Last Updated: June 27, 2017
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||ALGT||allegiant travel co com||3.33%|
|3||ANET||arista networks inc com||3.33%|
|4||AYI||acuity brands inc||3.34%|
|6||CMD||cantel medical corp||3.34%|
|7||CONE||cyrusone inc com||3.33%|
|8||COR||coresite rlty corp com||3.33%|
|9||EEFT||euronet svcs inc||3.33%|
|10||EQM||eqt midstream partners lp unit ltd partn||3.33%|
|11||EVR||evercore partners inc class a||3.34%|
|12||FIVE||five below inc com||3.33%|
|13||HOMB||home bancshares inc com||3.34%|
|14||HQY||healthequity inc com||3.33%|
|15||HTHT||china lodging group ltd sponsored adr||3.33%|
|16||LCII||lci inds com new||3.33%|
|19||MPWR||monolithic pwr sys inc||3.33%|
|20||NORD||nord anglia education inc shs||3.33%|
|22||PAYC||paycom software inc com||3.34%|
|23||PSXP||phillips 66 partners lp com unit rep int||3.34%|
|24||SPB||spectrum brands inc com new||3.33%|
|25||STMP||stamps com inc new||3.34%|
|26||TAL||tal ed group ads repstg com||3.34%|
|27||VEEV||veeva sys inc cl a com||3.34%|
|28||VIPS||vipshop hldgs ltd sponsored adr||3.33%|
|29||WAL||western alliance bancorp||3.33%|
|30||WWAV||whitewave foods co com cl a||3.33%|
Steps to Create This Folio
- We identified mid-cap stocks as those having market capitalizations between $1.7 billion and $11 billion.
- We determined the average sales and earnings growth projections in a given sector.
- We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
- We ranked these mid-cap stocks and targeted the sector weights to be comparable to those of the S&P 500.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 securities in the folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.