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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
10
0
0
0
0
0
12
2
0
BERNICKE ASSOCIATES LTD

Time Period2017-12-31

Total Holdings50

Total Value ($x1000)132,493
Activities
New3

Increased32

Unchanged0

Decreased15

Sold Out1

Top 10 Stock Holdingstotal 75.03%
VCIT37.21

VT16.05

JNK6.29

MUB5.12

ITM2.13

 
EQL2.03

HYD2.02

VTI1.58

VTV1.33

VUG1.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
37.21%
INT-TERM CORP
VT
16.05%
TT WRLD ST ETF
JNK
6.29%
BRC HGH YLD BD
PCY
6.09%
SOVEREIGN DEBT
MUB
5.12%
NAT AMT FREE BD
ITM
2.13%
AMT FREE INT ETF
EQL
2.03%
EQUAL SEC ETF
HYD
2.02%
HIGH YLD MUN ETF
VTI
1.58%
TOTAL STK MKT
VTV
1.33%
VALUE ETF
VUG
1.27%
GROWTH ETF
DIA
1.06%
UT SER 1
SLYV
0.86%
S&P 600 SMCP VAL
VBK
0.66%
SML CP GRW ETF
ABBV
0.59%
COM
VWO
0.59%
FTSE EMR MKT ETF
VEA
0.58%
FTSE DEV MKT ETF
MMM
0.53%
COM
UNH
0.52%
COM
PRF
0.52%
FTSE RAFI 1000
INTC
0.52%
COM
CRM
0.51%
COM
V
0.5%
COM CL A
BND
0.5%
TOTAL BND MRKT
CVX
0.5%
COM
BAC
0.5%
COM
SHW
0.5%
COM
AMZN
0.5%
COM
GOOGL
0.49%
CAP STK CL A
LOW
0.48%
COM
COST
0.48%
COM
EFV
0.48%
EAFE VALUE ETF
BRK.B
0.47%
CL B NEW
UPS
0.46%
CL B
ECL
0.46%
COM
UTX
0.45%
COM
ACWI
0.44%
MSCI ACWI ETF
PEP
0.44%
COM
NUE
0.44%
COM
TRP
0.42%
COM
VEU
0.42%
ALLWRLD EX US
DIS
0.41%
COM DISNEY
T
0.4%
COM
CVS
0.38%
COM
HCN
0.38%
COM
SLB
0.37%
COM
KHC
0.36%
COM
EFG
0.31%
EAFE GRWTH ETF
EMB
0.22%
JP MOR EM MK ETF
SHYG
0.17%
0-5YR HI YL CP
FRTA
0.08%
COM