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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
31
3
3
0
0
0
19
2
2
CAPITAL ASSET ADVISORY SERVICES LLC

Time Period2019-06-30

Total Holdings105

Total Value ($x1000)129,811
Activities
New42

Increased35

Unchanged13

Decreased15

Sold Out12

Top 10 Stock Holdingstotal 57.19%
VNQ24.26

VWO8.4

IJR6.68

USMV4.78

CSJ2.82

 
FLOT2.55

FVD2.5

IWF1.86

RSP1.73

AMZN1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VNQ
24.26%
REIT ETF
VWO
8.4%
FTSE EMR MKT ETF
IJR
6.68%
CORE S&P SCP ETF
USMV
4.78%
USA MIN VOL ETF
CSJ
2.82%
1-3 YR CR BD ETF
FLOT
2.55%
FLTG RATE BD ETF
FVD
2.5%
SHS
IWF
1.86%
RUS 1000 GRW ETF
RSP
1.73%
S&P500 EQL WGT
AMZN
1.61%
COM
AAPL
1.57%
COM
DIS
1.37%
COM DISNEY
SPHQ
1.3%
S&P500 QUALITY
CVX
1.27%
COM
PYPL
1.27%
COM
VBR
1.24%
SM CP VAL ETF
SDY
1.07%
S&P DIVID ETF
DVY
1.02%
SELECT DIVID ETF
CSCO
0.89%
COM
C
0.87%
COM NEW
MA
0.87%
CL A
GOOGL
0.85%
CAP STK CL A
MINT
0.82%
ENHAN SHRT MAT
BRK.B
0.81%
CL B NEW
GOOG
0.8%
CAP STK CL C
VXUS
0.78%
VG TL INTL STK F
VCSH
0.76%
SHRT TRM CORP BD
JPM
0.75%
COM
QUAL
0.72%
MSCI USA QLT FAC
LMBS
0.71%
FST LOW MTG ETF
IHI
0.71%
U.S. MED DVC ETF
PFE
0.7%
COM
FDN
0.61%
DJ INTERNT IDX
BMY
0.52%
COM
EW
0.5%
COM
GILD
0.5%
COM
FV
0.5%
DORSEY WRT 5 ETF
UTX
0.49%
COM
IWD
0.48%
RUS 1000 VAL ETF
SNY
0.47%
SPONSORED ADR
IWB
0.46%
RUS 1000 ETF
PEP
0.45%
COM
MAS
0.44%
COM
XMLV
0.42%
S&P MIDCP LOW
AVGO
0.41%
COM
RDS/B
0.41%
SPON ADR B
IWM
0.4%
RUSSELL 2000 ETF
SBUX
0.4%
COM
MMC
0.39%
COM
LMT
0.39%
COM
WFC
0.36%
COM
ACN
0.36%
SHS CLASS A
UNH
0.34%
COM
TWLO
0.34%
CL A
ITA
0.33%
U.S. AER&DEF ETF
GM
0.32%
COM
QCOM
0.31%
COM
CMCSA
0.31%
CL A
FB
0.3%
CL A
ABT
0.3%
COM
FCAU
0.29%
SHS
RTN
0.29%
COM NEW
T
0.29%
COM
LYB
0.28%
SHS - A -
DAL
0.28%
COM NEW
DFS
0.28%
COM
CLX
0.27%
COM
EBAY
0.27%
COM
VZ
0.27%
COM
USB
0.27%
COM NEW
MSFT
0.27%
COM
XLE
0.26%
SBI INT-ENERGY
ENB
0.25%
COM
JNJ
0.25%
COM
HON
0.25%
COM
SYK
0.24%
COM
TER
0.24%
COM
PKI
0.24%
COM
COP
0.24%
COM
SKYY
0.24%
ISE CLOUD COMP
DD
0.24%
COM
EBS
0.23%
COM
XSLV
0.23%
S&P SMLCP LOW
BABA
0.23%
SPONSORED ADS
IBM
0.23%
COM
CSX
0.23%
COM
CMA
0.22%
COM
ADP
0.22%
COM
SPY
0.22%
TR UNIT
EFAV
0.21%
EAFE MIN VOL ETF
INTC
0.2%
COM
AGG
0.19%
CORE TOTUSBD ETF
XOM
0.19%
COM
GLD
0.19%
GOLD SHS
ORCL
0.18%
COM
AMT
0.18%
COM
DOV
0.18%
COM
QABA
0.17%
UT COM SHS ETF
NDSN
0.17%
COM
VTI
0.17%
TOTAL STK MKT
OSK
0.16%
COM
UVE
0.16%
COM
BDX
0.16%
COM
KTOS
0.16%
COM NEW
LIN
0.15%
COM
IGHG
2.37%
INVT INT RT HG
BA
1.15%
COM
HYHG
1.09%
HGH YLD INT RATE
ISRG
1.03%
COM NEW
DWDP
0.84%
COM
FBT
0.56%
NY ARCA BIOTECH
AMGN
0.54%
COM
CMI
0.32%
COM
WDTI
0.29%
FUTRE STRAT FD
FPX
0.28%
SHS
MRK
0.27%
COM
ALB
0.26%
COM