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USSE
+1.30 · +3.95%
$34.19 · NYSE ARCA

Segall Bryant & Hamill Trust (USSE) ETF Analysis | Large Blend

Segall Bryant & Hamill · USA
AUM:$298.0M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is USSE?

Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies whose stock is traded on U. markets, including depositary receipts (ADRs) or shares issued by companies incorporated outside of the United States.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
USSE returned 11.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 59.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$298.0M
Expense Ratio0.65%
Dividend Yield0.00%
Holdings20
Inception DateAug 2023
Domicile–
Distribution–
Index–
ProviderSegall Bryant & Hamill
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+16.4%
1Y
+24.6%
3Y
+62.6%
5Y
+62.6%
OpenBook InsightIf you had invested £10,000 in USSE 5 years ago, it would have grown to £16,265 — a gain of £6,265.

Annual Returns

Calendar year performance

USSE delivered positive returns in 4 of the last 4 calendar years.
YearUSSE
2026 YTD+21.2%
2025+2.5%
2024+25.2%
2023+5.0%
CAGR 3yr+10.5%
4/4 positive yearsAvg return: +13.5%Worst year: +2.5% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
16.4%
Low
Momentum
+3.8%
30-day change
Support Level
40.28
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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