USA FINANCIAL Overview

Usa Financial Portformulas Corp is an investment advisor that manages 363.6 MM dollars in regulatory AUM and has 35 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 390MM in positions, representing 107% of the manager's regulatory AUM.

USA FINANCIAL StockAlpha

-2.2%
Top 25%
2yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

USA FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 3.77% Cons. Staples -5.48% -0.09% 0 24%
JNJ 3.65% Health -5.3% -0.03% 0 34%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

USA FINANCIAL Founders and Key Employees

Name Title In Position Since
Michael D. Walters Ceo/Manager January-2006
Brent D. Enders President/Manager February-2006
Andrea D. Mcgrew Chief Compliance Officer/Manager December-2006
William C. Bachert Chief Financial Officer / Manager April-2007
Matthew L. Mcgrew Chief Operations Officer/Manager April-2010
Mark R. Mersman Chief Marketing Officer June-2014
Justin W. Long Chief Sales Officer June-2014

USA FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

USA FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis


As referenced above, Michael Walters, creates and defines each Portformula’s overall investment objectives and the investment selection criteria. Once the investment-selection criteria is defined, however, we use that criteria to determine our investment recommendations – our proprietary, formulaic process applies the investment selection criteria to a universe of stocks or investment.

Investment Strategies


Portformulas’ investment strategies are varied. For example, our Squadron Portformula is based on a growth objective while the Brigade Portformula is based on a growth and value objective.

The most important thing to understand is that Portformulas’ investment strategies utilize equities. Equities are risky and if you invest with Portformulas, you must be capable of bearing the risk of loss associated with an equity-laden investment strategy....
Unlock Full Investment Process Description

USA FINANCIAL Portfolio Concentration

USA FINANCIAL Location

6020 EAST FULTON STREET
ADA, Michigan
UNITED STATES, 49301

USA FINANCIAL Contact Information

Phone Number: (800)869-5994
Fax Number: (888)869-9411
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A