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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
38
8
4
0
3
0
29
5
4
ALBION FINANCIAL GROUP UT

Time Period2019-03-31

Total Holdings205

Total Value ($x1000)737,359
Activities
New13

Increased86

Unchanged57

Decreased49

Sold Out6

Top 10 Stock Holdingstotal 39.99%
VOO10.3

IWR6.11

VEU3.91

VWO3.23

IJR3.09

 
AAPL2.92

AMZN2.85

XLF2.71

MSFT2.57

VCSH2.3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
10.3%
SHS
IWR
6.11%
RUS MID-CAP ETF
VEU
3.91%
ALLWRLD EX US
VWO
3.23%
FTSE EMR MKT ETF
IJR
3.09%
CORE S&P SCP ETF
AAPL
2.92%
COM
AMZN
2.85%
COM
XLF
2.71%
SBI INT-FINL
MSFT
2.57%
COM
VCSH
2.3%
SHRT TRM CORP BD
V
2.1%
COM CL A
GOOGL
2.02%
CAP STK CL A
SCHWAB V...
1.94%
COM
JPM
1.92%
COM
JPST
1.66%
ULTRA SHRT INC
BRK.B
1.64%
CL B NEW
HD
1.6%
COM
IBB
1.58%
NASDQ BIOTEC ETF
XLRE
1.58%
RL EST SEL SEC
FM
1.54%
MSCI FRNTR100ETF
SPY
1.5%
TR UNIT
GE
1.5%
COM
FISV
1.39%
COM
HON
1.33%
COM
DIS
1.32%
COM DISNEY
CSCO
1.27%
COM
XLE
1.26%
SBI INT-ENERGY
COST
1.12%
COM
KEY
1.01%
COM
MCD
0.82%
COM
UNH
0.78%
COM
DGRW
0.74%
US DIVD GRT FD
VZ
0.69%
COM
UNP
0.69%
COM
ED
0.68%
COM
KMB
0.66%
COM
PEP
0.64%
COM
SDY
0.61%
S&P DIVID ETF
LMT
0.6%
COM
CLX
0.6%
COM
UPS
0.56%
CL B
INTC
0.55%
COM
CTAS
0.54%
COM
RDS/B
0.51%
SPON ADR B
PAYX
0.51%
COM
D
0.47%
COM
QCOM
0.46%
COM
TOT
0.45%
SPONSORED ADR
DVY
0.45%
SELECT DIVID ETF
AMGN
0.44%
COM
WEC
0.42%
COM
HAS
0.41%
COM
SCHM
0.4%
US MID-CAP ETF
PRFZ
0.4%
FTSE RAFI 1500
LEG
0.39%
COM
DLR
0.36%
COM
DFA US C...
0.36%
COM
T
0.36%
COM
SCHWAB V...
0.35%
COM
TGT
0.34%
COM
SCHG
0.33%
US LCAP GR ETF
IJH
0.32%
CORE S&P MCP ETF
ONEQ
0.3%
NDQ CP IDX TRK
SYY
0.29%
COM
FLRN
0.29%
INV GRD FLT RT
MRK
0.27%
COM
GPC
0.27%
COM
IWZ
0.27%
RUS 3000 GRW ETF
IBM
0.26%
COM
DGRO
0.25%
CORE DIV GRWTH
RYT
0.24%
S&P500 EQL TEC
FIMM MON...
0.24%
COM
XOM
0.24%
COM
FIDELITY...
0.23%
COM
VANGUARD...
0.22%
COM
EWH
0.22%
MSCI HONG KG ETF
QQQ
0.22%
UNIT SER 1
EVRG
0.21%
COM
JNJ
0.21%
COM
INVESCO ...
0.21%
COM
MS
0.21%
COM NEW
DFA SHOR...
0.2%
COM
DFA INTE...
0.19%
COM
MDT
0.18%
SHS
BBH
0.17%
BIOTECH ETF
AEP
0.17%
COM
DFA INTE...
0.16%
COM
FIDELITY...
0.16%
COM
FIDELITY...
0.16%
COM
VANGUARD...
0.16%
COM
WFC
0.15%
COM
PYPL
0.15%
COM
EWC
0.15%
MSCI CDA ETF
FIDELITY...
0.15%
COM
VANGUARD...
0.14%
COM
OAKMARK ...
0.14%
COM
ADBE
0.14%
COM
DGS
0.14%
EMG MKTS SMCAP
EWS
0.14%
MSCI SINGPOR ETF
FOXF
0.13%
COM
PFE
0.13%
COM
DFA US T...
0.13%
COM
RP
0.13%
COM
FSS
0.12%
COM
PG
0.12%
COM
SBUX
0.12%
COM
AFL
0.12%
COM
EQIX
0.12%
COM PAR $0.001
NNN
0.11%
COM
STOR
0.11%
COM
GIS
0.11%
COM
EWA
0.11%
MSCI AUST ETF
VUG
0.11%
GROWTH ETF
VANGUARD...
0.11%
COM
UBS SELE...
0.11%
COM
DUK
0.11%
COM NEW
NFLX
0.1%
COM
BABA
0.1%
SPONSORED ADS
TSCO
0.1%
COM
GOOG
0.1%
CAP STK CL C
CE
0.09%
COM SER A
DFA SELE...
0.09%
COM
KO
0.09%
COM
VANGUARD...
0.09%
COM
TOTL
0.08%
SPDR TR TACTIC
FIDELITY...
0.08%
COM
FIDELITY...
0.08%
COM
VAGUARD ...
0.08%
COM
BLK
0.08%
COM
FIDELITY...
0.08%
COM
TIAA-CRE...
0.08%
COM
BAC
0.08%
COM
OAKMARK ...
0.08%
COM
ISRG
0.08%
COM NEW
TENCENT ...
0.08%
COM
ORCL
0.08%
COM
SCHW
0.07%
COM
NKE
0.07%
CL B
FIDELITY...
0.07%
COM
FIDELITY...
0.07%
COM
HXL
0.07%
COM
ADP
0.07%
COM
TJX
0.07%
COM
MDLZ
0.07%
CL A
CHKP
0.07%
ORD
SKT
0.06%
COM
FIDELITY...
0.06%
COM
FLT
0.06%
COM
ABBV
0.06%
COM
IVW
0.06%
S&P 500 GRWT ETF
GILD
0.06%
COM
ESNT
0.06%
COM
VIG
0.05%
DIV APP ETF
ABT
0.05%
COM
WDIV
0.05%
S&P GLBDIV ETF
DTN
0.04%
DIV EX-FINL FD
SCHWAB T...
0.04%
COM
LMAT
0.04%
COM
DREYFUS ...
0.04%
COM
LARE
0.04%
TIERRA XP LATIN
PS
0.04%
CL A
BERKSHIR...
0.04%
COM
DFA GLOB...
0.04%
COM
DODGE CO...
0.04%
COM
FID INTE...
0.04%
COM
TSLA
0.04%
COM
VANGUARD...
0.04%
COM
DODGE & ...
0.04%
COM
DFA EMER...
0.04%
COM
MO
0.04%
COM
VANGUARD...
0.04%
COM
PSX
0.03%
COM
SPGI
0.03%
COM
WM
0.03%
COM
TU
0.03%
COM
ES
0.03%
COM
AXDX
0.03%
COM
SEI TAX ...
0.03%
COM
MMM
0.03%
COM
CAG
0.03%
COM
IFF
0.03%
COM
LYB
0.03%
SHS - A -
TIF
0.03%
COM
VGT
0.03%
INF TECH ETF
EOLS
0.03%
COM
COP
0.03%
COM
IWF
0.03%
RUS 1000 GRW ETF
METROPOL...
0.03%
COM
LW
0.03%
COM
NUVEEN A...
0.03%
COM
FRANKLIN...
0.02%
COM
SNH
0.02%
SH BEN INT
TIAA-CRE...
0.02%
COM
LBY
0.02%
COM
PIMCO TO...
0.02%
COM
SEI INTE...
0.02%
COM
SEI INTE...
0.01%
COM
PUTNAM T...
0.01%
COM
PERSONAL...
0.01%
COM
ONVO
0.01%
COM
AVEO
< 0.01%
COM
CNAT
< 0.01%
COM
DRAD
< 0.01%
COM
SUNGOLD ...
< 0.01%
COM
OLIEX IN...
< 0.01%
COM
FB
1.61%
CL A
DWDP
0.06%
COM
IP
0.05%
COM
BA
0.05%
COM
BK
0.05%
COM
VVC
0.04%
COM