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
$39.9B
AUM Growth
+$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,412
New
Increased
Reduced
Closed

Top Buys

1
+$474M
2
+$280M
3
+$136M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$125M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$95.7M

Top Sells

1
+$265M
2
+$209M
3
+$108M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$95.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$71.2M

Sector Composition

1 Technology 15.58%
2 Healthcare 10.76%
3 Financials 10.72%
4 Consumer Discretionary 9.08%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$247K ﹤0.01%
9,786
-11
2027
$247K ﹤0.01%
6,897
2028
$247K ﹤0.01%
37,975
-1,864
2029
$247K ﹤0.01%
3,348
2030
$246K ﹤0.01%
2,689
+150
2031
$246K ﹤0.01%
4,645
2032
$246K ﹤0.01%
+8,643
2033
$246K ﹤0.01%
12,181
2034
$246K ﹤0.01%
+11,411
2035
$246K ﹤0.01%
8,969
+1,057
2036
$246K ﹤0.01%
10,779
2037
$245K ﹤0.01%
+11,162
2038
$245K ﹤0.01%
5,837
+64
2039
$244K ﹤0.01%
1,928
2040
$244K ﹤0.01%
5,620
2041
$244K ﹤0.01%
4,286
2042
$243K ﹤0.01%
8,998
+1,566
2043
$242K ﹤0.01%
4,025
2044
$242K ﹤0.01%
+7,129
2045
$242K ﹤0.01%
7,109
2046
$241K ﹤0.01%
10,574
2047
$240K ﹤0.01%
+4,314
2048
$240K ﹤0.01%
4,741
2049
$240K ﹤0.01%
4,381
2050
$239K ﹤0.01%
5,229
80 81
82
83 84