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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
27
4
2
1
0
0
18
2
1
BUDROS RUHLIN ROE INC

Time Period2018-12-31

Total Holdings109

Total Value ($x1000)482,005
Activities
New11

Increased28

Unchanged17

Decreased53

Sold Out14

Top 10 Stock Holdingstotal 80.67%
BRK.B22.03

FNDF21.34

8.19

PXF5.72

EFV5.38

 
VIG5.23

AMJ4.56

RJI3.9

SCHX2.87

IWB1.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
22.03%
CL B NEW
FNDF
21.34%
SCHWB FDT INT LG
BERKSHIR...
8.19%
CL A
PXF
5.72%
FTSE RAFI DEV
EFV
5.38%
EAFE VALUE ETF
VIG
5.23%
DIV APP ETF
AMJ
4.56%
ALERIAN ML ETN
RJI
3.9%
ROG TTL ETN 22
SCHX
2.87%
US LRG CAP ETF
IWB
1.45%
RUS 1000 ETF
AAPL
1.38%
COM
JPM
1.04%
COM
MNA
0.89%
IQ MRGR ARB ETF
MSFT
0.75%
COM
MLPA
0.73%
GLBL X MLP ETF
AMZN
0.69%
COM
CSCO
0.63%
COM
PG
0.59%
COM
MINT
0.55%
ENHAN SHRT MAT
SBUX
0.47%
COM
IVV
0.47%
CORE S&P500 ETF
INTC
0.45%
COM
T
0.41%
COM
MCD
0.39%
COM
MFEM
0.38%
RAFI DYN EMERG
DIS
0.38%
COM DISNEY
PFE
0.36%
COM
KMX
0.33%
COM
IWM
0.33%
RUSSELL 2000 ETF
LLY
0.32%
COM
WMT
0.32%
COM
KO
0.3%
COM
SPY
0.29%
TR UNIT
MRK
0.29%
COM
GOOG
0.28%
CAP STK CL C
AXP
0.26%
COM
BMY
0.23%
COM
WFC
0.22%
COM
EFA
0.22%
MSCI EAFE ETF
HBAN
0.2%
COM
RPG
0.19%
S&P500 PUR GWT
FRME
0.18%
COM
JNJ
0.17%
COM
V
0.17%
COM CL A
IWF
0.17%
RUS 1000 GRW ETF
IBM
0.16%
COM
FDEF
0.16%
COM
TIP
0.16%
TIPS BD ETF
DJP
0.15%
DJUBS CMDT ETN36
GOOGL
0.14%
CAP STK CL A
MTD
0.13%
COM
CVCO
0.13%
COM
CINF
0.13%
COM
UNH
0.13%
COM
XOM
0.12%
COM
SQ
0.11%
CL A
FB
0.1%
CL A
AMGN
0.1%
COM
NEE
0.1%
COM
NKE
0.09%
CL B
BAC
0.09%
COM
NI
0.09%
COM
HPQ
0.08%
COM
AAXN
0.08%
COM
MIC
0.08%
MEMBERSHIP INT
BA
0.08%
COM
CAH
0.08%
COM
WOR
0.08%
COM
DUSA
0.07%
SELECT US EQTY
PEP
0.07%
COM
ABT
0.07%
COM
JKK
0.07%
MRGSTR SM CP GR
QQQ
0.06%
UNIT SER 1
ABBV
0.06%
COM
XLI
0.06%
SBI INT-INDS
BIV
0.06%
INTERMED TERM
MA
0.06%
CL A
UTX
0.06%
COM
IIF
0.06%
COM
HPE
0.06%
COM
C
0.06%
COM NEW
RGEN
0.06%
COM
GLD
0.05%
GOLD SHS
PYPL
0.05%
COM
SCHV
0.05%
US LCAP VA ETF
EPD
0.05%
COM
EQL
0.05%
EQUAL SEC ETF
HD
0.05%
COM
XLK
0.05%
TECHNOLOGY
CELG
0.05%
COM
FFBC
0.04%
COM
GE
0.04%
COM
CVX
0.04%
COM
IWO
0.04%
RUS 2000 GRW ETF
DWDP
0.04%
COM
GSC
0.04%
SP ENHCMD37ETN
BKNG
0.04%
COM
VBR
0.04%
SM CP VAL ETF
KEY
0.03%
COM
IQ
0.03%
SPONSORED ADS
NHLD
0.02%
COM NEW
CERS
0.02%
COM
SIRI
0.01%
COM
SPHS
0.01%
COM NEW
GSM
0.01%
SHS
CGEN
< 0.01%
ORD
NHLDW
< 0.01%
*W EXP 01/18/202
PVCT
< 0.01%
COM
NAVB
< 0.01%
COM
CRSP
0.07%
NAMEN AKT
MO
0.07%
COM
ESRX
0.07%
COM
DBEF
0.07%
XTRAK MSCI EAFE
AET
0.06%
COM
COP
0.06%
COM
ISRG
0.06%
COM NEW
VEA
0.05%
FTSE DEV MKT ETF
ADBE
0.05%
COM
EFG
0.04%
EAFE GRWTH ETF
IWV
0.04%
RUSSELL 3000 ETF
USB
0.04%
COM NEW
CMCSA
0.04%
CL A
IWD
0.04%
RUS 1000 VAL ETF