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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
37
5
7
2
3
1
28
6
5
ALBION FINANCIAL GROUP UT

Time Period2018-06-30

Total Holdings197

Total Value ($x1000)693,844
Activities
New11

Increased93

Unchanged67

Decreased26

Sold Out8

Top 10 Stock Holdingstotal 39.15%
VOO8.39

IWR6.11

VEU4.13

VWO3.35

IJR3.35

 
AAPL3

XLF2.89

AMZN2.83

GE2.7

FB2.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
8.39%
SHS
IWR
6.11%
RUS MID-CAP ETF
VEU
4.13%
ALLWRLD EX US
VWO
3.35%
FTSE EMR MKT ETF
IJR
3.35%
CORE S&P SCP ETF
AAPL
3%
COM
XLF
2.89%
SBI INT-FINL
AMZN
2.83%
COM
GE
2.7%
COM
FB
2.4%
CL A
MSFT
2.35%
COM
VCSH
2.29%
SHRT TRM CORP BD
JPM
2.06%
COM
XLE
2.01%
SBI INT-ENERGY
GOOGL
1.97%
CAP STK CL A
V
1.84%
COM CL A
HD
1.74%
COM
FM
1.69%
MSCI FRNTR100ETF
BRK.B
1.59%
CL B NEW
IBB
1.56%
NASDQ BIOTEC ETF
SPY
1.52%
TR UNIT
TOTL
1.51%
SPDR TR TACTIC
XLRE
1.43%
RL EST SEL SEC
KEY
1.34%
COM
DIS
1.3%
COM DISNEY
FISV
1.23%
COM
HON
1.22%
COM
CSCO
1.12%
COM
COST
0.86%
COM
DGRW
0.76%
US DIVD GRT FD
MCD
0.73%
COM
IP
0.71%
COM
ED
0.65%
COM
LMT
0.65%
COM
MRK
0.64%
COM
UNH
0.63%
COM
KMB
0.61%
COM
SDY
0.6%
S&P DIVID ETF
CLX
0.59%
COM
RDS/B
0.59%
SPON ADR B
UNP
0.57%
COM
SCHWAB V...
0.56%
COM
VZ
0.54%
COM
INTC
0.52%
COM
TOT
0.5%
SPONSORED ADR
JNJ
0.48%
COM
DVY
0.48%
SELECT DIVID ETF
QCOM
0.47%
COM
T
0.46%
COM
PRFZ
0.46%
FTSE RAFI 1500
HAS
0.46%
COM
KHC
0.46%
COM
SCHM
0.44%
US MID-CAP ETF
LEG
0.42%
COM
BMY
0.41%
COM
DFA US C...
0.38%
COM
DLR
0.37%
COM
IBM
0.37%
COM
IJH
0.35%
CORE S&P MCP ETF
SCHG
0.34%
US LCAP GR ETF
DWDP
0.34%
COM
AMGN
0.32%
COM
SYY
0.31%
COM
XOM
0.31%
COM
ONEQ
0.31%
NDQ CP IDX TRK
IWZ
0.27%
RUS 3000 GRW ETF
INVESCO ...
0.27%
COM
SCHWAB V...
0.25%
COM
RYT
0.25%
S&P500 EQL TEC
MS
0.25%
COM NEW
DGRO
0.25%
CORE DIV GRWTH
FLRN
0.24%
INV GRD FLT RT
FIDELITY...
0.24%
COM
EVRG
0.24%
COM
VANGUARD...
0.24%
COM
QQQ
0.23%
UNIT SER 1
EWH
0.22%
MSCI HONG KG ETF
TGT
0.2%
COM
GIS
0.2%
COM
DFA INTE...
0.2%
COM
DFA SHOR...
0.19%
COM
WFC
0.19%
COM
BBH
0.19%
BIOTECH ETF
MDT
0.17%
SHS
FIDELITY...
0.17%
COM
VANGUARD...
0.16%
COM
EWC
0.16%
MSCI CDA ETF
FIDELITY...
0.15%
COM
AEP
0.15%
COM
DFA INTE...
0.15%
COM
OAKMARK ...
0.15%
COM
VANGUARD...
0.15%
COM
DGS
0.15%
EMG MKTS SMCAP
EWS
0.15%
MSCI SINGPOR ETF
DFA US T...
0.15%
COM
ADBE
0.14%
COM
RP
0.13%
COM
VUG
0.13%
GROWTH ETF
PYPL
0.13%
COM
FSS
0.13%
COM
PFE
0.13%
COM
TSLA
0.12%
COM
EWA
0.12%
MSCI AUST ETF
NFLX
0.12%
COM
KO
0.12%
COM
AXDX
0.11%
COM
CE
0.11%
COM SER A
VANGUARD...
0.11%
COM
EXAS
0.11%
COM
AMAT
0.11%
COM
FIDELITY...
0.1%
COM
PG
0.1%
COM
GOOG
0.1%
CAP STK CL C
SCHW
0.09%
COM
FIDELITY...
0.09%
COM
VANGUARD...
0.09%
COM
VAGUARD ...
0.09%
COM
DFA SELE...
0.09%
COM
FOXF
0.09%
COM
STOR
0.09%
COM
BAC
0.09%
COM
SBUX
0.09%
COM
TSCO
0.08%
COM
FIDELITY...
0.08%
COM
EQIX
0.08%
COM PAR $0.001
TIAA-CRE...
0.08%
COM
WLK
0.08%
COM
NNN
0.08%
COM
BA
0.08%
COM
OAKMARK ...
0.08%
COM
DUK
0.08%
COM NEW
ABBV
0.07%
COM
TJX
0.07%
COM
HXL
0.07%
COM
ESNT
0.07%
COM
NKE
0.07%
CL B
ISRG
0.07%
COM NEW
GILD
0.07%
COM
ORCL
0.07%
COM
COHR
0.07%
COM
SKT
0.07%
COM
FLT
0.07%
COM
IVW
0.06%
S&P 500 GRWT ETF
ADP
0.06%
COM
JPST
0.06%
ULTRA SHRT INC
KMG
0.06%
COM
CHKP
0.06%
ORD
MDLZ
0.06%
CL A
BLK
0.06%
COM
LCII
0.06%
COM
LBY
0.06%
COM
PEP
0.05%
COM
FIDELITY...
0.05%
COM
WDIV
0.05%
S&P GLBDIV ETF
SRCL
0.05%
COM
VIG
0.05%
DIV APP ETF
DTN
0.05%
DIV EX-FINL FD
DODGE CO...
0.05%
COM
FIDELITY...
0.05%
COM
SCHWAB T...
0.05%
COM
FIDELITY...
0.04%
COM
DREYFUS ...
0.04%
COM
SNH
0.04%
SH BEN INT
PSX
0.04%
COM
LMAT
0.04%
COM
CAG
0.04%
COM
VVC
0.04%
COM
MINT
0.04%
ENHAN SHRT MAT
BERKSHIR...
0.04%
COM
DFA GLOB...
0.04%
COM
MO
0.04%
COM
TIF
0.04%
COM
VANGUARD...
0.04%
COM
ABT
0.04%
COM
DFA EMER...
0.04%
COM
NVDA
0.04%
COM
BABA
0.04%
SPONSORED ADS
SPGI
0.03%
COM
VANGUARD...
0.03%
COM
CAT
0.03%
COM
HPT
0.03%
COM SH BEN INT
WGL
0.03%
COM
COP
0.03%
COM
MMM
0.03%
COM
METROPOL...
0.03%
COM
NUVEEN A...
0.03%
COM
FRANKLIN...
0.02%
COM
FID INTE...
0.02%
COM
PIMCO TO...
0.02%
COM
RESTRICT...
0.02%
COM
PUTNAM T...
0.01%
COM
PERSONAL...
0.01%
COM
VANGUARD...
< 0.01%
COM
DRAD
< 0.01%
COM
OLIEX IN...
< 0.01%
COM
SUNGOLD ...
< 0.01%
COM
AXIS ENE...
< 0.01%
COM
PRFZ
0.46%
FTSE US1500 SM
POWERSHA...
0.26%
COM
WR
0.24%
COM
QQQ
0.24%
UNIT SER 1
MON
0.04%
COM
CGNX
0.03%
COM
CPB
0.03%
COM
VANGUARD...
0.02%
COM