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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
43
4
2
4
1
0
30
4
2
ALTFEST L J CO INC

Time Period2017-12-31

Total Holdings155

Total Value ($x1000)263,357
Activities
New27

Increased44

Unchanged21

Decreased63

Sold Out10

Top 10 Stock Holdingstotal 47.22%
38349K10524.85

STIP3.96

MINT3.7

EEMV3.07

XHB2.95

 
OLP1.97

MSFT1.9

PEP1.8

ROBO1.54

AAPL1.48

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GOOGLE I...
24.85%
COM
STIP
3.96%
0-5 YR TIPS ETF
MINT
3.7%
ENHAN SHRT MAT
EEMV
3.07%
EM MK MINVOL ETF
XHB
2.95%
S&P HOMEBUILD
OLP
1.97%
COM
MSFT
1.9%
COM
PEP
1.8%
COM
JPM
1.58%
CALL
ROBO
1.54%
ROBO STX GLB ETF
AAPL
1.48%
COM
BMY
1.41%
COM
XOM
1.27%
COM
AMZN
1.22%
COM
PFE
1.18%
COM
IBM
1.09%
COM
JNJ
1.08%
COM
INTC
1.06%
COM
KBE
0.95%
S&P BK ETF
XLF
0.91%
SBI INT-FINL
XBI
0.79%
S&P BIOTECH
SHM
0.79%
NUVN BR SHT MUNI
ABBV
0.78%
COM
VZ
0.73%
COM
CSCO
0.71%
COM
EWY
0.71%
MSCI STH KOR ETF
XLI
0.69%
SBI INT-INDS
LMT
0.69%
COM
MRK
0.68%
COM
UHT
0.67%
SH BEN INT
XLY
0.66%
SBI CONS DISCR
XLP
0.65%
SBI CONS STPLS
BK
0.64%
COM
BABA
0.64%
SPONSORED ADS
WMT
0.63%
COM
GE
0.62%
COM
DIS
0.61%
COM DISNEY
FB
0.61%
CL A
BAC
0.61%
COM
SPGI
0.58%
COM
MMM
0.57%
COM
APTV
0.56%
SHS
C
0.53%
COM NEW
LLY
0.53%
COM
LRCX
0.52%
COM
MCD
0.52%
COM
BRK.B
0.5%
CL B NEW
KBWB
0.49%
KBW BK PORT
AMT
0.49%
COM
BA
0.47%
COM
T
0.45%
COM
CB
0.45%
COM
CELG
0.44%
COM
XLB
0.43%
SBI MATERIALS
VOX
0.42%
TELCOMM ETF
AET
0.42%
COM
JLS
0.4%
COM
AMGN
0.39%
COM
BRT
0.39%
SH BEN INT NEW
WFC
0.38%
COM
KO
0.38%
COM
LDOS
0.37%
COM
GOOGL
0.36%
CL A
AMAT
0.35%
COM
USB
0.34%
COM NEW
VIXM
0.34%
II VIX MDTRM FUTR N
ECF
0.34%
COM
GILEAD S...
0.33%
COM
TWX
0.33%
COM NEW
RDS/B
0.32%
SPON ADR B
SPG
0.32%
COM
CVX
0.31%
COM
EXTRA SP...
0.31%
COM
YUM
0.3%
COM
MDT
0.29%
COM
V
0.29%
COM CL A
DWDP
0.29%
COM
SPY
0.28%
TR UNIT
BF/B
0.28%
CL B
HAL
0.28%
COM
SONY COR...
0.28%
ADR
SCHZ
0.27%
US AGGREGATE B
WMB
0.27%
COM
KRE
0.26%
S&P REGL BKG
WRK
0.26%
COM
CAT
0.26%
COM
AZN
0.26%
SPONSORED ADR
SWKS
0.26%
COM
PG
0.26%
COM
IHI
0.26%
U.S. MED DVC ETF
VMW
0.25%
CL A COM
RTN
0.25%
COM NEW
DFJ
0.25%
JP SMALLCP DIV
UNP
0.24%
COM
ISBC
0.23%
COM
IAI
0.22%
U.S. BR-DEAL ETF
HOLX
0.22%
COM
EQIX
0.22%
COM PAR $0.001
JMT
0.22%
COM
CSX
0.22%
COM
ORCL
0.22%
COM
UNH
0.22%
COM
OIH
0.21%
OIL SVCS ETF
RDS/A
0.2%
SPONS ADR A
AAXJ
0.2%
MSCI AC ASIA ETF
UE
0.2%
COM
IWM
0.19%
RUSSELL 2000 ETF
ABT
0.18%
COM
ED
0.17%
COM
CME
0.17%
COM
BP
0.17%
SPONSORED ADR
MMC
0.17%
COM
AXP
0.16%
COM
BF/A
0.15%
CL A
YUMC
0.15%
COM
CL
0.15%
COM
NVDA
0.15%
COM
FEU
0.14%
STOXX EUR 50 ETF
SYY
0.13%
COM
GM
0.13%
CALL
TRV
0.13%
COM
HPQ
0.13%
COM
XLV
0.12%
SBI HEALTHCARE
XLU
0.12%
SBI INT-UTILS
ECL
0.12%
COM
TM
0.12%
SP ADR REP2COM
GDX
0.12%
GOLD MINER ETF
HBC
0.12%
SPON ADR NEW
UTX
0.12%
COM
SO
0.12%
COM
TBF
0.11%
SHRT 20+YR TRE
AEP
0.11%
COM
UPS
0.11%
CL B
MTB
0.11%
COM
MET
0.11%
COM
PM
0.11%
COM
SCHC
0.11%
INTL SCEQT ETF
DLPH
0.1%
SHS
TSM
0.1%
SPONSORED ADR
SCHW
0.1%
COM
CAF
0.1%
COM
SCHB
0.1%
US BRD MKT ETF
NKE
0.09%
CL B
SLB
0.09%
COM
SBUX
0.09%
COM
JCI
0.09%
COM
FNDF
0.09%
SCHWB FDT INT LG
EQT
0.09%
COM
IVW
0.09%
S&P 500 GRWT ETF
XRX
0.09%
COM
DAL
0.08%
COM NEW
EMLP
0.08%
NO AMER ENERGY
SIRI
0.04%
COM
DFBG
0.01%
COM
TALON IN...
< 0.01%
COM
VXX
0.5%
IPATH S&P500 VIX
CVS
0.39%
COM
SI
0.35%
SPONSORED ADR
O
0.33%
COM
VHT
0.33%
HEALTH CAR ETF
WM
0.31%
COM
WDC
0.29%
COM
EUFN
0.29%
MSCI EURO FL ETF
DIA
0.18%
UT SER 1
CRK
0.04%
COM