Segall Bryant & Hamill Select Equity ETF (USSE)
ARCA ARCA Primary Summary
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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.
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Segall Bryant & Hamill Select Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates as an investment fund, primarily focusing on securities of companies traded on U.S. markets. This includes both American Depositary Receipts (ADRs), which are a type of equity security designed to simplify foreign investing for American investors, and shares issued by non-U.S. companies. The fund makes a significant commitment, investing at least 80% of its net assets, along with any borrowings it takes on for investment purposes, in such securities. It is characterized as non-diversified, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund, potentially increasing its risk.
Products and Services
The company specializes in offering investment opportunities primarily in companies whose stocks are traded on U.S. markets, including various forms of securities. Here is a closer look at its offerings:
- Securities of U.S. Market-Traded Companies: The primary focus of the fund is to invest in securities, such as stocks, bonds, or other financial instruments, of companies whose shares are traded on the stock exchanges in the United States. This includes both large corporations and smaller companies, across a wide range of industries, facilitating diversified investment options for investors looking for exposure to the U.S. market.
- American Depositary Receipts (ADRs): The fund invests in ADRs, which are a form of equity security designed to allow American investors to invest in non-U.S. companies more easily. ADRs represent shares of foreign companies that are held by a U.S. bank, allowing them to be traded on U.S. exchanges. This provides investors with an opportunity to diversify their portfolio internationally without the complexities of dealing with foreign stock exchanges and currencies.
- Shares Issued by Non-U.S. Companies: Besides ADRs, the fund directly invests in shares issued by companies incorporated outside the United States, offering further international exposure. This approach enables investors to directly engage with foreign markets while benefiting from the regulatory standards and practices of U.S. market trading.
