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VictoryShares US Value Momentum ETF ULVM

Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis ULVM

Will ULVM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Valuable factor tilts can fade to the background.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

VictoryShares US Value Momentum ETF sports pronounced tilts to two tried-and-true risk factors, but its failure to control unrewarded sources of risk jeopardizes their impact.

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Portfolio Holdings ULVM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

1.49 2.4 Mil
Financial Services

Loews Corp

1.38 2.2 Mil
Financial Services

JPMorgan Chase & Co

1.28 2.1 Mil
Financial Services

Fiserv Inc

1.21 1.9 Mil
Technology

Cencora Inc

1.20 1.9 Mil
Healthcare

TJX Companies Inc

1.19 1.9 Mil
Consumer Cyclical

The Hartford Financial Services Group Inc

1.16 1.9 Mil
Financial Services

The Kroger Co

1.14 1.8 Mil
Consumer Defensive

American International Group Inc

1.11 1.8 Mil
Financial Services

Costco Wholesale Corp

1.11 1.8 Mil
Consumer Defensive