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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
3
1
1
0
0
19
1
1
CAPITAL ASSET ADVISORY SERVICES LLC

Time Period2018-12-31

Total Holdings98

Total Value ($x1000)104,542
Activities
New8

Increased9

Unchanged20

Decreased61

Sold Out17

Top 10 Stock Holdingstotal 50.63%
VNQ26.52

FVD4.6

CSJ3.41

FLOT3.12

VBR2.44

 
MINT2.36

IGHG2.23

RSP2.06

AAPL2.01

IWF1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VNQ
26.52%
REIT ETF
FVD
4.6%
SHS
CSJ
3.41%
1-3 YR CR BD ETF
FLOT
3.12%
FLTG RATE BD ETF
VBR
2.44%
SM CP VAL ETF
MINT
2.36%
ENHAN SHRT MAT
IGHG
2.23%
INVT INT RT HG
RSP
2.06%
S&P500 EQL WGT
AAPL
2.01%
COM
IWF
1.88%
RUS 1000 GRW ETF
AMZN
1.81%
COM
SPHQ
1.77%
S&P500 QUALITY
CVX
1.47%
COM
PYPL
1.45%
COM
GOOGL
1.21%
CAP STK CL A
DVY
1.15%
SELECT DIVID ETF
BRK.B
1.15%
CL B NEW
SDY
1.12%
S&P DIVID ETF
XMLV
1.1%
S&P MIDCP LOW
HYHG
1.08%
HGH YLD INT RATE
CSCO
1.06%
COM
C
1.01%
COM NEW
GOOG
1%
CAP STK CL C
JPM
0.99%
COM
QUAL
0.96%
MSCI USA QLT FAC
DIS
0.96%
COM DISNEY
PFE
0.88%
COM
VCSH
0.86%
SHRT TRM CORP BD
FOXA
0.82%
CL A
BA
0.81%
COM
MA
0.77%
CL A
DWDP
0.77%
COM
WFC
0.75%
COM
SNY
0.73%
SPONSORED ADR
FV
0.64%
DORSEY WRT 5 ETF
ISRG
0.64%
COM NEW
GILD
0.63%
COM
XSLV
0.63%
S&P SMLCP LOW
LMBS
0.59%
FST LOW MTG ETF
EFAV
0.56%
EAFE MIN VOL ETF
BMY
0.54%
COM
FDN
0.53%
DJ INTERNT IDX
FBT
0.52%
NY ARCA BIOTECH
EW
0.52%
COM
VTI
0.52%
TOTAL STK MKT
IWD
0.51%
RUS 1000 VAL ETF
UTX
0.5%
COM
RDS/B
0.48%
SPON ADR B
FCAU
0.48%
SHS
PEP
0.47%
COM
EBS
0.47%
COM
AVGO
0.46%
COM
WDTI
0.44%
FUTRE STRAT FD
GM
0.44%
COM
LYB
0.44%
SHS - A -
AMGN
0.42%
COM
ITA
0.41%
U.S. AER&DEF ETF
MMC
0.39%
COM
IWM
0.39%
RUSSELL 2000 ETF
DAL
0.38%
COM NEW
SBUX
0.38%
COM
XLE
0.37%
SBI INT-ENERGY
QCOM
0.36%
COM
UNH
0.36%
COM
SHPG
0.35%
SPONSORED ADR
UVE
0.35%
COM
FPX
0.34%
SHS
CLX
0.34%
COM
LMT
0.34%
COM
ACN
0.33%
SHS CLASS A
ABT
0.32%
COM
DFS
0.32%
COM
VZ
0.31%
COM
CMCSA
0.31%
CL A
FB
0.31%
CL A
EBAY
0.3%
COM
RTN
0.3%
COM NEW
BABA
0.29%
SPONSORED ADS
T
0.29%
COM
ENB
0.29%
COM
USB
0.29%
COM NEW
TWLO
0.28%
CL A
JNJ
0.27%
COM
MSFT
0.26%
COM
CMA
0.26%
COM
HBNC
0.25%
COM
PKI
0.25%
COM
QABA
0.25%
UT COM SHS ETF
INTC
0.24%
COM
IBM
0.24%
COM
CSX
0.24%
COM
HON
0.24%
COM
IWB
0.23%
RUS 1000 ETF
ADP
0.21%
COM
GLD
0.21%
GOLD SHS
XOM
0.21%
COM
DOV
0.2%
COM
PUTW
< 0.01%
PUT
SPLV
5.53%
S&P500 LOW VOL
BIV
0.57%
INTERMED TERM
IEF
0.33%
7-10 Y TR BD ETF
HAL
0.32%
COM
ALB
0.24%
COM
VEU
0.23%
ALLWRLD EX US
MO
0.22%
COM
TGT
0.21%
COM
COP
0.2%
COM
BX
0.19%
COM UNIT LTD
NDSN
0.19%
COM
ORCL
0.18%
COM
BND
0.18%
TOTAL BND MRKT
MPC
0.18%
COM
BDX
0.18%
COM
PM
0.18%
COM
CSM
0.17%
PSHS LC COR PLUS