Last Updated: February 23, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||BEAT||biotelemetry inc new||3.33%|
|2||BMCH||bmc stk holdings inc new||3.34%|
|3||BSTC||biospecifics technologies corp||3.33%|
|4||CASH||meta finl group inc||3.33%|
|5||CCRN||cross ctry inc||3.34%|
|6||CCS||century cmntys inc com||3.34%|
|7||CTO||consolidated tomoka ld co||3.33%|
|8||CTRL||control4 corp com||3.33%|
|9||DHIL||diamond hill investment group com new||3.33%|
|10||EXTR||extreme networks inc||3.33%|
|11||GLOB||globant s a com||3.33%|
|12||HIIQ||health ins innovations inc com cl a||3.34%|
|13||HOFT||hooker furniture corp||3.33%|
|14||HSKA||heska corp restrc new||3.33%|
|15||HTBK||heritage commerce corp||3.33%|
|17||IPHI||inphi corp com||3.34%|
|18||KINS||kingstone cos inc com||3.33%|
|19||LGIH||lgi homes inc com||3.34%|
|20||NVEE||nv5 global inc com||3.34%|
|21||NVMI||nova measuring instruments ltd||3.33%|
|22||PFBC||preferred bk los angeles ca new||3.33%|
|23||SBCF||seacoast bkg corp fla||3.33%|
|24||SCMP||sucampo pharmaceuticals inc cl a||3.33%|
|25||SEDG||solaredge technologies inc com||3.33%|
|26||SGC||superior uniform gp inc||3.33%|
|27||SHAK||shake shack inc cl a||3.34%|
|28||SPSC||sps comm inc com||3.33%|
|29||WD||walker & dunlop inc com||3.33%|
|30||WLDN||willdan group inc com||3.34%|
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.