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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.51 | 2.03 | 0.52 |
Shares | 54.60 | 58.73 | 4.13 |
Bonds | 43.19 | 43.20 | 0.01 |
Preferred | 0.28 | 0.28 | 0.00 |
Other | 0.41 | 0.42 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.77 | 18.14 |
Price to Book | 2.03 | 3.07 |
Price to Sales | 1.19 | 2.06 |
Price to Cash Flow | 8.99 | 11.92 |
Dividend Yield | 2.59 | 2.01 |
5 Years Earnings Growth | 10.66 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.55 | 22.93 |
Financial Services | 16.09 | 14.99 |
Industrials | 13.52 | 10.84 |
Consumer Cyclical | 10.88 | 10.06 |
Healthcare | 10.40 | 13.34 |
Communication Services | 6.93 | 7.22 |
Consumer Defensive | 6.09 | 6.29 |
Basic Materials | 5.74 | 3.51 |
Energy | 5.04 | 5.51 |
Real Estate | 3.00 | 3.53 |
Utilities | 2.76 | 3.07 |
Number of long holdings: 195
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
VictoryShares Core Intermediate Bond ETF | US92647N5279 | 24.45 | - | - | |
VictoryShares Core Plus Intmdt Bond ETF | - | 6.24 | - | - | |
Schwab amental Intl Large Company | US8085247554 | 4.86 | 36.25 | +0.92% | |
Vanguard FTSE Developed Markets ETF | - | 3.22 | - | - | |
Schwab amental EM Large Company | US8085247307 | 2.25 | 29.36 | -1.08% | |
Vanguard S&P 500 ETF | - | 2.23 | - | - | |
iShares MSCI Japan ETF | - | 2.19 | - | - | |
iShares Core S&P Small-Cap ETF | - | 2.18 | - | - | |
iShares Core US Aggregate Bond ETF | - | 2.01 | - | - | |
Microsoft Corp | - | 1.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
USAA S&P 500 Index Reward | 7.53B | 5.90 | 7.61 | 12.38 | ||
USAA NASDAQ-100 Index | 5.13B | 3.78 | 8.35 | 17.78 | ||
USAA S&P 500 Index Member | 4.27B | 5.88 | 7.50 | 12.27 | ||
USAA Cornerstone Moderately Agrsv | 2.69B | 1.82 | 1.29 | 4.20 | ||
USAA Tax Exempt Intermediate-Term | 2.48B | -0.43 | -0.81 | 2.26 |
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