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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
29
5
6
ALBION FINANCIAL GROUP UT

Time Period2018-03-31

Total Holdings194

Total Value ($x1000)650,390
Activities
New15

Increased71

Unchanged47

Decreased61

Sold Out16

Top 10 Stock Holdingstotal 39.85%
VOO8.43

IWR6.23

VEU4.53

VWO3.84

IJR3.2

 
XLF3.16

AAPL2.86

GE2.86

AMZN2.45

MSFT2.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
8.43%
SHS
IWR
6.23%
RUS MID-CAP ETF
VEU
4.53%
ALLWRLD EX US
VWO
3.84%
FTSE EMR MKT ETF
IJR
3.2%
CORE S&P SCP ETF
XLF
3.16%
SBI INT-FINL
AAPL
2.86%
COM
GE
2.86%
COM
AMZN
2.45%
COM
MSFT
2.29%
COM
VCSH
2.29%
SHRT TRM CORP BD
JPM
2.25%
COM
FM
2.16%
MSCI FRNTR100ETF
FB
2.06%
CL A
XLE
1.88%
SBI INT-ENERGY
BRK.B
1.79%
CL B NEW
GOOGL
1.73%
CAP STK CL A
HD
1.68%
COM
V
1.68%
COM CL A
IBB
1.6%
NASDQ BIOTEC ETF
TOTL
1.58%
SPDR TR TACTIC
SPY
1.57%
TR UNIT
XLRE
1.42%
RL EST SEL SEC
KEY
1.38%
COM
DIS
1.31%
COM DISNEY
HON
1.28%
COM
FISV
1.25%
COM
CSCO
1.18%
COM
DGRW
0.8%
US DIVD GRT FD
COST
0.8%
COM
LMT
0.79%
COM
MCD
0.74%
COM
IP
0.71%
COM
ED
0.65%
COM
SDY
0.63%
S&P DIVID ETF
CLX
0.61%
COM
UNP
0.57%
COM
INTC
0.57%
COM
KMB
0.56%
COM
UNH
0.55%
COM
RDS/B
0.53%
SPON ADR B
JNJ
0.53%
COM
MRK
0.52%
COM
TOT
0.51%
SPONSORED ADR
T
0.5%
COM
BMY
0.5%
COM
QCOM
0.5%
COM
KHC
0.47%
COM
SCHM
0.46%
US MID-CAP ETF
PRFZ
0.46%
FTSE US1500 SM
VZ
0.46%
COM
IJH
0.45%
CORE S&P MCP ETF
DFA US C...
0.38%
COM
LEG
0.37%
COM
SCHG
0.35%
US LCAP GR ETF
HAS
0.35%
COM
DLR
0.34%
COM
DWDP
0.32%
COM
ONEQ
0.32%
NDQ CP IDX TRK
XOM
0.3%
COM
DVY
0.3%
SELECT DIVID ETF
SYY
0.3%
COM
POWERSHA...
0.29%
COM
IWZ
0.28%
RUS 3000 GRW ETF
DGRO
0.26%
CORE DIV GRWTH
MS
0.26%
COM NEW
FIDELITY...
0.26%
COM
IBM
0.26%
COM
POWERSHA...
0.26%
COM
VANGUARD...
0.25%
COM
EWH
0.25%
MSCI HONG KG ETF
AMGN
0.24%
COM
WR
0.24%
COM
QQQ
0.24%
UNIT SER 1
SCHWAB V...
0.24%
COM
DFA INTE...
0.21%
COM
DFA SHOR...
0.21%
COM
BBH
0.2%
BIOTECH ETF
WFC
0.19%
COM
AXDX
0.19%
COM
GIS
0.19%
COM
DGS
0.18%
EMG MKTS SMCAP
FIDELITY...
0.18%
COM
VANGUARD...
0.18%
COM
EWS
0.17%
MSCI SINGPOR ETF
MDT
0.17%
SHS
EWC
0.17%
MSCI CDA ETF
DFA INTE...
0.16%
COM
AEP
0.16%
COM
VANGUARD...
0.16%
COM
OAKMARK ...
0.16%
COM
FIDELITY...
0.16%
COM
DFA US T...
0.14%
COM
AMAT
0.14%
COM
KO
0.13%
COM
PFE
0.13%
COM
VUG
0.13%
GROWTH ETF
EWA
0.13%
MSCI AUST ETF
RP
0.13%
COM
ADBE
0.12%
COM
PYPL
0.12%
COM
VANGUARD...
0.11%
COM
PG
0.11%
COM
CE
0.11%
COM SER A
SBUX
0.11%
COM
TSLA
0.1%
COM
SCHW
0.1%
COM
FIDELITY...
0.1%
COM
NFLX
0.1%
COM
BAC
0.1%
COM
VANGUARD...
0.1%
COM
GOOG
0.1%
CAP STK CL C
FIDELITY...
0.09%
COM
DFA SELE...
0.09%
COM
VAGUARD ...
0.09%
COM
ESNT
0.09%
COM
FIDELITY...
0.09%
COM
WLK
0.09%
COM
OAKMARK ...
0.09%
COM
COHR
0.08%
COM
EXAS
0.08%
COM
BA
0.08%
COM
STOR
0.08%
COM
ABBV
0.08%
COM
EQIX
0.08%
COM PAR $0.001
DUK
0.08%
COM NEW
TIAA-CRE...
0.08%
COM
TGT
0.08%
COM
GILD
0.08%
COM
FLT
0.08%
COM
NNN
0.07%
COM
HXL
0.07%
COM
ORCL
0.07%
COM
TSCO
0.07%
COM
LCII
0.07%
COM
IVW
0.07%
S&P 500 GRWT ETF
FOXF
0.07%
COM
MINT
0.07%
ENHAN SHRT MAT
CHKP
0.07%
ORD
SKT
0.07%
COM
TJX
0.07%
COM
MDLZ
0.06%
CL A
ISRG
0.06%
COM NEW
BLK
0.06%
COM
NKE
0.06%
CL B
FSS
0.06%
COM
PEP
0.06%
COM
ADP
0.06%
COM
FIDELITY...
0.05%
COM
WDIV
0.05%
S&P GLBDIV ETF
VIG
0.05%
DIV APP ETF
KMG
0.05%
COM
SCHWAB T...
0.05%
COM
DTN
0.05%
DIV EX-FINL FD
DODGE CO...
0.05%
COM
LMAT
0.05%
COM
DREYFUS ...
0.05%
COM
SNH
0.05%
SH BEN INT
FIDELITY...
0.05%
COM
BERKSHIR...
0.05%
COM
SRCL
0.05%
COM
CAG
0.05%
COM
FIDELITY...
0.05%
COM
DFA EMER...
0.04%
COM
MO
0.04%
COM
ABT
0.04%
COM
VANGUARD...
0.04%
COM
VVC
0.04%
COM
DFA GLOB...
0.04%
COM
CAT
0.04%
COM
PSX
0.04%
COM
BABA
0.04%
SPONSORED ADS
VANGUARD...
0.04%
COM
MMM
0.04%
COM
MON
0.04%
COM
NVDA
0.04%
COM
SPGI
0.03%
COM
CGNX
0.03%
COM
WGL
0.03%
COM
CPB
0.03%
COM
METROPOL...
0.03%
COM
NUVEEN A...
0.03%
COM
LBY
0.03%
COM
FRANKLIN...
0.03%
COM
FID INTE...
0.02%
COM
VANGUARD...
0.02%
COM
PIMCO TO...
0.02%
COM
PUTNAM T...
0.01%
COM
RESTRICT...
0.01%
COM
PERSONAL...
0.01%
COM
DRAD
< 0.01%
COM
AXIS ENE...
< 0.01%
COM
OLIEX IN...
< 0.01%
COM
SUNGOLD ...
< 0.01%
COM
THO
1.95%
COM
CELG
1.1%
COM
CUT
0.28%
GUGG TIMBER ETF
RYT
0.24%
GUG S&P500EQWTTE
RFG
0.13%
GUG S&P MC400 PG
HSKA
0.08%
COM RESTRC NEW
SNY
0.07%
SPONSORED ADR
HQY
0.06%
COM
RPM
0.06%
COM
LGIH
0.04%
COM
MFS VALU...
0.04%
COM
IPHI
0.04%
COM
TIF
0.03%
COM
ES
0.03%
COM
HPT
0.03%
COM SH BEN INT
WM
0.03%
COM