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
1
1
0
0
0
0
6
1
0
CHARTIST INC CA

Time Period2018-12-31

Total Holdings29

Total Value ($x1000)51,789
Activities
New0

Increased1

Unchanged4

Decreased24

Sold Out11

Top 10 Stock Holdingstotal 87.22%
SHW49.05

DIA25.73

IWM2.07

MDYG1.8

KRE1.65

 
AXDX1.44

XLI1.38

XHB1.38

VB1.37

IWO1.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SHW
49.05%
COM
DIA
25.73%
UT SER 1
IWM
2.07%
RUSSELL 2000 ETF
MDYG
1.8%
S&P 400 MDCP GRW
KRE
1.65%
S&P REGL BKG
AXDX
1.44%
COM
XLI
1.38%
SBI INT-INDS
XHB
1.38%
S&P HOMEBUILD
VB
1.37%
SMALL CP ETF
IWO
1.35%
RUS 2000 GRW ETF
KBE
1.15%
S&P BK ETF
AMZN
1.14%
COM
CEF
1.04%
CL A
IYM
0.96%
U.S. BAS MTL ETF
XLB
0.91%
SBI MATERIALS
QQQ
0.9%
UNIT SER 1
VWO
0.73%
FTSE EMR MKT ETF
HD
0.65%
COM
SCHG
0.62%
US LCAP GR ETF
DIS
0.51%
COM DISNEY
VTI
0.51%
TOTAL STK MKT
DVY
0.51%
SELECT DIVID ETF
ALL
0.49%
COM
MINT
0.49%
ENHAN SHRT MAT
FOXA
0.46%
CL A
CMCSA
0.45%
CL A
TJX
0.44%
COM
VBR
0.41%
SM CP VAL ETF
PHM
0.41%
COM
IJR
0.55%
CORE S&P SCP ETF
IYT
0.47%
TRANS AVG ETF
VUG
0.43%
GROWTH ETF
SRE
0.15%
COM
RFG
0.15%
S&P MDCP400 PR
MSFT
0.11%
COM
STI
0.12%
COM
EQIX
0.11%
COM NEW
DFS
0.1%
COM
DHI
0.1%
COM
PYPL
0.09%
COM