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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
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Value
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Growth
5
1
0
0
1
0
6
2
0
CHARTIST INC CA

Time Period2018-09-30

Total Holdings40

Total Value ($x1000)227,304
Activities
New3

Increased17

Unchanged4

Decreased16

Sold Out0

Top 10 Stock Holdingstotal 93.71%
DIA27.5

SHW27.15

MDYG16.66

IWM13.59

QQQ6.2

 
AXDX0.65

IJR0.55

KRE0.49

IYT0.47

XHB0.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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DIA
27.5%
UT SER 1
SHW
27.15%
COM
MDYG
16.66%
S&P 400 MDCP GRW
IWM
13.59%
RUSSELL 2000 ETF
QQQ
6.2%
UNIT SER 1
AXDX
0.65%
COM
IJR
0.55%
CORE S&P SCP ETF
KRE
0.49%
S&P REGL BKG
IYT
0.47%
TRANS AVG ETF
XHB
0.45%
S&P HOMEBUILD
IWO
0.43%
RUS 2000 GRW ETF
VUG
0.43%
GROWTH ETF
VB
0.41%
SMALL CP ETF
XLI
0.4%
SBI INT-INDS
KBE
0.39%
S&P BK ETF
VTI
0.36%
TOTAL STK MKT
AMZN
0.34%
COM
VBR
0.31%
SM CP VAL ETF
IYM
0.28%
U.S. BAS MTL ETF
XLB
0.27%
SBI MATERIALS
CEF
0.22%
CL A
DVY
0.21%
SELECT DIVID ETF
VWO
0.19%
FTSE EMR MKT ETF
HD
0.18%
COM
SCHG
0.15%
US LCAP GR ETF
SRE
0.15%
COM
RFG
0.15%
S&P MDCP400 PR
ALL
0.14%
COM
DIS
0.13%
COM DISNEY
TJX
0.12%
COM
STI
0.12%
COM
MSFT
0.11%
COM
MINT
0.11%
ENHAN SHRT MAT
CMCSA
0.11%
CL A
EQIX
0.11%
COM NEW
DFS
0.1%
COM
FOXA
0.1%
CL A
DHI
0.1%
COM
PYPL
0.09%
COM
PHM
0.09%
COM