USSE - ETF AI Analysis
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Segall Bryant & Hamill Select Equity ETF (USSE)
USSE, the Segall Bryant & Hamill Select Equity ETF, earns a solid overall rating thanks to its heavy exposure to high-quality, growth-focused leaders like Alphabet, Microsoft, Nvidia, Apple, and Arista Networks, all benefiting from strong financial performance and major tailwinds in AI, cloud, and technology. Some holdings such as Amazon and Palo Alto Networks face short-term technical weakness or valuation concerns, which slightly weigh on the fund’s rating. The main risk factor is the ETF’s concentration in large technology and AI-related companies, which can increase volatility if that sector faces a downturn.
USSE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 359.80M
- Region
- North America
- Expense Ratio
- 0.65%
- Beta
- 1.03
- Issuer
- Segall Bryant & Hamill
- Inception Date
- Aug 29, 2023
- Dividend Yield
- 0.09%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
USSE Summary
USSE, the Segall Bryant & Hamill Select Equity ETF, is an actively managed fund that invests across the U.S. stock market with a focus on company size and style rather than tracking a set index. It leans heavily toward technology and other growth-oriented sectors, holding well-known names like Nvidia, Amazon, Microsoft, and Apple. Someone might consider this ETF to seek long-term growth and diversification in a single, professionally managed fund. However, because it is concentrated in tech and stock markets in general, its value can rise and fall significantly with market swings.
How much will it cost me?
The Segall Bryant & Hamill Select Equity ETF (USSE) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, with experts selecting stocks to try to outperform the market.
What would affect this ETF?
The USSE ETF, with significant exposure to technology and financial sectors, could benefit from advancements in tech innovation and strong consumer demand for digital services, as well as stable economic growth in the U.S. However, it may face challenges from rising interest rates, which could pressure financial sector performance, and regulatory changes affecting major tech companies like Alphabet and Microsoft.
USSE Top 10 Holdings
USSE is being powered by a tech-heavy engine, with Nvidia, Microsoft, and Apple doing much of the heavy lifting as their shares keep rising or stay broadly resilient, thanks to strength in AI, cloud, and devices. Arista Networks and Palo Alto Networks add more fuel from the networking and cybersecurity side, reinforcing the fund’s tilt toward the digital infrastructure theme. On the flip side, Amazon and Alphabet have been more mixed lately, occasionally losing steam and holding back returns. Overall, this is a U.S.-centric ETF with a clear Big Tech and AI backbone.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 7.55% | $27.31M | $3.95T | 2.95% | 79Outperform |
 GOOG | Alphabet Class C | 6.89% | $24.92M | $4.14T | 31.67% | 82Outperform |
 NVDA | Nvidia | 7.21% | $26.06M | $5.22T | 22.53% | 76Outperform |
 AMZN | Amazon | 5.95% | $21.50M | $2.83T | 18.17% | 71Outperform |
 ATI | ATI | 5.65% | $20.43M | $24.93B | 114.29% | 78Outperform |
 ANET | Arista Networks | 5.25% | $18.98M | $228.52B | 26.31% | 83Outperform |
 SU | Suncor Energy | ― | ― | ― | ― | 77Outperform |
 AAPL | Apple | 4.89% | $17.67M | $4.95T | 30.91% | 79Outperform |
 V | Visa | 4.71% | $17.05M | $761.48B | 17.46% | 70Outperform |
 LLY | Eli Lilly & Co | 4.54% | $16.41M | $1.21T | 58.93% | 72Outperform |
USSE Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USSE, the sentiment is Positive. The current price of 41.04 is below the 20-day moving average (MA) of 41.48, above the 50-day MA of 40.98, and above the 200-day MA of 37.91, indicating a neutral trend. The MACD of 0.06 indicates Positive momentum. The RSI at 47.71 is Neutral, neither overbought nor oversold. The STOCH value of 20.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for USSE.
USSE Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| USSE | $41.04 | $45.00(9.65% Upside) | $359.80M | 0.65% | 74Outperform |
 AAUB | $51.16 | $61.56(20.33% Upside) | $845.44M | 0.10% | 69Neutral |
 SEUS | $26.10 | $30.80(18.02% Upside) | $944.92M | 0.30% | 73Outperform |
 BGDV | $31.20 | $36.88(18.22% Upside) | $864.61M | 0.45% | 74Outperform |
 AVTM | $55.01 | $64.58(17.41% Upside) | $781.43M | 0.22% | 60Neutral |
 XCHG | $27.78 | $33.13(19.26% Upside) | $717.72M | 0.50% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| USSE | Segall Bryant & Hamill Select Equity ETF | 41.04 | 7.52 | 22.43% | |
| AAUB | Alpha Architect US Equity 4 ETF | 51.16 | 1.67 | 3.38% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 26.09 | 0.83 | 3.29% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.20 | 4.66 | 17.56% | |
| AVTM | Avantis Total Equity Markets ETF | 55.01 | 5.36 | 10.80% | |
| XCHG | AB US Equity ETF | 27.78 | 2.93 | 11.79% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.