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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
28
0
0
1
0
0
27
0
1
BRIGHTWORTH

Time Period2019-03-31

Total Holdings93

Total Value ($x1000)478,229
Activities
New11

Increased35

Unchanged12

Decreased35

Sold Out9

Top 10 Stock Holdingstotal 59.7%
IVV34.94

XLK6.69

IWF4.82

AAPL2.1

VTI2.04

 
V1.99

AMT1.97

SYK1.75

AMZN1.72

YUM1.68

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
34.94%
CORE S&P500 ETF
XLK
6.69%
TECHNOLOGY
IWF
4.82%
RUS 1000 GRW ETF
AAPL
2.1%
COM
VTI
2.04%
TOTAL STK MKT
V
1.99%
COM CL A
AMT
1.97%
COM
SYK
1.75%
COM
AMZN
1.72%
COM
YUM
1.68%
COM
BA
1.68%
COM
APD
1.66%
COM
COST
1.62%
COM
HD
1.59%
COM
NEE
1.54%
COM
BDX
1.54%
COM
CVX
1.51%
COM
VZ
1.49%
COM
MMC
1.41%
COM
GOOGL
1.35%
CAP STK CL A
DEO
1.34%
SPON ADR NEW
DIS
1.27%
COM DISNEY
BLK
1.22%
COM
ABT
1.19%
COM
USB
1.16%
COM NEW
MPC
1.16%
COM
DE
1.15%
COM
MMM
1.07%
COM
SYY
1.05%
COM
GD
1.03%
COM
BRK.B
0.88%
CL B NEW
JNJ
0.87%
COM
VIG
0.78%
DIV APP ETF
MRK
0.71%
COM
MS
0.7%
COM NEW
IWB
0.63%
RUS 1000 ETF
ALGN
0.61%
COM
PG
0.54%
COM
ACWI
0.49%
MSCI ACWI ETF
IWD
0.42%
RUS 1000 VAL ETF
SCHM
0.4%
US MID-CAP ETF
WFC
0.39%
COM
EEM
0.36%
MSCI EMG MKT ETF
RY
0.35%
COM
HEFA
0.28%
HDG MSCI EAFE
IYW
0.27%
U.S. TECH ETF
CSX
0.24%
COM
MSFT
0.23%
COM
ACWX
0.23%
MSCI ACWI US ETF
GLD
0.21%
GOLD SHS
SCHA
0.21%
US SML CAP ETF
QQQ
0.17%
UNIT SER 1
JPM
0.17%
COM
MA
0.16%
CL A
KO
0.16%
COM
VWO
0.16%
FTSE EMR MKT ETF
RSCO
0.15%
SM CAP COMPLETE
RYT
0.14%
S&P500 EQL TEC
HYG
0.12%
IBOXX HI YD ETF
INTC
0.12%
COM
ITOT
0.11%
CORE S&P TTL STK
IJH
0.1%
CORE S&P MCP ETF
UNP
0.1%
COM
CMCSA
0.1%
CL A
XOM
0.1%
COM
GOOG
0.09%
CAP STK CL C
PFE
0.09%
COM
DENN
0.08%
COM
GSG
0.08%
UNIT BEN INT
XLF
0.08%
SBI INT-FINL
VUG
0.08%
GROWTH ETF
FB
0.07%
CL A
TXN
0.07%
COM
DUK
0.07%
COM NEW
TWOK
0.07%
SPDR RUSSEL 2000
MCD
0.06%
COM
T
0.06%
COM
AMGN
0.06%
COM
PEP
0.06%
COM
AXNX
0.06%
COM
CELG
0.05%
COM
ORCL
0.05%
COM
IJR
0.05%
CORE S&P SCP ETF
CWI
0.05%
MSCI ACWI EXUS
IWM
0.05%
RUSSELL 2000 ETF
ZTS
0.05%
CL A
UPS
0.05%
CL B
BAC
0.05%
COM
DHR
0.05%
COM
PNC
0.04%
COM
USO
0.03%
UNITS
AVXL
0.02%
COM NEW
UWN
0.01%
COM NEW
GS
0.92%
COM
IEFA
0.3%
CORE MSCI EAFE
MDT
0.1%
SHS
SCHG
0.09%
US LCAP GR ETF
SLCT
0.09%
COM
VEU
0.06%
ALLWRLD EX US
VGSH
0.06%
SHTRM GVT BD ETF
VTIP
0.05%
STRM INFPROIDX
IAU
0.03%
ISHARES