USA Financial Portformulas Corporation

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Assets, Funds, Holdings

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USA Financial Portformulas Corporation
CRD #139987
SEC #801-67442
CIK #1633716
AUM $346.2 MM (100% Disc, 100% US)
Employees35 (11% Investors, 100% Brokers)
Phone800-869-5994
Address6020 East Fulton Street
Ada, MI 49301
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
MSFT 865,660.0 10.6
WYNN 12,850.0 8.2
NVDA 97,650.0 7.9
FB 491,090.0 7.5
MNST 33,240.0 7.4
INTC 239,910.0 7.3
ISRG 62,160.0 7.2
CTAS 21,360.0 7.2
ADBE 127,640.0 7.0
BA 226,000.0 6.7
View All
Holdings by Sector ($BB)
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