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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
45
2
1
1
1
0
28
3
2
CALTON ASSOCIATES INC

Time Period2018-12-31

Total Holdings225

Total Value ($x1000)271,867
Activities
New28

Increased90

Unchanged7

Decreased100

Sold Out89

Top 10 Stock Holdingstotal 44.83%
EFA8.17

IWD8.03

IWF7.99

IJH5.09

SPY4.17

 
IWM4.16

AGG2.21

QQQ1.71

SRLN1.7

AAPL1.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
8.17%
MSCI EAFE ETF
IWD
8.03%
RUS 1000 VAL ETF
IWF
7.99%
RUS 1000 GRW ETF
IJH
5.09%
CORE S&P MCP ETF
SPY
4.17%
TR UNIT
IWM
4.16%
RUSSELL 2000 ETF
AGG
2.21%
CORE TOTUSBD ETF
QQQ
1.71%
UNIT SER 1
SRLN
1.7%
BLKSTN GSOSRLN
AAPL
1.6%
COM
NHC
1.47%
COM
MDY
1.44%
UTSER1 S&PDCRP
VFH
1.27%
FINANCIALS ETF
SHV
1.1%
SHRT TRS BD ETF
PFF
0.89%
U.S. PFD STK ETF
VDE
0.89%
ENERGY ETF
IVV
0.88%
CORE S&P500 ETF
MSFT
0.87%
COM
T
0.84%
COM
AGN
0.84%
SHS
BSV
0.77%
SHORT TRM BOND
VHT
0.69%
HEALTH CAR ETF
VWO
0.69%
FTSE EMR MKT ETF
EEM
0.66%
MSCI EMG MKT ETF
AMZN
0.63%
COM
VZ
0.63%
COM
RSP
0.62%
S&P500 EQL WGT
VEU
0.62%
ALLWRLD EX US
FLRN
0.57%
INV GRD FLT RT
BA
0.55%
COM
JPM
0.55%
COM
INDA
0.55%
MSCI INDIA ETF
DWFI
0.54%
DORSEY WRGT FI
GDX
0.54%
GOLD MINERS ETF
MRK
0.54%
COM
XOM
0.53%
COM
JNJ
0.53%
COM
BNDX
0.53%
INTL BD IDX ETF
BRK.B
0.52%
CL B NEW
XME
0.5%
S&P METALS MNG
IWR
0.48%
RUS MID-CAP ETF
FEZ
0.48%
EURO STOXX 50
TIP
0.47%
TIPS BD ETF
FLOT
0.45%
FLTG RATE BD ETF
TOTL
0.45%
SPDR TR TACTIC
SCHD
0.44%
US DIVIDEND EQ
EFAV
0.43%
EAFE MIN VOL ETF
EWZ
0.43%
MSCI BRZ CAP ETF
IBB
0.43%
NASDQ BIOTEC ETF
CSCO
0.42%
COM
VGIT
0.42%
INT-TERM GOV
XLV
0.39%
SBI HEALTHCARE
FBND
0.38%
TOTAL BD ETF
VEA
0.38%
FTSE DEV MKT ETF
PG
0.37%
COM
XLF
0.37%
SBI INT-FINL
EWC
0.37%
MSCI CDA ETF
V
0.36%
COM CL A
INTC
0.35%
COM
ABBV
0.34%
COM
KRE
0.34%
S&P REGL BKG
TWM
0.33%
ULTSHT RUSS2000
MZZ
0.32%
ULTSHT MIDCAP400
QID
0.3%
ULTSHRT QQQ
BND
0.3%
TOTAL BND MRKT
UNH
0.3%
COM
SDS
0.3%
ULTRASHRT S&P500
PFE
0.3%
COM
MUB
0.29%
NAT AMT FREE BD
IBM
0.29%
COM
VDC
0.29%
CONSUM STP ETF
DXD
0.29%
PSHS ULDOW30 NEW
CVX
0.28%
COM
SCHX
0.28%
US LRG CAP ETF
VNLA
0.28%
SHORT DUR ETF
LQD
0.28%
IBOXX INV CP ETF
CWB
0.27%
BRC CNV SECS ETF
GOOG
0.27%
CAP STK CL C
GSY
0.26%
ULTRA SHRT DUR
DIS
0.25%
COM DISNEY
NWL
0.25%
COM
EUFN
0.25%
MSCI EURO FL ETF
MA
0.25%
CL A
MO
0.25%
COM
CTBI
0.24%
COM
LLY
0.24%
COM
FB
0.24%
CL A
SPLV
0.24%
S&P500 LOW VOL
RAVI
0.23%
READY ACC VARI
NFLX
0.23%
COM
ADBE
0.23%
COM
VOO
0.23%
SHS
HD
0.23%
COM
KO
0.23%
COM
MGC
0.22%
MEGA CAP INDEX
GXC
0.22%
S&P CHINA ETF
BAC
0.21%
COM
USMV
0.21%
USA MIN VOL ETF
GOOGL
0.21%
CAP STK CL A
GSK
0.2%
SPONSORED ADR
DIA
0.2%
UT SER 1
ABT
0.2%
COM
VYM
0.2%
HIGH DIV YLD
SCHO
0.19%
SHT TM US TRES
GILD
0.19%
COM
TBF
0.19%
SHRT 20+YR TRE
BOND
0.19%
TOTL RETN ETF
MMM
0.19%
COM
BMY
0.19%
COM
GE
0.18%
COM
F
0.18%
COM PAR $0.01
FCG
0.18%
ISE REVERE NAT
EDOG
0.18%
EM SECT DIV DG
FCBC
0.18%
COM
LMT
0.18%
COM
PYPL
0.18%
COM
SUB
0.18%
SHT NTLAMTFR ETF
PKW
0.17%
BUYBACK ACHIEV
INTU
0.17%
COM
BABA
0.17%
SPONSORED ADS
DWDP
0.17%
COM
XLU
0.17%
SBI INT-UTILS
VNQ
0.16%
REIT ETF
VIG
0.16%
DIV APP ETF
WDTI
0.16%
FUTRE STRAT FD
BP
0.15%
SPONSORED ADR
LUV
0.15%
COM
MCD
0.15%
COM
FNI
0.15%
COM
HUM
0.15%
COM
FV
0.15%
DORSEY WRT 5 ETF
MAIN
0.14%
COM
TGT
0.14%
COM
MDT
0.14%
SHS
UNP
0.14%
COM
PNQI
0.14%
NASDAQ INTERNT
ALL
0.14%
COM
DWTR
0.14%
DWA TACTCL SCT
KHC
0.13%
COM
STIP
0.13%
0-5 YR TIPS ETF
PPA
0.13%
AEROSPACE DEFN
VUG
0.13%
GROWTH ETF
PXQ
0.13%
DYNMC NETWRNG
PUI
0.13%
DWA UTILS MUMT
DXJ
0.13%
JAPN HEDGE EQT
VTV
0.13%
VALUE ETF
NXJ
0.13%
COM
PTH
0.13%
DWA HEALTHCARE
CMI
0.13%
COM
BDX
0.13%
COM
GLD
0.13%
GOLD SHS
SHY
0.13%
1-3 YR TR BD ETF
COP
0.12%
COM
AMGN
0.12%
COM
IGOV
0.12%
INTL TREA BD ETF
VRSN
0.12%
COM
NVDA
0.12%
COM
PEP
0.12%
COM
PBE
0.12%
DYNMC BIOTECH
PEG
0.12%
COM
CME
0.12%
COM
XSLV
0.12%
S&P SMLCP LOW
NKE
0.12%
CL B
C
0.12%
COM NEW
JKE
0.11%
MRNGSTR LG-CP GR
LVS
0.11%
COM
HYS
0.11%
0-5 HIGH YIELD
ACWV
0.11%
CNTRY MIN VL ETF
FXI
0.11%
CHINA LG-CAP ETF
GWW
0.11%
COM
IJR
0.11%
CORE S&P SCP ETF
PGR
0.11%
COM
PDP
0.11%
DWA MOMENTUM
ISRG
0.1%
COM NEW
CELG
0.1%
COM
AOK
0.1%
CONSER ALLOC ETF
DVY
0.1%
SELECT DIVID ETF
JNK
0.1%
BRC HGH YLD BD
XLE
0.1%
SBI INT-ENERGY
CSJ
0.1%
1-3 YR CR BD ETF
CRM
0.1%
COM
SQ
0.1%
CL A
VIOO
0.1%
SMLLCP 600 IDX
AEP
0.1%
COM
CMF
0.1%
CALI AMT-FRE ETF
DBEF
0.1%
XTRAK MSCI EAFE
AZN
0.1%
SPONSORED ADR
XLK
0.09%
TECHNOLOGY
EXC
0.09%
COM
IBUY
0.09%
ONLIN RETL ETF
PNC
0.09%
COM
A
0.09%
COM
EMLC
0.09%
JP MORGAN MKTS
HON
0.09%
COM
VTIP
0.09%
STRM INFPROIDX
PIZ
0.08%
DWA DEV MKTS
CVS
0.08%
COM
ADM
0.08%
COM
PIE
0.08%
DWA EMERG MKTS
WIP
0.08%
DB INT GVT ETF
MS
0.08%
COM NEW
NUE
0.08%
COM
IVW
0.08%
S&P 500 GRWT ETF
GS
0.08%
COM
CAT
0.08%
COM
SDY
0.08%
S&P DIVID ETF
CSX
0.07%
COM
DHS
0.07%
EQTY INC ETF
ROST
0.07%
COM
TEI
0.07%
COM
HPE
0.06%
COM
BCS
0.05%
ADR
EXG
0.04%
COM
FGB
0.04%
COM BEN INTR
PMM
0.03%
COM
ARTX
0.03%
COM NEW
DHF
0.03%
SH BEN INT
GIM
0.03%
COM
SIRI
0.02%
COM
WATT
0.02%
COM
VHC
0.02%
COM
NVAX
0.01%
COM
FTR
0.01%
COM NEW
ADXS
< 0.01%
COM NEW
OXBRW
< 0.01%
*W EXP 03/26/201
CNOB
0.55%
COM
HYG
0.19%
IBOXX HI YD ETF
SCHM
0.15%
US MID-CAP ETF
ALK
0.14%
COM
NOC
0.14%
COM
TWLO
0.14%
CL A
CII
0.13%
COM
QYLD
0.13%
HORIZONS NASDAQ
SBUX
0.13%
COM
GIS
0.12%
COM
WFC
0.12%
COM
GHYG
0.12%
GLB HGH YLD ETF
LOW
0.12%
COM
HYXU
0.12%
GL HGYL CP ETF
CEMB
0.12%
EM CRP BD ETF
ROL
0.11%
COM
NEWR
0.11%
COM
SDOG
0.1%
SECTR DIV DOGS
CTAS
0.1%
COM
BDJ
0.1%
COM
ETN
0.1%
SHS
FTNT
0.1%
COM
ICE
0.1%
COM
EW
0.1%
COM
CI
0.09%
COM
PDI
0.09%
SHS
FANG
0.09%
COM
NEE
0.09%
COM
NDAQ
0.09%
COM
STI
0.09%
COM
GPOR
0.09%
COM NEW
IVE
0.09%
S&P 500 VAL ETF
KSS
0.09%
COM
UTX
0.08%
COM
PM
0.08%
COM
LULU
0.08%
COM
PCG
0.08%
COM
MTCH
0.08%
COM
EL
0.08%
CL A
EFG
0.08%
EAFE GRWTH ETF
TSM
0.08%
SPONSORED ADR
IIVI
0.08%
COM
SABR
0.08%
COM
AWK
0.08%
COM
BLKB
0.08%
COM
PRLB
0.08%
COM
COR
0.08%
COM
KMG
0.08%
COM
ONEQ
0.08%
NDQ CP IDX TRK
HLI
0.08%
CL A
CHRW
0.08%
COM NEW
SYY
0.08%
COM
NVO
0.08%
ADR
BURL
0.08%
COM
VLO
0.08%
COM
NVR
0.07%
COM
RTN
0.07%
COM NEW
DAL
0.07%
COM NEW
TTC
0.07%
COM
PFG
0.07%
COM
CBOE
0.07%
COM
IFV
0.07%
DORSEY WRIGHT
OLED
0.07%
COM
COST
0.07%
COM
BST
0.07%
SHS
BFAM
0.07%
COM
NSC
0.07%
COM
IEFA
0.07%
CORE MSCI EAFE
CMCSA
0.07%
CL A
NOBL
0.07%
S&P 500 ARISTO
VRSK
0.07%
CL A
TSLA
0.07%
COM
KNOW
0.06%
ALL CP INSIDER
PSX
0.06%
COM
SPYG
0.06%
S&P 500 GROWTH
TJX
0.06%
COM
ITA
0.06%
U.S. AER&DEF ETF
CSD
0.06%
S&P SPIN OFF
MAR
0.06%
CL A
ESRX
0.06%
COM
FPX
0.06%
SHS
IWV
0.06%
RUSSELL 3000 ETF
TROW
0.06%
COM
CY
0.06%
COM
GOF
0.05%
COM SBI
SNAP
0.03%
CL A
VMIN
0.03%
REX VOL IN VIX
FSIC
0.03%
COM
UTF
0.01%
COM