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All American

All American

1.20k followers19 symbols Watchlist by Motif Investing

Despite turmoil overseas, the US economy continues to grow, increasing opportunities for domestically-focused companies.

Curated by Motif Investing

Background

With Europe facing the prospect of another recession, consider companies focused on growth in America. Most multinational companies get about 30% of sales from foreign developed regions like Europe. But as demand there slows, sales targets are increasingly at risk. Plus, the gap between the European and American economies appears to be widening. The Eurozone's GDP was marginally up by 0.3 percent in the second quarter of 2013, – while US GDP growth was 2.5 percent.

In contrast, companies in this motif, with all sales coming from the US, have managed to grow their revenue and income by at least 8% over the past three years.

How did we choose these stocks?

We identified US-listed stocks and American Depository Receipts of companies that are engaged in activities relevant to this watchlist's theme. We then filtered out companies that have a share price of less than $1.00 or a market capitalization less than $100 million, and excluded illiquid stocks by screening companies for liquidity i.e. average bid-ask spreads, dollar volume traded etc. Finally the proprietary Motif Optimization Engine determined the constituent stocks. Learn more about how we select our watchlists.

Who made these selections?

Motif is an online brokerage built on thematic portfolios of up to 30 stocks and ETFs. Founded in 2010 by Hardeep Walia, Motif combines complex proprietary algorithms with skilled advisers to develop these thematic portfolios. Learn more about our team.

How are these weighted?

First, we determined each company's percentage of total revenue derived from this watchlist's theme. Second, we applied a pure-play factor to give greater relative weight to companies that derive a higher percentage of their revenue from this theme. Finally, we weighted each company by its market capitalization adjusted for revenue exposure to the theme.

More details on how we build and weight watchlists are available here.

Performance

WatchlistChange today1-month return1-year returnTotal return
All American+0.07%+4.17%-25.11%-7.83%
^GSPC-0.02%+4.89%+16.76%+3526.72%

19 symbols

SymbolCompany nameLast priceChange% changeMarket timeVolumeAvg vol (3-month)Market cap
TMUST-Mobile US, Inc.115.49+0.12+0.10%4:00 pm GMT-42.03M7.90M145.35B
TDGTransDigm Group Incorporated498.79+3.64+0.74%4:00 pm GMT-4344.41k573.35k27.04B
LENLennar Corporation74.25-0.33-0.44%4:00 pm GMT-41.10M3.43M22.55B
SAMThe Boston Beer Company, Inc.817.09-26.63-3.16%4:00 pm GMT-496.38k171.71k9.98B
GRUBGrubhub Inc.76.75-0.89-1.15%4:00 pm GMT-41.07M3.39M7.08B
SBNYSignature Bank107.43+0.02+0.02%4:00 pm GMT-4346.87k437.62k5.75B
TOLToll Brothers, Inc.39.74-0.02-0.05%4:00 pm GMT-4654.38k2.38M4.99B
UBSIUnited Bankshares, Inc.28.69+0.35+1.24%4:00 pm GMT-4274.06k583.94k3.72B
EXPEagle Materials Inc.84.61+0.93+1.11%4:00 pm GMT-4165.24k424.36k3.53B
GBCIGlacier Bancorp, Inc.36.87+0.19+0.52%4:00 pm GMT-4402.86k713.21k3.52B
SRSpire Inc.60.76-0.43-0.70%4:00 pm GMT-4155.28k320.95k3.13B
ALEALLETE, Inc.56.9-0.49-0.85%4:00 pm GMT-4217.43k381.14k2.95B
STLSterling Bancorp12.7+0.21+1.68%4:00 pm GMT-41.52M2.60M2.47B
BKUBankUnited, Inc.23.66+0.71+3.09%4:00 pm GMT-4497.49k1.20M2.19B
MDMEDNAX, Inc.19.92--4:00 pm GMT-4415.54k1.03M1.70B
VGRVector Group Ltd.10.42+0.19+1.86%4:00 pm GMT-41.09M1.09M1.60B
ARAntero Resources Corporation4.43+0.45+11.31%4:00 pm GMT-417.82M11.54M1.19B
AETAetna Inc.---6:07 pm GMT-4---
MBFIMB Financial, Inc.42.38--9:39 am GMT-4---