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Upturn AI SWOT - About
Segall Bryant & Hamill Trust (USSE)
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Upturn Advisory Summary
10/24/2025: USSE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.94% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.53 - 34.66 | Updated Date 06/30/2025 |
52 Weeks Range 26.53 - 34.66 | Updated Date 06/30/2025 |
Upturn AI SWOT
Segall Bryant & Hamill Trust
ETF Overview
Overview
Given that Segall Bryant & Hamill Trust is a trust structure rather than a specific ETF with a ticker, information needs to be more general. SBH is a well-regarded investment manager; the trust would represent a collection of managed funds. The focus would be on providing diversified investment solutions across various asset classes and strategies.
Reputation and Reliability
Segall Bryant & Hamill (SBH) has a strong reputation as an established investment management firm.
Management Expertise
SBH's management team possesses substantial expertise across various investment disciplines, with a track record of delivering consistent results.
Investment Objective
Goal
The primary goal of Segall Bryant & Hamill Trust is to provide investors with diversified investment solutions to achieve their financial objectives.
Investment Approach and Strategy
Strategy: SBH Trust likely employs a multi-asset approach, potentially tracking various benchmarks relevant to different asset classes.
Composition The composition of the Trust varies depending on the specific investment objectives of the funds within it, encompassing stocks, bonds, and other asset classes.
Market Position
Market Share: Since this is a trust providing access to various funds, a specific market share is difficult to define.
Total Net Assets (AUM): Data on AUM for specific funds within Segall Bryant & Hamill Trust would need to be sourced individually as it represents a fund structure, not a single ETF.
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar investment strategies. SBH's Trust competes on its expertise in asset management and tailored solutions.
Financial Performance
Historical Performance: Historical performance would depend on the specific funds within the Segall Bryant & Hamill Trust and will vary.
Benchmark Comparison: Benchmark comparison will depend on the specific funds within the trust and their respective asset allocations.
Expense Ratio: Expense ratios vary by fund and would need to be determined individually.
Liquidity
Average Trading Volume
The average trading volume depends on the specific fund held within the trust.
Bid-Ask Spread
Bid-ask spread depends on the specific fund held within the trust.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all influence the performance of the underlying assets within the Segall Bryant & Hamill Trust.
Growth Trajectory
The growth trajectory of Segall Bryant & Hamill Trust is linked to the overall performance of the financial markets and the effectiveness of the investment strategies employed by the management team.
Moat and Competitive Advantages
Competitive Edge
Segall Bryant & Hamill possesses a competitive edge through its experienced management team, a commitment to providing tailored solutions, and a track record of delivering consistent results. This competitive edge is especially noticed in the niche market of providing trusts and similar financial vehicles. SBH also prides itself on its client service and attention to detail. The ability to provide personalized investment advice sets SBH apart in a competitive field.
Risk Analysis
Volatility
Volatility depends on the specific funds within the Trust and their asset allocations.
Market Risk
Market risk is inherent to the underlying assets within the Segall Bryant & Hamill Trust and is dependent on broad market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile for Segall Bryant & Hamill Trust is someone seeking diversified investment solutions with varying risk tolerances and investment horizons. Investors who need tailored fund structure solutions are best served.
Market Risk
Segall Bryant & Hamill Trust can be suitable for both long-term investors and those seeking active management, depending on the chosen funds.
Summary
Segall Bryant & Hamill Trust is a flexible fund structure offering various diversified investment solutions tailored to individual needs. Managed by an experienced investment firm, the Trust seeks to deliver consistent returns across different asset classes. Its competitiveness lies in its expertise, tailored solutions, and client-centric approach. The Trust's performance and risk profile depend on the underlying investments, making it suitable for a range of investors. While not a single ETF, it represents a robust portfolio management service.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Segall Bryant & Hamill Website
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Segall Bryant & Hamill Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.S. markets, including depositary receipts (ADRs) or shares issued by companies incorporated outside of the United States. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.