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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.01 | 1.01 | 0.00 |
Stocks | 98.91 | 98.91 | 0.00 |
Other | 0.08 | 0.09 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.00 | 16.93 |
Price to Book | 2.79 | 2.76 |
Price to Sales | 2.06 | 1.89 |
Price to Cash Flow | 11.92 | 11.38 |
Dividend Yield | 2.01 | 2.27 |
5 Years Earnings Growth | 11.28 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.98 | 20.38 |
Financial Services | 16.65 | 15.54 |
Consumer Cyclical | 12.48 | 10.20 |
Healthcare | 11.47 | 13.19 |
Industrials | 9.81 | 12.15 |
Communication Services | 8.00 | 7.80 |
Consumer Defensive | 5.83 | 8.98 |
Basic Materials | 4.16 | 4.50 |
Energy | 4.04 | 4.88 |
Utilities | 2.22 | 3.19 |
Real Estate | 1.34 | 2.30 |
Number of long holdings: 545
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.81 | - | - | |
NVIDIA Corp | - | 3.51 | - | - | |
Apple Inc | - | 2.71 | - | - | |
Meta Platforms Inc Class A | - | 2.22 | - | - | |
Amazon.com Inc | - | 2.14 | - | - | |
Alphabet Inc Class C | - | 2.12 | - | - | |
Eli Lilly and Co | - | 1.49 | - | - | |
JPMorgan Chase & Co | - | 1.42 | - | - | |
Mastercard Inc Class A | - | 1.30 | - | - | |
Novo Nordisk B | DK0062498333 | 1.12 | 927.3 | +1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
USAA S&P 500 Index Reward | 7.59B | 5.90 | 7.61 | 12.38 | ||
USAA NASDAQ-100 Index | 5.13B | 3.78 | 8.35 | 17.78 | ||
USAA S&P 500 Index Member | 4.3B | 5.88 | 7.50 | 12.27 | ||
USAA Cornerstone Moderately Agrsv | 2.71B | 1.82 | 1.29 | 4.20 | ||
USAA Tax Exempt Intermediate-Term | 2.48B | -0.43 | -0.81 | 2.26 |
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