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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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Large
Value
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Growth
13
2
1
1
1
0
11
0
0
BILTMORE WEALTH MANAGEMENT LLC

Time Period2018-09-30

Total Holdings42

Total Value ($x1000)120,796
Activities
New10

Increased14

Unchanged2

Decreased16

Sold Out6

Top 10 Stock Holdingstotal 81.03%
XLY14.07

XLV13.21

XLF12.68

XLK10.42

SHY8.84

 
PDBC5.9

XLP4.45

XLU4.33

XLI3.88

XLE3.25

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XLY
14.07%
SBI CONS DISCR
XLV
13.21%
SBI HEALTHCARE
XLF
12.68%
SBI INT-FINL
XLK
10.42%
TECHNOLOGY
SHY
8.84%
1-3 YR TR BD ETF
PDBC
5.9%
OPTIMUM YIELD
XLP
4.45%
SBI CONS STPLS
XLU
4.33%
SBI INT-UTILS
XLI
3.88%
SBI INT-INDS
XLE
3.25%
SBI INT-ENERGY
XLB
2.76%
SBI MATERIALS
PGX
2.5%
PFD ETF
PFE
0.7%
COM
AXP
0.67%
COM
AAPL
0.64%
COM
COST
0.63%
COM
YUM
0.63%
COM
BBY
0.61%
COM
AMGN
0.6%
COM
CVS
0.59%
COM
AMZN
0.58%
COM
ADP
0.58%
COM
CME
0.56%
COM
PGR
0.55%
COM
VMW
0.53%
CL A COM
NOC
0.53%
COM
PVH
0.53%
COM
STE
0.51%
SHS USD
TGT
0.49%
COM
MPC
0.47%
COM
GILD
0.46%
COM
LYB
0.42%
SHS - A -
PPL
0.42%
COM
CCL
0.4%
PAIRED CTF
TSN
0.39%
CL A
XOM
0.21%
COM
T
0.21%
COM
JNJ
0.19%
COM
PCAR
0.19%
COM
BA
0.18%
COM
HD
0.17%
COM
TRCH
0.06%
COM
UPS
0.69%
CL B
SAFM
0.51%
COM
KHC
0.43%
COM
IP
0.42%
COM
FIX
0.21%
COM
PEG
0.18%
COM