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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
31
3
1
1
0
0
22
2
1
BUDROS RUHLIN ROE INC

Time Period2018-09-30

Total Holdings112

Total Value ($x1000)507,154
Activities
New8

Increased34

Unchanged18

Decreased52

Sold Out7

Top 10 Stock Holdingstotal 82.75%
FNDF29.44

BRK.B22.08

8.27

VIG5.67

AMJ5.33

 
RJI4.17

SCHX3.04

AAPL1.87

IWB1.69

JPM1.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FNDF
29.44%
SCHWB FDT INT LG
BRK.B
22.08%
CL B NEW
BERKSHIR...
8.27%
CL A
VIG
5.67%
DIV APP ETF
AMJ
5.33%
ALERIAN ML ETN
RJI
4.17%
ROG TTL ETN 22
SCHX
3.04%
US LRG CAP ETF
AAPL
1.87%
COM
IWB
1.69%
RUS 1000 ETF
JPM
1.19%
COM
MINT
1.14%
ENHAN SHRT MAT
MSFT
0.89%
COM
AMZN
0.76%
COM
CSCO
0.67%
COM
PG
0.58%
COM
IVV
0.52%
CORE S&P500 ETF
T
0.46%
COM
INTC
0.43%
COM
SBUX
0.4%
COM
IWM
0.39%
RUSSELL 2000 ETF
DIS
0.39%
COM DISNEY
MCD
0.38%
COM
KMX
0.37%
COM
PFE
0.35%
COM
SPY
0.35%
TR UNIT
WMT
0.32%
COM
LLY
0.31%
COM
AXP
0.29%
COM
KO
0.29%
COM
MRK
0.28%
COM
GOOG
0.28%
CAP STK CL C
BMY
0.26%
COM
WFC
0.24%
COM
HBAN
0.24%
COM
EFA
0.24%
MSCI EAFE ETF
IBM
0.23%
COM
FRME
0.21%
COM
V
0.2%
COM CL A
JNJ
0.19%
COM
FDEF
0.18%
COM
IWF
0.18%
RUS 1000 GRW ETF
RPG
0.17%
S&P500 PUR GWT
DJP
0.16%
DJUBS CMDT ETN36
MTD
0.16%
COM
TIP
0.15%
TIPS BD ETF
XOM
0.15%
COM
FB
0.14%
CL A
UNH
0.14%
COM
GOOGL
0.14%
CAP STK CL A
CINF
0.12%
COM
AAXN
0.12%
COM
CVCO
0.11%
COM
EFV
0.1%
EAFE VALUE ETF
BAC
0.1%
COM
HPQ
0.1%
COM
NKE
0.1%
CL B
AMGN
0.1%
COM
SQ
0.1%
CL A
MIC
0.09%
MEMBERSHIP INT
UTX
0.09%
COM
BA
0.09%
COM
GE
0.09%
COM
WOR
0.09%
COM
CAH
0.09%
COM
DUSA
0.09%
SELECT US EQTY
NEE
0.09%
COM
JKK
0.08%
MRGSTR SM CP GR
NI
0.08%
COM
CRSP
0.07%
NAMEN AKT
MA
0.07%
CL A
PEP
0.07%
COM
HPE
0.07%
COM
MO
0.07%
COM
ESRX
0.07%
COM
ABT
0.07%
COM
RGEN
0.07%
COM
DBEF
0.07%
XTRAK MSCI EAFE
IIF
0.07%
COM
C
0.07%
COM NEW
AET
0.06%
COM
XLI
0.06%
SBI INT-INDS
ABBV
0.06%
COM
CELG
0.06%
COM
GSC
0.06%
SP ENHCMD37ETN
COP
0.06%
COM
ISRG
0.06%
COM NEW
HD
0.06%
COM
IWO
0.06%
RUS 2000 GRW ETF
SCHV
0.05%
US LCAP VA ETF
IQ
0.05%
SPONSORED ADS
VEA
0.05%
FTSE DEV MKT ETF
EQL
0.05%
EQUAL SEC ETF
DWDP
0.05%
COM
ADBE
0.05%
COM
GLD
0.05%
GOLD SHS
BIV
0.05%
INTERMED TERM
BKNG
0.05%
COM
EPD
0.05%
COM
EFG
0.04%
EAFE GRWTH ETF
IWV
0.04%
RUSSELL 3000 ETF
CVX
0.04%
COM
USB
0.04%
COM NEW
CMCSA
0.04%
CL A
IWD
0.04%
RUS 1000 VAL ETF
GSM
0.03%
SHS
NHLD
0.03%
COM NEW
SPHS
0.02%
COM NEW
SIRI
0.01%
COM
CGEN
0.01%
ORD
NHLDW
< 0.01%
*W EXP 01/18/202
NAVB
< 0.01%
COM
PVCT
< 0.01%
COM
PTE
0.08%
COM
TWTR
0.07%
COM
ATVI
0.07%
COM
SCHG
0.07%
US LCAP GR ETF
BCM
0.06%
IPTH PURE BRD
NFLX
0.06%
COM
LTS
0.02%
COM