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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
40
2
2
3
2
0
30
6
2
ALTFEST L J CO INC

Time Period2018-06-30

Total Holdings156

Total Value ($x1000)268,546
Activities
New17

Increased41

Unchanged23

Decreased75

Sold Out15

Top 10 Stock Holdingstotal 47.62%
STIP14.56

IEI5.38

ROBO4.25

MINT4.06

QUAL3.95

 
EWY3.79

VLUE3.75

XME2.96

XHB2.95

OLP1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
STIP
14.56%
0-5 YR TIPS ETF
IEI
5.38%
3-7 YR TR BD ETF
ROBO
4.25%
ROBO STX GLB ETF
MINT
4.06%
ENHAN SHRT MAT
QUAL
3.95%
MSCI USA QLT FAC
EWY
3.79%
MSCI STH KOR ETF
VLUE
3.75%
MSCI USAVALFCT
XME
2.96%
S&P METALS MNG
XHB
2.95%
S&P HOMEBUILD
OLP
1.97%
COM
MSFT
1.89%
COM
AMZN
1.75%
COM
JPM
1.74%
CALL
PEP
1.66%
COM
AAPL
1.41%
COM
XOM
1.12%
COM
PFE
1.09%
COM
BMY
0.99%
COM
INTC
0.93%
COM
JNJ
0.87%
COM
VZ
0.81%
COM
SPGI
0.8%
COM
EMLP
0.8%
NO AMER ENERGY
SCHB
0.79%
US BRD MKT ETF
IBM
0.77%
COM
ABBV
0.74%
COM
XBI
0.73%
S&P BIOTECH
KBE
0.72%
S&P BK ETF
VHT
0.63%
HEALTH CAR ETF
XLF
0.63%
SBI INT-FINL
LMT
0.61%
COM
FB
0.6%
CL A
RDS/B
0.59%
SPON ADR B
BAC
0.59%
COM
BABA
0.57%
SPONSORED ADS
DIS
0.57%
COM DISNEY
MRK
0.57%
COM
CVS
0.56%
COM
UHT
0.56%
SH BEN INT
T
0.55%
COM
MMM
0.5%
COM
BRK.B
0.5%
CL B NEW
CSCO
0.49%
COM
IHI
0.48%
U.S. MED DVC ETF
C
0.47%
COM NEW
KRE
0.47%
S&P REGL BKG
IAI
0.43%
U.S. BR-DEAL ETF
BA
0.43%
COM
AMT
0.43%
COM
HAL
0.43%
COM
AET
0.42%
COM
EQIX
0.41%
COM PAR $0.001
BRT
0.41%
SH BEN INT NEW
AMGN
0.38%
COM
GOOG
0.38%
CAP STK CL C
VIXM
0.37%
II VIX MDTRM FUTR N
CB
0.37%
COM
LRCX
0.37%
COM
APTV
0.36%
SHS
LDOS
0.35%
COM
WMT
0.34%
COM
MCD
0.34%
COM
XLK
0.34%
TECHNOLOGY
SCHF
0.33%
INTL EQTY ETF
KO
0.32%
COM
USB
0.31%
COM NEW
BK
0.3%
COM
PM
0.3%
COM
MDT
0.29%
SHS
DVMT
0.29%
COM CL V
LLY
0.29%
COM
WFC
0.29%
COM
VMW
0.29%
CL A COM
YUM
0.29%
COM
ECF
0.28%
COM
CVX
0.28%
COM
BF/B
0.27%
CL B
V
0.27%
COM CL A
DHI
0.26%
COM
AMAT
0.26%
COM
DWDP
0.26%
COM
KBWB
0.26%
KBW BK PORT
RTN
0.26%
COM NEW
CSX
0.25%
COM
INCY
0.24%
COM
UNP
0.24%
COM
TOT
0.24%
SPONSORED ADR
UNH
0.24%
COM
WRK
0.23%
COM
SPY
0.23%
TR UNIT
SLB
0.22%
COM
ABT
0.21%
COM
ISBC
0.21%
COM
CERN
0.21%
COM
URI
0.2%
COM
IWM
0.2%
RUSSELL 2000 ETF
PXD
0.2%
COM
ORCL
0.2%
COM
PG
0.2%
COM
ITA
0.2%
U.S. AER&DEF ETF
JLS
0.19%
COM
AGG
0.19%
CORE TOTUSBD ETF
SCHE
0.19%
EMRG MKTEQ ETF
CRH
0.19%
ADR
GE
0.18%
COM
BP
0.18%
SPONSORED ADR
BTI
0.18%
SPONSORED ADR
UE
0.18%
COM
ALB
0.18%
COM
CELG
0.16%
COM
EEMV
0.16%
EM MK MINVOL ETF
LUV
0.16%
COM
SCHV
0.15%
US LCAP VA ETF
XLY
0.15%
SBI CONS DISCR
SCHH
0.14%
US REIT ETF
NVDA
0.14%
COM
YUMC
0.14%
COM
AXP
0.14%
COM
DFBG
0.14%
COM
CME
0.13%
COM
HPQ
0.13%
COM
ED
0.13%
COM
AAXJ
0.13%
MSCI AC ASIA ETF
SCHC
0.13%
INTL SCEQT ETF
SCHM
0.12%
US MID-CAP ETF
TBF
0.12%
SHRT 20+YR TRE
XLU
0.12%
SBI INT-UTILS
NFLX
0.11%
COM
FEU
0.11%
STOXX EUR 50 ETF
SO
0.11%
COM
BF/A
0.11%
CL A
TRV
0.11%
COM
MTB
0.11%
COM
UTX
0.11%
COM
TM
0.11%
SP ADR REP2COM
GM
0.1%
CALL
GILD
0.1%
COM
AEP
0.1%
COM
JMT
0.1%
COM
XLV
0.09%
SBI HEALTHCARE
ECL
0.09%
COM
TSM
0.09%
SPONSORED ADR
RDS/A
0.09%
SPONS ADR A
IVW
0.09%
S&P 500 GRWT ETF
SPG
0.09%
COM
HBC/PA
0.09%
ADR A 1/40PF A
VMBS
0.09%
MORTG-BACK SEC
MET
0.09%
COM
UPS
0.09%
CL B
CL
0.09%
COM
NKE
0.09%
CL B
EQT
0.09%
COM
QQQ
0.08%
UNIT SER 1
SCHA
0.08%
US SML CAP ETF
AMLP
0.07%
ALERIAN MLP
SIRI
0.05%
COM
ILF
0.42%
LATN AMER 40 ETF
TWX
0.38%
COM NEW
CAT
0.28%
COM
SWKS
0.27%
COM
HOLX
0.23%
COM
SCHP
0.16%
US TIPS ETF
CX
0.14%
SPON ADR NEW
GOOGL
0.14%
CAP STK CL A
XLP
0.12%
SBI CONS STPLS
SCHZ
0.11%
US AGGREGATE B
SBUX
0.1%
COM
XRX
0.1%
COM NEW
CAF
0.09%
COM
DAL
0.09%
COM NEW
GIM
0.03%
COM