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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
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Small
Growth
5
1
0
0
2
0
5
2
0
CHARTIST INC CA

Time Period2018-03-31

Total Holdings35

Total Value ($x1000)213,830
Activities
New1

Increased1

Unchanged5

Decreased28

Sold Out3

Top 10 Stock Holdingstotal 94.61%
DIA27.99

SHW27.26

MDYG17.21

IWM13.35

QQQ5.95

 
AXDX0.69

KRE0.58

IJR0.55

XHB0.54

IYT0.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DIA
27.99%
UT SER 1
SHW
27.26%
COM
MDYG
17.21%
S&P 400 MDCP GRW
IWM
13.35%
RUSSELL 2000 ETF
QQQ
5.95%
UNIT SER 1
AXDX
0.69%
COM
KRE
0.58%
S&P REGL BKG
IJR
0.55%
CORE S&P SCP ETF
XHB
0.54%
S&P HOMEBUILD
IYT
0.49%
TRANS AVG ETF
KBE
0.46%
S&P BK ETF
XLI
0.44%
SBI INT-INDS
IWO
0.43%
RUS 2000 GRW ETF
VB
0.42%
SMALL CP ETF
VTI
0.32%
TOTAL STK MKT
IYM
0.31%
U.S. BAS MTL ETF
XLB
0.31%
SBI MATERIALS
AMZN
0.27%
COM
CEF
0.26%
CL A
VUG
0.25%
GROWTH ETF
VWO
0.23%
FTSE EMR MKT ETF
HD
0.17%
COM
SRE
0.15%
COM
ALL
0.14%
COM
STI
0.13%
COM
MINT
0.12%
ENHAN SHRT MAT
DIS
0.12%
COM DISNEY
PHM
0.12%
COM
CMCSA
0.11%
CL A
EQIX
0.11%
COM NEW
DHI
0.11%
COM
DFS
0.11%
COM
TJX
0.1%
COM
MSFT
0.1%
COM
LEN
0.1%
CL A
NJR
0.35%
COM
PEG
0.26%
COM
XLF
0.1%
SBI INT-FINL