SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF
What is SEIM?
SEIM is an actively managed fund of large-cap US companies, exhibiting strong momentum. Selection is based on a quantitative model and an optimization process.
SEIM Factset Analytics Insight
SEIM actively manages a portfolio of equity and equity-related securities, issued by large-cap companies in the US that display a relatively strong recent performance or momentum. The fund provides an efficient way to focus on momentum investing, a trend-following investment strategy, wherein it acquires stocks or other securities having recent high returns and improvements in their price, earnings or other relevant fundamentals. The selection process involves 1) a quantitative model and rules-based screening process, which evaluates potential constituents based on several factors such as historical share price performance, earnings and profitability trends, unanticipated financial results, and changes to analyst outlooks, and 2) an optimization process to ensure high primary exposure to superior momentum stocks. SEIM launched as a part of SEI’s first equity ETF offering, the Factor ETF suite.
SEIM Portfolio Data
SEIM Index Data
SEIM Portfolio Management
SEIM Tax Exposures
SEIM Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SEIM. SEIM is rated a 5 out of 5.
SEIM Sector/Industry Breakdown
SEIM Top 10 Holdings
SEIM Performance Statistics
SEIM Economic Development
SEIM Benchmark Comparison Summary
SEIM Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.