Last Updated: January 18, 2017
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AMWD||american woodmark corp||3.33%|
|2||BBSI||barrett business services inc||3.33%|
|3||BEAT||biotelemetry inc new||3.33%|
|4||BMCH||bmc stk holdings inc new||3.34%|
|5||BSTC||biospecifics technologies corp||3.33%|
|6||CAMP||calamp corp com||3.34%|
|7||CHUY||chuys hldgs inc com||3.34%|
|8||CSFL||centerstate bks fla inc||3.33%|
|9||DHIL||diamond hill investment group com new||3.33%|
|10||DL||china distance ed hldgs ltd spons adr||3.33%|
|11||GLOB||globant s a com||3.33%|
|12||HCCI||heritage crystal clean inc com||3.33%|
|13||HF||hff inc cl a||3.33%|
|14||IBP||installed bldg prods inc com||3.33%|
|15||INGN||inogen inc com||3.33%|
|16||NVGS||navigator holdings ltd shs||3.34%|
|17||PATK||patrick inds inc||3.33%|
|18||PFBC||preferred bk los angeles ca new||3.33%|
|19||PRSC||providence svc corp||3.34%|
|20||QLYS||qualys inc com||3.33%|
|22||SCMP||sucampo pharmaceuticals inc cl a||3.33%|
|23||SGC||superior uniform gp inc||3.34%|
|24||SPSC||sps comm inc com||3.34%|
|26||TREE||lendingtree inc new||3.33%|
|27||TSEM||tower semiconductor ltd ord||3.34%|
|28||USAC||usa compression partners lp comunit ltdp||3.33%|
|29||USCR||u s concrete inc com new||3.34%|
|30||UVE||universal ins hldgs inc||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.