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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
35
7
8
2
1
1
29
4
6
ALBION FINANCIAL GROUP UT

Time Period2017-09-30

Total Holdings196

Total Value ($x1000)654,812
Activities
New8

Increased75

Unchanged72

Decreased41

Sold Out8

Top 10 Stock Holdingstotal 40.99%
VOO7.88

GE7.51

IWR5.78

VEU4.19

VWO3.28

 
IJR2.97

XLF2.96

FB2.25

AAPL2.13

XLE2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
7.88%
SHS
GE
7.51%
COM
IWR
5.78%
RUS MID-CAP ETF
VEU
4.19%
ALLWRLD EX US
VWO
3.28%
FTSE EMR MKT ETF
IJR
2.97%
CORE S&P SCP ETF
XLF
2.96%
SBI INT-FINL
FB
2.25%
CL A
AAPL
2.13%
COM
XLE
2.04%
SBI INT-ENERGY
VCSH
1.97%
SHRT TRM CORP BD
MSFT
1.88%
COM
FM
1.86%
MSCI FRNTR100ETF
JPM
1.8%
COM
THO
1.66%
COM
IBB
1.65%
NASDQ BIOTEC ETF
GOOGL
1.64%
CAP STK CL A
BRK.B
1.6%
CL B NEW
CELG
1.58%
COM
HD
1.56%
COM
SPY
1.49%
TR UNIT
V
1.49%
COM CL A
XLRE
1.41%
RL EST SEL SEC
KEY
1.34%
COM
DIS
1.28%
COM DISNEY
TOTL
1.2%
SPDR TR TACTIC
AGN
1.15%
SHS
AMZN
1.15%
COM
FISV
1.05%
COM
CSCO
0.91%
COM
HON
0.81%
COM
MCD
0.77%
COM
DGRW
0.75%
US DIVD GRT FD
COHR
0.68%
COM
IP
0.68%
COM
KMB
0.67%
COM
MRK
0.66%
COM
LMT
0.66%
COM
ED
0.65%
COM
SDY
0.63%
S&P DIVID ETF
CLX
0.61%
COM
KHC
0.57%
COM
JNJ
0.55%
COM
BMY
0.5%
COM
HAS
0.49%
COM
VZ
0.48%
COM
T
0.48%
COM
IJH
0.48%
CORE S&P MCP ETF
UNP
0.47%
COM
RDS/B
0.47%
SPON ADR B
SCHM
0.46%
US MID-CAP ETF
PRFZ
0.44%
FTSE US1500 SM
TOT
0.44%
SPONSORED ADR
LEG
0.43%
COM
INTC
0.41%
COM
DLR
0.35%
COM
QCOM
0.35%
COM
XOM
0.34%
COM
DFA US C...
0.33%
COM
SCHG
0.33%
US LCAP GR ETF
ONEQ
0.31%
NDQ CP IDX TRK
DVY
0.29%
SELECT DIVID ETF
DWDP
0.28%
COM
IWZ
0.27%
RUS 3000 GRW ETF
GIS
0.26%
COM
CUT
0.26%
GUGG TIMBER ETF
SYY
0.26%
COM
DGRO
0.26%
CORE DIV GRWTH
BBH
0.24%
BIOTECH ETF
RYT
0.24%
GUG S&P500EQWTTE
EWH
0.24%
MSCI HONG KG ETF
FIDELITY...
0.23%
COM
VANGUARD...
0.23%
COM
WR
0.22%
COM
QQQ
0.22%
UNIT SER 1
MS
0.21%
COM NEW
AXDX
0.2%
COM
WFC
0.2%
COM
DFA INTE...
0.2%
COM
DFA SHOR...
0.19%
COM
EWC
0.17%
MSCI CDA ETF
VANGUARD...
0.17%
COM
CHKP
0.17%
ORD
ADBE
0.17%
COM
AEP
0.16%
COM
MDT
0.16%
SHS
FIDELITY...
0.16%
COM
DGS
0.16%
EMG MKTS SMCAP
FIDELITY...
0.16%
COM
EWS
0.16%
MSCI SINGPOR ETF
OAKMARK ...
0.16%
COM
DFA INTE...
0.16%
COM
VANGUARD...
0.15%
COM
KO
0.15%
COM
RP
0.14%
COM
PFE
0.14%
COM
TSLA
0.13%
COM
RFG
0.13%
GUG S&P MC400 PG
EWA
0.13%
MSCI AUST ETF
AMAT
0.13%
COM
SBUX
0.13%
COM
PG
0.13%
COM
DFA US T...
0.13%
COM
VUG
0.12%
GROWTH ETF
MINT
0.12%
ENHAN SHRT MAT
CE
0.11%
COM SER A
VANGUARD...
0.11%
COM
PYPL
0.1%
COM
VANGUARD...
0.1%
COM
ESNT
0.1%
COM
OAKMARK ...
0.1%
COM
FIDELITY...
0.1%
COM
EQIX
0.09%
COM PAR $0.001
GOOG
0.09%
CAP STK CL C
FIDELITY...
0.09%
COM
LCII
0.09%
COM
FIDELITY...
0.09%
COM
SCHW
0.09%
COM
DUK
0.09%
COM NEW
DFA SELE...
0.09%
COM
HSKA
0.08%
COM RESTRC NEW
VAGUARD ...
0.08%
COM
BAC
0.08%
COM
GILD
0.08%
COM
ORCL
0.08%
COM
HXL
0.08%
COM
SNY
0.08%
SPONSORED ADR
ABBV
0.08%
COM
TSCO
0.07%
COM
MO
0.07%
COM
HQY
0.07%
COM
TIAA-CRE...
0.07%
COM
TJX
0.07%
COM
IVW
0.07%
S&P 500 GRWT ETF
RPM
0.06%
COM
MDLZ
0.06%
CL A
BA
0.06%
COM
IBM
0.06%
COM
NFLX
0.06%
COM
SNH
0.06%
SH BEN INT
PEP
0.06%
COM
SRCL
0.06%
COM
LMAT
0.05%
COM
ADP
0.05%
COM
ISRG
0.05%
COM NEW
IPHI
0.05%
COM
MDXG
0.05%
COM
LBY
0.05%
COM
BLK
0.05%
COM
NKE
0.05%
CL B
DODGE CO...
0.05%
COM
DTN
0.05%
DIV EX-FINL FD
AMGN
0.05%
COM
VIG
0.05%
DIV APP ETF
FIDELITY...
0.05%
COM
DREYFUS ...
0.05%
COM
NNN
0.05%
COM
MFS VALU...
0.05%
COM
SCHWAB T...
0.05%
COM
EXAS
0.04%
COM
BERKSHIR...
0.04%
COM
FIDELITY...
0.04%
COM
CAG
0.04%
COM
FIDELITY...
0.04%
COM
BABA
0.04%
SPONSORED ADS
VVC
0.04%
COM
VANGUARD...
0.04%
COM
MAT
0.04%
COM
CAT
0.04%
COM
MON
0.04%
COM
DFA EMER...
0.04%
COM
PSX
0.04%
COM
ABT
0.04%
COM
STX
0.03%
SHS
VANGUARD...
0.03%
COM
WDIV
0.03%
S&P GLBDIV ETF
DFA GLOB...
0.03%
COM
COST
0.03%
COM
XLK
0.03%
TECHNOLOGY
CPB
0.03%
COM
LGIH
0.03%
COM
WGL
0.03%
COM
METROPOL...
0.03%
COM
NUVEEN A...
0.03%
COM
FRANKLIN...
0.03%
COM
RESTRICT...
0.03%
COM
TAX FREE...
0.02%
COM
FID INTE...
0.02%
COM
PIMCO TO...
0.02%
COM
TIAA-CRE...
0.02%
COM
PUTNAM T...
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
MMM
0.2%
COM
DOW
0.14%
COM
TIAA-CRE...
0.07%
COM
DD
0.07%
COM
MIDD
0.06%
COM
LB
0.05%
COM
HUN
0.04%
COM
NSP
0.04%
COM