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USSE - ETF AI Analysis

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USSE

Segall Bryant & Hamill Select Equity ETF (USSE)

Rating:74Outperform
Price Target:
USSE, the Segall Bryant & Hamill Select Equity ETF, has a solid overall rating driven mainly by its large positions in high-quality, growth-focused companies like Alphabet, Microsoft, and Arista Networks, all benefiting from strong financial performance and strategic investments in AI and cloud technologies. The fund’s rating is held back somewhat by holdings such as Amazon, Eli Lilly, and Palo Alto Networks, where high valuations, leverage, or bearish technical signals introduce more caution. The main risk factor is the ETF’s concentration in a relatively small group of large, growth-oriented tech and AI-related names, which can increase volatility if that sector faces a downturn.
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
High-Performing Top Holdings
Several of the largest positions, including Palo Alto Networks, ATI, Quanta Services, and others, have posted strong performance, helping drive the fund’s returns.
Focused but Multi-Sector Exposure
While technology is the main focus, the fund also holds financials, industrials, communication services, consumer cyclical, health care, and energy stocks, offering some diversification across industries.
Negative Factors
Heavy Concentration in Technology
More than half of the portfolio is in technology stocks, which increases the fund’s sensitivity to swings in that single sector.
Single-Country Exposure
Almost all holdings are in U.S. companies, so the fund offers little geographic diversification and is highly tied to the U.S. market.
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which means more of the returns are eaten up by costs over time.

USSE vs. SPDR S&P 500 ETF (SPY)

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 leaning heavily on Big Tech and AI, with Nvidia, Palo Alto Networks, Arista Networks, and Apple doing much of the heavy lifting as they ride strong demand for chips, cybersecurity, and cloud infrastructure. Alphabet and Amazon have been more mixed lately, occasionally losing steam and tugging at returns, while Microsoft has been a bit of a laggard despite its long-term AI story. With over half the fund in U.S. technology names and the rest spread across U.S. financials and health care, this is very much a domestically focused, tech-driven ETF.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ATI7.28%$26.21M$29.31B177.30%
78
Outperform
Microsoft7.11%$25.61M$3.65T-2.05%
79
Outperform
Nvidia6.88%$24.78M$5.16T15.45%
76
Outperform
Alphabet Class C6.84%$24.61M$4.22T62.86%
82
Outperform
Amazon5.97%$21.48M$2.82T13.60%
71
Outperform
Arista Networks5.83%$20.97M$240.82B51.76%
83
Outperform
Apple5.10%$18.35M$4.52T35.99%
79
Outperform
Eli Lilly & Co4.69%$16.87M$1.16T62.01%
72
Outperform
JPMorgan Chase4.63%$16.65M$948.15B19.12%
72
Outperform
Palo Alto Networks4.62%$16.63M$277.02B80.86%
73
Outperform

USSE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
40.10
Positive
100DMA
39.05
Positive
200DMA
36.45
Positive
Market Momentum
MACD
0.20
Positive
RSI
56.95
Neutral
STOCH
35.29
Neutral
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 undefined is equal to the 20-day moving average (MA) of 41.00, equal to the 50-day MA of 40.10, and equal to the 200-day MA of 36.45, indicating a bullish trend. The MACD of 0.20 indicates Positive momentum. The RSI at 56.95 is Neutral, neither overbought nor oversold. The STOCH value of 35.29 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
$360.03M0.65%
74
Outperform
$977.36M0.18%
71
Outperform
$809.79M0.45%
74
Outperform
$792.57M0.22%
61
Neutral
$762.99M1.30%
65
Neutral
$716.35M0.71%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
USSE
Segall Bryant & Hamill Select Equity ETF
41.05
8.32
25.42%
VFMF
Vanguard U.S. Multifactor ETF
BGDV
Bahl & Gaynor Dividend ETF
AVTM
Avantis Total Equity Markets ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
SMRI
Bushido Capital US Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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