Last Updated: December 8, 2016
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||3.34%|
|2||BBSI||barrett business services inc||3.34%|
|3||BSTC||biospecifics technologies corp||3.33%|
|4||CAMP||calamp corp com||3.34%|
|5||CHEF||chefs whse inc com||3.33%|
|6||CHUY||chuys hldgs inc com||3.33%|
|7||DHIL||diamond hill investment group com new||3.33%|
|8||DL||china distance ed hldgs ltd spons adr||3.33%|
|9||FOXF||fox factory hldg corp com||3.34%|
|10||GLOB||globant s a com||3.33%|
|11||HAWK||blackhawk network hldgs inc cl a||3.33%|
|12||HF||hff inc cl a||3.33%|
|13||HOLI||hollysys automation technologi shs||3.33%|
|14||IBP||installed bldg prods inc com||3.34%|
|15||INGN||inogen inc com||3.33%|
|16||LOCK||lifelock inc com||3.33%|
|17||NHTC||natural health trends corp par $.001||3.34%|
|19||NVGS||navigator holdings ltd shs||3.34%|
|21||PATK||patrick inds inc||3.33%|
|22||QLYS||qualys inc com||3.34%|
|23||REIS||reis inc com new||3.33%|
|24||SCMP||sucampo pharmaceuticals inc cl a||3.33%|
|25||SGC||superior uniform gp inc||3.33%|
|26||STMP||stamps com inc new||3.34%|
|28||TREE||lendingtree inc new||3.33%|
|29||USAC||usa compression partners lp comunit ltdp||3.33%|
|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.