Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
19
3
4
2
4
2
14
8
5
CFO4LIFE LP

Time Period2016-12-31

Total Holdings91

Total Value ($x1000)121,011
Activities
New13

Increased25

Unchanged4

Decreased49

Sold Out6

Top 10 Stock Holdingstotal 64.68%
UPS28.64

DBEF7.39

DGRO5.56

VLUE4.46

RSP4.08

 
USMV3.46

EFAV3.21

LII2.95

LTXB2.69

DAR2.24

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UPS
28.64%
CL B
DBEF
7.39%
XTRAK MSCI EAFE
DGRO
5.56%
CORE DIV GRWTH
VLUE
4.46%
MSCI USAVALFCT
RSP
4.08%
GUG S&P500 EQ WT
USMV
3.46%
USA MIN VOL ETF
EFAV
3.21%
EAFE MIN VOL ETF
LII
2.95%
COM
LTXB
2.69%
COM
DAR
2.24%
COM
MTUM
2.15%
MSCI USAMOMFCT
AAPL
1.83%
COM
ETB
1.36%
COM
SPY
1.05%
TR UNIT
ACWV
0.87%
CNTRY MIN VL ETF
XHR
0.77%
COM
WFC
0.75%
COM
QUAL
0.74%
MSCI USA QLT FAC
LEA
0.72%
COM NEW
INTF
0.69%
FCTSL MSCI INT
GILD
0.65%
COM
ALK
0.65%
COM
AMGN
0.65%
COM
DON
0.62%
MIDCAP DIVI FD
ZION
0.62%
COM
ETV
0.59%
COM
BP
0.55%
SPONSORED ADR
PSEC
0.52%
COM
LRCX
0.52%
COM
ETW
0.51%
COM
CII
0.5%
COM
KR
0.48%
COM
IVV
0.47%
CORE S&P500 ETF
CMCSA
0.44%
CL A
LKQ
0.44%
COM
SO
0.43%
COM
FDX
0.43%
COM
AMAT
0.43%
COM
GOOGL
0.43%
CAP STK CL A
JPM
0.41%
COM
GE
0.4%
COM
NE
0.4%
SHS USD
DIA
0.4%
UT SER 1
CDW
0.39%
COM
VMW
0.39%
CL A COM
RPAI
0.38%
CL A
FFIV
0.37%
COM
LUV
0.37%
COM
EPD
0.36%
COM
Q
0.35%
COM
JNJ
0.35%
COM
O
0.34%
COM
CCL
0.34%
PAIRED CTF
OC
0.34%
COM
CNC
0.32%
COM
MHK
0.32%
COM
MMP
0.31%
COM UNIT RP LP
AFB
0.31%
COM
BIIB
0.3%
COM
IR
0.29%
SHS
FL
0.29%
COM
SEP
0.28%
COM
ZIXI
0.27%
COM
VZ
0.27%
COM
DUK
0.26%
COM NEW
CTXS
0.26%
COM
CBS
0.26%
CL B
AEP
0.25%
COM
DIS
0.25%
COM DISNEY
CVX
0.25%
COM
MO
0.24%
COM
IJR
0.24%
CORE S&P SCP ETF
PM
0.24%
COM
CVS
0.23%
COM
XOM
0.23%
COM
UNP
0.23%
COM
AMLP
0.23%
ALERIAN MLP
DHI
0.22%
COM
LH
0.22%
COM NEW
CFG
0.22%
COM
PG
0.21%
COM
HCN
0.21%
COM
CBI
0.21%
COM
BABA
0.2%
SPONSORED ADS
VTR
0.2%
COM
COMM
0.2%
COM
GIS
0.19%
COM
ADM
0.18%
COM
EMR
0.18%
COM
LAMR
0.17%
CL A
EXG
0.12%
COM
ABBV
0.45%
COM
MCK
0.3%
COM
APU
0.2%
UNIT L P INT
KMI
0.18%
COM
QCOM
0.18%
COM
MCC
0.08%
COM