Last Updated: November 16, 2017
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||BEAT||biotelemetry inc new||3.33%|
|3||BMCH||bmc stk holdings inc new||3.34%|
|4||BSTC||biospecifics technologies corp||3.33%|
|5||CTO||consolidated tomoka ld co||3.33%|
|6||CUNB||cu bancorp calif com||3.33%|
|7||DHIL||diamond hill investment group com new||3.34%|
|8||DL||china distance ed hldgs ltd spons adr||3.33%|
|10||GLOB||globant s a com||3.33%|
|11||HIIQ||health ins innovations inc com cl a||3.33%|
|12||HOFT||hooker furniture corp||3.34%|
|13||HSKA||heska corp restrc new||3.33%|
|14||HTBK||heritage commerce corp||3.33%|
|16||IPHI||inphi corp com||3.34%|
|17||LGIH||lgi homes inc com||3.33%|
|18||NHTC||natural health trends corp par $.001||3.33%|
|19||NVEE||nv5 global inc com||3.34%|
|20||NVMI||nova measuring instruments ltd||3.33%|
|21||PATK||patrick inds inc||3.33%|
|22||PFBC||preferred bk los angeles ca new||3.33%|
|23||SCMP||sucampo pharmaceuticals inc cl a||3.33%|
|24||SGC||superior uniform gp inc||3.33%|
|25||SHAK||shake shack inc cl a||3.34%|
|26||SPSC||sps comm inc com||3.33%|
|27||TAHO||tahoe res inc com||3.34%|
|28||TEDU||tarena intl inc adr||3.34%|
|29||WD||walker & dunlop inc com||3.33%|
|30||WLDN||willdan group inc com||3.33%|
Steps to Create This Folio
- We identified small-cap growth stocks as those having market capitalizations smaller than $1.7 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 small-cap stocks keeping the sector weights comparable to the S&P 500.
- We equally weighted all stocks 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.