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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.
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Value
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Growth
13
0
0
0
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0
13
1
0
BERNICKE ASSOCIATES LTD

Time Period2018-12-31

Total Holdings46

Total Value ($x1000)145,358
Activities
New2

Increased37

Unchanged0

Decreased7

Sold Out4

Top 10 Stock Holdingstotal 81.24%
VCIT40.68

ACWI11.04

MUB7.83

SHYG6.61

EMB6.51

 
VT2.66

HYD2.17

EQL1.43

THRK1.35

VUG0.96

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VCIT
40.68%
INT-TERM CORP
ACWI
11.04%
MSCI ACWI ETF
MUB
7.83%
NAT AMT FREE BD
SHYG
6.61%
0-5YR HI YL CP
EMB
6.51%
JP MOR EM MK ETF
VT
2.66%
TT WRLD ST ETF
HYD
2.17%
HIGH YLD MUN ETF
EQL
1.43%
EQUAL SEC ETF
THRK
1.35%
RUSSELL 3000 ETF
VUG
0.96%
GROWTH ETF
DIA
0.78%
UT SER 1
HCN
0.68%
COM
PG
0.67%
COM
AMT
0.64%
COM
CRM
0.62%
COM
PEP
0.61%
COM
V
0.59%
COM CL A
UNH
0.59%
COM
MSFT
0.59%
COM
LOW
0.58%
COM
ECL
0.57%
COM
BRK.B
0.57%
CL B NEW
SLYV
0.57%
S&P 600 SMCP VAL
COST
0.56%
COM
DIS
0.56%
COM DISNEY
INTC
0.56%
COM
APD
0.55%
COM
AMZN
0.55%
COM
ABBV
0.54%
COM
CVS
0.54%
COM
PPG
0.53%
COM
MMM
0.53%
COM
GOOGL
0.51%
CAP STK CL A
CVX
0.5%
COM
GWL
0.48%
S&P WRLD EX US
UPS
0.48%
CL B
UTX
0.47%
COM
VBK
0.46%
SML CP GRW ETF
BAC
0.45%
COM
TRP
0.45%
COM
CCL
0.45%
PAIRED CTF
ITM
0.4%
AMT FREE INT ETF
PRF
0.39%
FTSE RAFI 1000
SLB
0.3%
COM
BND
0.23%
TOTAL BND MRKT
EFG
0.2%
EAFE GRWTH ETF
HYD
2.06%
HIGH YLD MUN ETF
ITM
0.98%
AMT FREE INT ETF
EFV
0.33%
EAFE VALUE ETF
VEA
0.14%
FTSE DEV MKT ETF