USAA

United Services Automobile Association Portfolio holdings

AUM $1.43B
1-Year Est. Return 5.54%
This Quarter Est. Return
1 Year Est. Return
+5.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.6B
AUM Growth
+$496M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,391
New
Increased
Reduced
Closed

Top Buys

1
+$287M
2
+$265M
3
+$228M
4
ULVM icon
VictoryShares US Value Momentum ETF
ULVM
+$156M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$84.9M

Top Sells

1
+$582M
2
+$203M
3
+$139M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$127M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$93.9M

Sector Composition

1 Technology 15.26%
2 Financials 11.29%
3 Healthcare 10.31%
4 Consumer Discretionary 8.92%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$262K ﹤0.01%
11,862
2002
$262K ﹤0.01%
13,331
-634
2003
$262K ﹤0.01%
+8,236
2004
$261K ﹤0.01%
15,154
+3,264
2005
$261K ﹤0.01%
3,035
2006
$261K ﹤0.01%
6,847
2007
$260K ﹤0.01%
14,756
+3,347
2008
$260K ﹤0.01%
5,882
2009
$259K ﹤0.01%
19,043
+7,816
2010
$259K ﹤0.01%
15,607
+591
2011
$259K ﹤0.01%
10,186
2012
$257K ﹤0.01%
3,364
-11,280
2013
$256K ﹤0.01%
28,172
2014
$256K ﹤0.01%
5,897
2015
$256K ﹤0.01%
+9,285
2016
$255K ﹤0.01%
16,472
+2,618
2017
$255K ﹤0.01%
6,540
-154,000
2018
$254K ﹤0.01%
9,234
2019
$253K ﹤0.01%
369
2020
$253K ﹤0.01%
+11,814
2021
$252K ﹤0.01%
5,530
2022
$252K ﹤0.01%
+7,166
2023
$251K ﹤0.01%
+7,757
2024
$251K ﹤0.01%
4,271
-41,788
2025
$251K ﹤0.01%
13,384
79 80
81
82 83