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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
39
7
5
1
2
0
30
4
4
ALBION FINANCIAL GROUP UT

Time Period2018-12-31

Total Holdings198

Total Value ($x1000)641,952
Activities
New16

Increased72

Unchanged52

Decreased58

Sold Out17

Top 10 Stock Holdingstotal 39.02%
VOO8.87

IWR6.03

VEU4.04

VWO3.3

IJR3.18

 
XLF2.87

AAPL2.8

AMZN2.76

VCSH2.61

MSFT2.56

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
8.87%
SHS
IWR
6.03%
RUS MID-CAP ETF
VEU
4.04%
ALLWRLD EX US
VWO
3.3%
FTSE EMR MKT ETF
IJR
3.18%
CORE S&P SCP ETF
XLF
2.87%
SBI INT-FINL
AAPL
2.8%
COM
AMZN
2.76%
COM
VCSH
2.61%
SHRT TRM CORP BD
MSFT
2.56%
COM
JPM
2.11%
COM
V
2.04%
COM CL A
GOOGL
2.04%
CAP STK CL A
BRK.B
1.92%
CL B NEW
JPST
1.74%
ULTRA SHRT INC
HD
1.66%
COM
FM
1.62%
MSCI FRNTR100ETF
FB
1.61%
CL A
SCHWAB V...
1.56%
COM
XLRE
1.55%
RL EST SEL SEC
IBB
1.53%
NASDQ BIOTEC ETF
SPY
1.51%
TR UNIT
DIS
1.49%
COM DISNEY
FISV
1.34%
COM
GE
1.3%
COM
HON
1.24%
COM
XLE
1.23%
SBI INT-ENERGY
CSCO
1.16%
COM
KEY
1.09%
COM
COST
1.03%
COM
MCD
0.87%
COM
UNH
0.83%
COM
DGRW
0.77%
US DIVD GRT FD
VZ
0.73%
COM
ED
0.7%
COM
KMB
0.69%
COM
CLX
0.66%
COM
PEP
0.65%
COM
UNP
0.64%
COM
SDY
0.63%
S&P DIVID ETF
LMT
0.6%
COM
UPS
0.55%
CL B
RDS/B
0.55%
SPON ADR B
INTC
0.54%
COM
DVY
0.47%
SELECT DIVID ETF
TOT
0.47%
SPONSORED ADR
QCOM
0.46%
COM
D
0.46%
COM
HAS
0.45%
COM
CTAS
0.43%
COM
AMGN
0.43%
COM
PRFZ
0.41%
FTSE RAFI 1500
WEC
0.41%
COM
SCHM
0.4%
US MID-CAP ETF
DFA US C...
0.38%
COM
LEG
0.37%
COM
DLR
0.36%
COM
PAYX
0.36%
COM
SCHWAB V...
0.35%
COM
SCHG
0.33%
US LCAP GR ETF
IJH
0.32%
CORE S&P MCP ETF
SYY
0.31%
COM
T
0.31%
COM
FLRN
0.3%
INV GRD FLT RT
ONEQ
0.29%
NDQ CP IDX TRK
MRK
0.29%
COM
IWZ
0.27%
RUS 3000 GRW ETF
FIDELITY...
0.26%
COM
DGRO
0.26%
CORE DIV GRWTH
TGT
0.26%
COM
VANGUARD...
0.25%
COM
EVRG
0.24%
COM
RYT
0.23%
S&P500 EQL TEC
XOM
0.23%
COM
JNJ
0.23%
COM
GPC
0.22%
COM
DFA SHOR...
0.22%
COM
EWH
0.22%
MSCI HONG KG ETF
QQQ
0.22%
UNIT SER 1
INVESCO ...
0.21%
COM
MS
0.21%
COM NEW
MDT
0.2%
SHS
DFA INTE...
0.18%
COM
AEP
0.18%
COM
DFA INTE...
0.18%
COM
BBH
0.18%
BIOTECH ETF
WFC
0.17%
COM
IBM
0.16%
COM
PFE
0.16%
COM
ADBE
0.15%
COM
EWC
0.15%
MSCI CDA ETF
EWS
0.15%
MSCI SINGPOR ETF
FIDELITY...
0.14%
COM
DGS
0.14%
EMG MKTS SMCAP
FIDELITY...
0.14%
COM
PYPL
0.14%
COM
VANGUARD...
0.13%
COM
VANGUARD...
0.13%
COM
FOXF
0.13%
COM
OAKMARK ...
0.13%
COM
UBS SELE...
0.13%
COM
PG
0.13%
COM
DFA US T...
0.13%
COM
FIDELITY...
0.12%
COM
SBUX
0.12%
COM
RP
0.12%
COM
AFL
0.12%
COM
DUK
0.12%
COM NEW
EWA
0.11%
MSCI AUST ETF
VUG
0.11%
GROWTH ETF
KO
0.11%
COM
VANGUARD...
0.11%
COM
EQIX
0.11%
COM PAR $0.001
FSS
0.1%
COM
TSCO
0.1%
COM
STOR
0.1%
COM
TOTL
0.1%
SPDR TR TACTIC
CE
0.1%
COM SER A
VANGUARD...
0.1%
COM
GOOG
0.1%
CAP STK CL C
DFA SELE...
0.1%
COM
NNN
0.1%
COM
GIS
0.09%
COM
NFLX
0.09%
COM
BLK
0.09%
COM
VAGUARD ...
0.08%
COM
SCHW
0.08%
COM
BAC
0.08%
COM
TIAA-CRE...
0.08%
COM
ABBV
0.08%
COM
FIDELITY...
0.08%
COM
ISRG
0.07%
COM NEW
FIDELITY...
0.07%
COM
ORCL
0.07%
COM
NKE
0.07%
CL B
BABA
0.07%
SPONSORED ADS
TJX
0.07%
COM
HXL
0.07%
COM
SKT
0.07%
COM
CHKP
0.07%
ORD
ADP
0.07%
COM
OAKMARK ...
0.07%
COM
GILD
0.07%
COM
FIDELITY...
0.06%
COM
MDLZ
0.06%
CL A
DWDP
0.06%
COM
IVW
0.06%
S&P 500 GRWT ETF
TENCENT ...
0.06%
COM
FLT
0.05%
COM
IP
0.05%
COM
ESNT
0.05%
COM
FIDELITY...
0.05%
COM
TSLA
0.05%
COM
FIDELITY...
0.05%
COM
ABT
0.05%
COM
WDIV
0.05%
S&P GLBDIV ETF
VIG
0.05%
DIV APP ETF
BERKSHIR...
0.05%
COM
BA
0.05%
COM
BK
0.05%
COM
DREYFUS ...
0.05%
COM
DTN
0.05%
DIV EX-FINL FD
VVC
0.04%
COM
SCHWAB T...
0.04%
COM
DODGE CO...
0.04%
COM
FID INTE...
0.04%
COM
DFA GLOB...
0.04%
COM
DODGE & ...
0.04%
COM
DFA EMER...
0.04%
COM
VANGUARD...
0.04%
COM
LMAT
0.04%
COM
MO
0.04%
COM
VANGUARD...
0.04%
COM
PSX
0.04%
COM
LYB
0.03%
SHS - A -
TU
0.03%
COM
ES
0.03%
COM
AXDX
0.03%
COM
WM
0.03%
COM
MMM
0.03%
COM
SEI TAX ...
0.03%
COM
METROPOL...
0.03%
COM
NUVEEN A...
0.03%
COM
LBY
0.03%
COM
SNH
0.03%
SH BEN INT
FRANKLIN...
0.03%
COM
TIAA-CRE...
0.02%
COM
PIMCO TO...
0.02%
COM
SEI INTE...
0.02%
COM
SEI INTE...
0.02%
COM
PUTNAM T...
0.01%
COM
PERSONAL...
0.01%
COM
AVEO
0.01%
COM
ONVO
0.01%
COM
CNAT
< 0.01%
COM
DRAD
< 0.01%
COM
SUNGOLD ...
< 0.01%
COM
OLIEX IN...
< 0.01%
COM
BMY
0.41%
COM
KHC
0.33%
COM
SPARTAN ...
0.12%
COM
COHR
0.06%
COM
SRCL
0.04%
COM
NVDA
0.04%
COM
CAG
0.04%
COM
TIF
0.04%
COM
CAT
0.04%
COM
SOR
0.03%
COM
T ROWE P...
0.03%
COM
COP
0.03%
COM
HPT
0.03%
COM SH BEN INT
SPGI
0.03%
COM
VGT
0.03%
INF TECH ETF
MFS VALU...
0.03%
COM
RESTRICT...
0.01%
COM