATS Exchange | US Country |
Overview
The referenced company is focused on investing primarily in equity and equity-related securities of large U.S. companies. This includes having at least 80% of its net assets, plus any borrowings intended for investment purposes, allocated in such securities. The firm’s investment strategy leans towards leveraging opportunities in large-cap entities across the United States, demonstrating an inclination towards stability and growth potential inherent in such companies. By diversifying its portfolio with a range of equity-related instruments, the company aims to cater to investors looking to gain exposure to the U.S. equity market while seeking a balance between growth and risk.
Products and Services
The company's offerings are focused on investments in various forms of equity and equity-related securities, designed to suit the preferences of investors who wish to tap into the potential of large U.S. companies. Here is a breakdown of the primary products and services:
- Equity Securities: The core of the portfolio consists of direct investments in the stocks of large-cap U.S. companies, chosen for their growth potential, stable earnings, and strong market positions. This service aims to provide investors with sustainable long-term growth by capitalizing on the upward movements of the equity market.
- Convertible Bonds: As part of its diversified investment strategy, the company invests in convertible bonds issued by large U.S. companies. This allows investors to benefit from the fixed-income features of bonds while retaining the option to convert them into a predetermined number of equity shares, potentially enhancing returns when the stock's price increases.
- Convertible Preferred Stock: Similar to convertible bonds, investing in convertible preferred stock offers both the regular dividend payments typical of preferred shares and the option to convert them into common stock under certain conditions. This product is attractive for investors looking for income with a potential upside linked to the company’s equity performance.
- Depositary Receipts: For diversification and ease of access to U.S. equities, the fund includes depositary receipts (such as ADRs - American Depositary Receipts) in its portfolio. These instruments allow investors to hold shares in foreign companies that trade on U.S. stock exchanges, enabling exposure to the U.S. market with an international perspective.
- Warrants and Rights: The investment strategy is further diversified through the inclusion of warrants and rights, which enable the holder to purchase a company's stock at a specific price before expiration. These instruments can provide leverage to the portfolio, offering the potential for significant returns if the underlying stocks perform well.
