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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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AI FINANCIAL SERVICES LLC

Time Period2018-12-31

Total Holdings20

Total Value ($x1000)59,205
Activities
New6

Increased5

Unchanged0

Decreased9

Sold Out3

Top 10 Stock Holdingstotal 81.17%
EFA21.48

BND18.63

VT11.25

SCHF8.29

AES4.06

 
ITOT3.72

EAT3.67

SYY3.67

HPQ3.36

JWN3.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
21.48%
MSCI EAFE ETF
BND
18.63%
TOTAL BND MRKT
VT
11.25%
TT WRLD ST ETF
SCHF
8.29%
INTL EQTY ETF
AES
4.06%
COM
ITOT
3.72%
CORE S&P TTL STK
EAT
3.67%
COM
SYY
3.67%
COM
HPQ
3.36%
COM
JWN
3.04%
COM
IP
3.02%
COM
F
2.97%
COM PAR $0.01
CAH
2.83%
COM
PRU
2.65%
COM
IVV
2.34%
CORE S&P500 ETF
VWO
1.99%
FTSE EMR MKT ETF
VEA
1.86%
FTSE DEV MKT ETF
AMZN
0.7%
COM
DIS
0.35%
COM DISNEY
FSIC
0.12%
COM
FE
6.43%
COM
USB
0.7%
COM NEW
AAPL
0.66%
COM