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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
42
2
2
2
2
0
31
4
2
ALTFEST L J CO INC

Time Period2018-09-30

Total Holdings162

Total Value ($x1000)343,580
Activities
New13

Increased54

Unchanged25

Decreased70

Sold Out7

Top 10 Stock Holdingstotal 52.87%
FQAL12.75

STIP11.51

IEI7.64

SCHO3.64

MINT3.44

 
ROBO3.43

QUAL3.38

VLUE3.17

XME2.22

MSFT1.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FQAL
12.75%
QLTY FCTOR ETF
STIP
11.51%
0-5 YR TIPS ETF
IEI
7.64%
3-7 YR TR BD ETF
SCHO
3.64%
SHT TM US TRES
MINT
3.44%
ENHAN SHRT MAT
ROBO
3.43%
ROBO STX GLB ETF
QUAL
3.38%
MSCI USA QLT FAC
VLUE
3.17%
MSCI USAVALFCT
XME
2.22%
S&P METALS MNG
MSFT
1.69%
COM
XHB
1.63%
S&P HOMEBUILD
OLP
1.62%
COM
AMZN
1.48%
COM
JPM
1.47%
CALL
AAPL
1.33%
COM
PEP
1.33%
COM
SCPB
1.2%
BARC SHT TR CP
PFE
0.98%
COM
XOM
0.9%
COM
BMY
0.86%
COM
VZ
0.77%
COM
EMLP
0.77%
NO AMER ENERGY
JNJ
0.75%
COM
IEZ
0.71%
US OIL EQ&SV ETF
SCHB
0.66%
US BRD MKT ETF
IBM
0.64%
COM
SPGI
0.61%
COM
INTC
0.59%
COM
ITB
0.59%
US HOME CONS ETF
ABBV
0.59%
COM
XBI
0.57%
S&P BIOTECH
VHT
0.56%
HEALTH CAR ETF
KBE
0.55%
S&P BK ETF
UHT
0.51%
SH BEN INT
XLF
0.51%
SBI INT-FINL
MRK
0.5%
COM
DIS
0.5%
COM DISNEY
BAC
0.47%
COM
RDS/B
0.45%
SPON ADR B
CSCO
0.45%
COM
T
0.44%
COM
BRK.B
0.43%
CL B NEW
IHI
0.43%
U.S. MED DVC ETF
C
0.42%
COM NEW
RTN
0.41%
COM NEW
BABA
0.4%
SPONSORED ADS
FB
0.39%
CL A
MMM
0.39%
COM
BA
0.38%
COM
KRE
0.36%
S&P REGL BKG
AET
0.36%
COM
CVS
0.35%
COM
LMT
0.34%
COM
AMT
0.34%
COM
IAI
0.33%
U.S. BR-DEAL ETF
EQIX
0.33%
COM PAR $0.001
EWY
0.31%
MSCI STH KOR ETF
BRT
0.3%
SH BEN INT NEW
GOOG
0.3%
CAP STK CL C
HAL
0.3%
COM
CB
0.3%
COM
AMGN
0.3%
COM
WMT
0.29%
COM
XLK
0.29%
TECHNOLOGY
LLY
0.28%
COM
MCD
0.28%
COM
KO
0.27%
COM
DVMT
0.26%
COM CL V
VIXM
0.26%
II VIX MDTRM FUTR N
YUM
0.26%
COM
USB
0.26%
COM NEW
APTV
0.26%
SHS
MDT
0.25%
SHS
LRCX
0.25%
COM
V
0.24%
COM CL A
VMW
0.24%
CL A COM
PM
0.24%
COM
ECF
0.23%
COM
SCHF
0.23%
INTL EQTY ETF
SPY
0.23%
TR UNIT
CSX
0.22%
COM
BF/B
0.22%
CL B
UNP
0.21%
COM
DHI
0.21%
COM
WFC
0.21%
COM
CVX
0.21%
COM
UNH
0.2%
COM
TOT
0.2%
SPONSORED ADR
CAT
0.2%
COM
ABT
0.2%
COM
DWDP
0.19%
COM
IWM
0.19%
RUSSELL 2000 ETF
ILF
0.18%
LATN AMER 40 ETF
URI
0.18%
COM
CERN
0.18%
COM
ITA
0.17%
U.S. AER&DEF ETF
WRK
0.17%
COM
JLS
0.17%
COM
XLI
0.17%
SBI INT-INDS
PG
0.16%
COM
SLB
0.16%
COM
LUV
0.16%
COM
ISBC
0.16%
COM
AGG
0.15%
CORE TOTUSBD ETF
ALB
0.15%
COM
PXD
0.15%
COM
CELG
0.14%
COM
BP
0.14%
SPONSORED ADR
CRH
0.14%
ADR
SCHE
0.14%
EMRG MKTEQ ETF
GS
0.14%
COM
UE
0.13%
COM
NVDA
0.13%
COM
BTI
0.13%
SPONSORED ADR
SCHV
0.13%
US LCAP VA ETF
BK
0.12%
COM
XLY
0.12%
SBI CONS DISCR
ORCL
0.12%
COM
GE
0.12%
COM
FNDE
0.12%
SCHWB FDT EMK LG
HPQ
0.12%
COM
AXP
0.11%
COM
EEMV
0.11%
EM MK MINVOL ETF
SCHH
0.11%
US REIT ETF
DFBG
0.11%
COM
CME
0.11%
COM
SCHC
0.1%
INTL SCEQT ETF
YUMC
0.1%
COM
ED
0.1%
COM
ASML
0.09%
N Y REGISTRY SHS
TBF
0.09%
SHRT 20+YR TRE
UTX
0.09%
COM
TRV
0.09%
COM
XLU
0.09%
SBI INT-UTILS
TSM
0.09%
SPONSORED ADR
BF/A
0.09%
CL A
SCHM
0.09%
US MID-CAP ETF
GILD
0.08%
COM
NFLX
0.08%
COM
XLV
0.08%
SBI HEALTHCARE
LDOS
0.08%
COM
AEP
0.08%
COM
ECL
0.08%
COM
MTB
0.08%
COM
SO
0.08%
COM
IVW
0.08%
S&P 500 GRWT ETF
TM
0.08%
SP ADR REP2COM
MVIN
0.07%
SEEYOND INTL ETF
MET
0.07%
COM
UPS
0.07%
CL B
NKE
0.07%
CL B
SPG
0.07%
COM
RDS/A
0.07%
SPONS ADR A
JMT
0.07%
COM
CL
0.07%
COM
VMBS
0.07%
MORTG-BACK SEC
GM
0.07%
CALL
HBC/PA
0.07%
ADR A 1/40PF A
SBUX
0.06%
COM
SCHA
0.06%
US SML CAP ETF
AMLP
0.06%
ALERIAN MLP
SIRI
0.04%
COM
AMAT
0.26%
COM
KBWB
0.26%
KBW BK PORT
INCY
0.24%
COM
AAXJ
0.13%
MSCI AC ASIA ETF
FEU
0.11%
STOXX EUR 50 ETF
EQT
0.09%
COM
QQQ
0.08%
UNIT SER 1