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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 Period2019-06-30

Total Holdings23

Total Value ($x1000)61,060
Activities
New6

Increased16

Unchanged0

Decreased1

Sold Out0

Top 10 Stock Holdingstotal 81.3%
SPY39.26

LBRT5.31

F5.04

AES4.97

STX4.76

 
SYY4.68

PRU4.53

ITOT4.48

HPQ4.19

CAH4.08

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SEC 13F
Filing
Detail
Sort:
SPY
39.26%
TR UNIT
LBRT
5.31%
CL A
F
5.04%
COM PAR $0.01
AES
4.97%
COM
STX
4.76%
SHS
SYY
4.68%
COM
PRU
4.53%
COM
ITOT
4.48%
CORE S&P TTL STK
HPQ
4.19%
COM
CAH
4.08%
COM
IP
3.99%
COM
JWN
3.14%
COM
CC
3.02%
COM
VWO
2.5%
FTSE EMR MKT ETF
VEA
2.44%
FTSE DEV MKT ETF
AMZN
0.91%
COM
IVV
0.53%
CORE S&P500 ETF
DIS
0.46%
COM DISNEY
AAPL
0.37%
COM
JPM
0.35%
COM
ESGD
0.35%
MSCI EAFE ESG
HD
0.34%
COM
FSIC
0.28%
COM