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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
1
2
0
2
0
22
4
3
ALTFEST L J CO INC

Time Period2018-12-31

Total Holdings146

Total Value ($x1000)358,069
Activities
New21

Increased33

Unchanged29

Decreased63

Sold Out37

Top 10 Stock Holdingstotal 60.74%
IEI19.6

STIP11.46

EMLP6.61

FQAL5.73

FVAL4.75

 
SCHO3.61

MINT3.28

ACWI2.29

SLYV1.73

XHB1.68

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEI
19.6%
3-7 YR TR BD ETF
STIP
11.46%
0-5 YR TIPS ETF
EMLP
6.61%
NO AMER ENERGY
FQAL
5.73%
QLTY FCTOR ETF
FVAL
4.75%
VLU FACTOR ETF
SCHO
3.61%
SHT TM US TRES
MINT
3.28%
ENHAN SHRT MAT
ACWI
2.29%
MSCI ACWI ETF
SLYV
1.73%
S&P 600 SMCP VAL
XHB
1.68%
S&P HOMEBUILD
ROBO
1.52%
ROBO STX GLB ETF
SCHV
1.51%
US LCAP VA ETF
MSFT
1.42%
COM
OLP
1.35%
COM
PEP
1.26%
COM
JPM
1.2%
CALL
SCPB
1.05%
BARC SHT TR CP
BOTZ
1.01%
RBTCS ARTFL IN
PFE
0.91%
COM
VZ
0.79%
COM
VHT
0.76%
HEALTH CAR ETF
XOM
0.69%
COM
JNJ
0.67%
COM
BMY
0.66%
COM
AAXJ
0.6%
MSCI AC ASIA ETF
XLI
0.6%
SBI INT-INDS
EEMV
0.54%
EM MK MINVOL ETF
INTC
0.54%
COM
SCHB
0.54%
US BRD MKT ETF
IHI
0.53%
U.S. MED DVC ETF
XBI
0.51%
S&P BIOTECH
SPGI
0.51%
COM
MRK
0.5%
COM
CSCO
0.49%
COM
RWO
0.45%
DJ GLB RL ES ETF
IBM
0.44%
COM
DIS
0.42%
COM DISNEY
XLF
0.42%
SBI INT-FINL
LMT
0.41%
COM
UHT
0.4%
SH BEN INT
MMM
0.36%
COM
RDS/B
0.36%
SPON ADR B
T
0.36%
COM
AMT
0.35%
COM
RTN
0.35%
COM NEW
ABBV
0.34%
COM
BABA
0.31%
SPONSORED ADS
SCHE
0.3%
EMRG MKTEQ ETF
IEMG
0.3%
CORE MSCI EMKT
FB
0.3%
CL A
XLK
0.29%
TECHNOLOGY
LLY
0.29%
COM
MCD
0.28%
COM
CB
0.27%
COM
WMT
0.27%
COM
C
0.26%
COM NEW
KO
0.26%
COM
FNDF
0.26%
SCHWB FDT INT LG
YUM
0.25%
COM
SCHM
0.25%
US MID-CAP ETF
GOOG
0.25%
CAP STK CL C
CVS
0.24%
COM
XLB
0.23%
SBI MATERIALS
MDT
0.23%
SHS
USB
0.21%
COM NEW
KRE
0.21%
S&P REGL BKG
TSM
0.21%
SPONSORED ADR
LRCX
0.21%
COM
V
0.21%
COM CL A
MDYG
0.2%
S&P 400 MDCP GRW
BF/B
0.2%
CL B
VMW
0.2%
CL A COM
PSX
0.19%
COM
QUAL
0.19%
MSCI USA QLT FAC
SPY
0.19%
TR UNIT
UNH
0.18%
COM
CSX
0.18%
COM
PCY
0.18%
EMRNG MKT SVRG
APTV
0.18%
SHS
SCHF
0.18%
INTL EQTY ETF
UNP
0.17%
COM
VLUE
0.17%
MSCI USAVALFCT
EQIX
0.17%
COM PAR $0.001
CVX
0.17%
COM
WFC
0.17%
COM
ECF
0.16%
COM
CAT
0.15%
COM
TOT
0.15%
SPONSORED ADR
DWDP
0.15%
COM
ASML
0.15%
N Y REGISTRY SHS
PG
0.14%
COM
IWM
0.14%
RUSSELL 2000 ETF
CERN
0.14%
COM
DHI
0.14%
COM
MPC
0.13%
COM
SCHG
0.13%
US LCAP GR ETF
ISBC
0.13%
COM
NVDA
0.12%
COM
CME
0.12%
COM
ITB
0.12%
US HOME CONS ETF
MOMO
0.11%
ADR
IQV
0.11%
COM
URI
0.11%
COM
JLS
0.11%
COM
ORCL
0.1%
COM
SCHH
0.1%
US REIT ETF
GS
0.1%
COM
AGG
0.1%
CORE TOTUSBD ETF
UE
0.1%
COM
CELG
0.09%
COM
YUMC
0.09%
COM
ED
0.09%
COM
TBF
0.09%
SHRT 20+YR TRE
HPQ
0.08%
COM
XLY
0.08%
SBI CONS DISCR
IEZ
0.08%
US OIL EQ&SV ETF
XLU
0.08%
SBI INT-UTILS
CENTRIC ...
0.08%
COM
PM
0.08%
COM
TDOC
0.08%
COM
SCHC
0.08%
INTL SCEQT ETF
BF/A
0.08%
CL A
TRV
0.08%
COM
SO
0.08%
COM
NEWR
0.08%
COM
ECL
0.07%
COM
IJH
0.07%
CORE S&P MCP ETF
GE
0.07%
COM
SBUX
0.07%
COM
UTX
0.07%
COM
MTB
0.07%
COM
TM
0.07%
SP ADR REP2COM
HBC/PA
0.06%
ADR A 1/40PF A
GM
0.06%
CALL
IVW
0.06%
S&P 500 GRWT ETF
XLV
0.06%
SBI HEALTHCARE
SPG
0.06%
COM
NKE
0.06%
CL B
AJG
0.06%
COM
CL
0.06%
COM
MET
0.06%
COM
JMT
0.06%
COM
RDS/A
0.06%
SPONS ADR A
NFLX
0.06%
COM
AMLP
0.04%
ALERIAN MLP
SIRI
0.03%
COM
XME
2.22%
S&P METALS MNG
AMZN
1.48%
COM
AAPL
1.33%
COM
KBE
0.55%
S&P BK ETF
BAC
0.47%
COM
BRK.B
0.43%
CL B NEW
BA
0.38%
COM
AET
0.36%
COM
IAI
0.33%
U.S. BR-DEAL ETF
EWY
0.31%
MSCI STH KOR ETF
BRT
0.3%
SH BEN INT NEW
HAL
0.3%
COM
AMGN
0.3%
COM
DVMT
0.26%
COM CL V
VIXM
0.26%
II VIX MDTRM FUTR N
ABT
0.2%
COM
ILF
0.18%
LATN AMER 40 ETF
ITA
0.17%
U.S. AER&DEF ETF
WRK
0.17%
COM
SLB
0.16%
COM
LUV
0.16%
COM
ALB
0.15%
COM
PXD
0.15%
COM
BP
0.14%
SPONSORED ADR
CRH
0.14%
ADR
BTI
0.13%
SPONSORED ADR
BK
0.12%
COM
FNDE
0.12%
SCHWB FDT EMK LG
AXP
0.11%
COM
DFBG
0.11%
COM
GILD
0.08%
COM
LDOS
0.08%
COM
AEP
0.08%
COM
MVIN
0.07%
SEEYOND INTL ETF
UPS
0.07%
CL B
VMBS
0.07%
MORTG-BACK SEC
SCHA
0.06%
US SML CAP ETF