VictoryShares US Value Momentum ETF ULVM

Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis ULVM

Will ULVM outperform in the future?

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

Balanced exposure to value stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

VictoryShares US Value Momentum ETF builds a value-oriented portfolio that avoids some of the riskiest stocks in the large-cap market. This exchange-traded fund earns a Process Pillar rating upgrade to Above Average from Average for consistently favoring cheaper stocks while controlling its risks.

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Portfolio Holdings ULVM

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

1.64 4M
Financial Services

Evergy Inc

1.43 4M
Utilities

Loews Corp

1.43 4M
Financial Services

Consolidated Edison Inc

1.38 4M
Utilities

Aflac Inc

1.37 4M
Financial Services

Realty Income Corp

1.31 3M
Real Estate

Ameren Corp

1.30 3M
Utilities

CenterPoint Energy Inc

1.29 3M
Utilities

W.P. Carey Inc

1.29 3M
Real Estate

Johnson & Johnson

1.24 3M
Healthcare

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