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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
5
1
1
0
2
0
5
2
0
CHARTIST INC CA

Time Period2017-12-31

Total Holdings37

Total Value ($x1000)225,921
Activities
New6

Increased1

Unchanged3

Decreased27

Sold Out0

Top 10 Stock Holdingstotal 94.12%
DIA28.17

SHW27.11

MDYG17.12

IWM13.28

QQQ5.56

 
AXDX0.75

XHB0.57

KRE0.55

IJR0.53

IYT0.48

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DIA
28.17%
UT SER 1
SHW
27.11%
COM
MDYG
17.12%
S&P 400 MDCP GRW
IWM
13.28%
RUSSELL 2000 ETF
QQQ
5.56%
UNIT SER 1
AXDX
0.75%
COM
XHB
0.57%
S&P HOMEBUILD
KRE
0.55%
S&P REGL BKG
IJR
0.53%
CORE S&P SCP ETF
IYT
0.48%
TRANS AVG ETF
KBE
0.45%
S&P BK ETF
XLI
0.44%
SBI INT-INDS
VB
0.42%
SMALL CP ETF
IWO
0.41%
RUS 2000 GRW ETF
NJR
0.35%
COM
IYM
0.32%
U.S. BAS MTL ETF
XLB
0.32%
SBI MATERIALS
VTI
0.31%
TOTAL STK MKT
PEG
0.26%
COM
VUG
0.24%
GROWTH ETF
AMZN
0.21%
COM
VWO
0.21%
FTSE EMR MKT ETF
SRE
0.18%
COM
HD
0.18%
COM
CEF
0.18%
CL A
ALL
0.15%
COM
CMCSA
0.13%
CL A
PHM
0.13%
COM
DHI
0.12%
COM
DIS
0.12%
COM DISNEY
EQIX
0.12%
COM NEW
STI
0.12%
COM
MINT
0.11%
ENHAN SHRT MAT
DFS
0.11%
COM
LEN
0.1%
CL A
XLF
0.1%
SBI INT-FINL
TJX
0.09%
COM