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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
22
0
1
BRIGHTWORTH

Time Period2018-12-31

Total Holdings91

Total Value ($x1000)434,663
Activities
New9

Increased27

Unchanged9

Decreased46

Sold Out11

Top 10 Stock Holdingstotal 58.45%
IVV32.87

IWF7.23

XLK5.9

VTI2.03

AAPL1.86

 
V1.8

AMT1.74

JNJ1.71

YUM1.7

BA1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
32.87%
CORE S&P500 ETF
IWF
7.23%
RUS 1000 GRW ETF
XLK
5.9%
TECHNOLOGY
VTI
2.03%
TOTAL STK MKT
AAPL
1.86%
COM
V
1.8%
COM CL A
AMT
1.74%
COM
JNJ
1.71%
COM
YUM
1.7%
COM
BA
1.61%
COM
HD
1.59%
COM
AMZN
1.59%
COM
NEE
1.54%
COM
APD
1.53%
COM
VZ
1.51%
COM
SYK
1.51%
COM
BDX
1.51%
COM
COST
1.48%
COM
CVX
1.43%
COM
DIS
1.37%
COM DISNEY
GOOGL
1.35%
CAP STK CL A
MMC
1.29%
COM
DEO
1.23%
SPON ADR NEW
MPC
1.21%
COM
BLK
1.19%
COM
USB
1.19%
COM NEW
DE
1.17%
COM
ABT
1.15%
COM
MMM
1.06%
COM
GD
1.04%
COM
ACWI
1.03%
MSCI ACWI ETF
BRK.B
0.96%
CL B NEW
SYY
0.96%
COM
IWB
0.95%
RUS 1000 ETF
GS
0.92%
COM
VIG
0.76%
DIV APP ETF
EEM
0.75%
MSCI EMG MKT ETF
IWD
0.66%
RUS 1000 VAL ETF
WFC
0.49%
COM
ALGN
0.47%
COM
PG
0.46%
COM
HEFA
0.45%
HDG MSCI EAFE
RY
0.35%
COM
SCHM
0.33%
US MID-CAP ETF
ACWX
0.3%
MSCI ACWI US ETF
IEFA
0.3%
CORE MSCI EAFE
IYW
0.25%
U.S. TECH ETF
MSFT
0.23%
COM
GLD
0.23%
GOLD SHS
VWO
0.21%
FTSE EMR MKT ETF
KO
0.19%
COM
JPM
0.18%
COM
SCHA
0.18%
US SML CAP ETF
CSX
0.16%
COM
RSCO
0.16%
SM CAP COMPLETE
MA
0.14%
CL A
HYG
0.13%
IBOXX HI YD ETF
IWM
0.12%
RUSSELL 2000 ETF
INTC
0.12%
COM
ITOT
0.11%
CORE S&P TTL STK
PFE
0.11%
COM
UNP
0.11%
COM
MDT
0.1%
SHS
XOM
0.1%
COM
IJH
0.09%
CORE S&P MCP ETF
CMCSA
0.09%
CL A
SCHG
0.09%
US LCAP GR ETF
GOOG
0.09%
CAP STK CL C
SLCT
0.09%
COM
FB
0.08%
CL A
DENN
0.08%
COM
DUK
0.08%
COM NEW
GSG
0.08%
UNIT BEN INT
TXN
0.07%
COM
T
0.07%
COM
VUG
0.07%
GROWTH ETF
MCD
0.07%
COM
TWOK
0.06%
SPDR RUSSEL 2000
PEP
0.06%
COM
VEU
0.06%
ALLWRLD EX US
VGSH
0.06%
SHTRM GVT BD ETF
VTIP
0.05%
STRM INFPROIDX
IJR
0.05%
CORE S&P SCP ETF
CWI
0.05%
MSCI ACWI EXUS
BAC
0.05%
COM
PNC
0.05%
COM
ZTS
0.05%
CL A
IAU
0.03%
ISHARES
USO
0.03%
UNITS
AVXL
0.01%
COM NEW
UWN
0.01%
COM NEW
QQQ
0.14%
UNIT SER 1
RYT
0.12%
S&P500 EQL TEC
XLF
0.07%
SBI INT-FINL
VRSN
0.07%
COM
AGG
0.06%
CORE TOTUSBD ETF
ORCL
0.05%
COM
CELG
0.05%
COM
IBM
0.05%
COM
ABBV
0.05%
COM
UPS
0.05%
CL B
IP
0.05%
COM