Last Updated: May 21, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AL||air lease corp cl a||3.33%|
|2||AMCX||amc networks inc cl a||3.33%|
|3||AXL||american axle & mfg hldgs inc||3.34%|
|4||COR||coresite rlty corp com||3.34%|
|5||DY||dycom inds inc||3.33%|
|6||EVR||evercore inc class a||3.33%|
|7||EXP||eagle materials inc||3.33%|
|8||FIVE||five below inc com||3.34%|
|9||HLI||houlihan lokey inc cl a||3.33%|
|10||HQY||healthequity inc com||3.33%|
|11||HTHT||china lodging group ltd sponsored adr||3.33%|
|12||INGN||inogen inc com||3.34%|
|13||JBT||john bean technologies corp com||3.34%|
|14||LCII||lci inds com new||3.34%|
|15||LGND||ligand pharmaceuticals inc cl b||3.33%|
|16||MDSO||medidata solutions inc com||3.33%|
|17||MPWR||monolithic pwr sys inc||3.34%|
|18||OLLI||ollies bargain outlt hldgs inc com||3.33%|
|19||PAYC||paycom software inc com||3.33%|
|20||POST||post holdings inc new||3.34%|
|21||PSXP||phillips 66 partners lp com unit rep int||3.33%|
|22||QLYS||qualys inc com||3.33%|
|23||SEDG||solaredge technologies inc com||3.33%|
|24||SFM||sprouts fmrs mkt inc com||3.33%|
|25||STMP||stamps com inc new||3.33%|
|26||TPL||texas pac ld tr sub ctf prop i t||3.34%|
|27||TREE||lendingtree inc new||3.33%|
|28||VEEV||veeva sys inc cl a com||3.33%|
|29||WWE||world wrestling entmt inc cl a||3.33%|
|30||ZBRA||zebra technologies corp cl a||3.34%|
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.