SEG Research

index description:

The SEG US Equity ETF Index is design to give investors active US equity exposure. The index holding are selected by research analysts and our proprietary models. The index is updated and rebalanced on an annual basis.

Inception Date: 12/31/2023

CURRENT index holdings:

Name	Ticker	Category	Weight %
EA Bridgeway Blue Chip ETF	BBLU	US Equity	20.80
Motley Fool 100 ETF	TMFC	US Equity	20.55
Distillate US Fundamental Stability & Value	DSTL	US Equity	20.20
Royce Quant Small-Cap Quality Value ETF	SQLV	US Equity	18.64
VanEck Morningstar Wide Moat ETF	MOAT	US Equity	9.80
VanEck Morningstar SMID Moat ETF	SMOT	US Equity	10.01

performance:

	QTR	1-Year	3-Year	5-Year	Since Inception
SEG US Equity ETF Index	8.24				8.24
Benchmark: iShares Russell 3000 ETF (IWV)	9.98	29.12	9.62	14.15	9.98

Year
2024