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Stock Style
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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
22
2
4
0
2
1
13
0
1
CLEARY GULL HOLDINGS INC

Time Period2016-03-31

Total Holdings97

Total Value ($x1000)147,617
Activities
New13

Increased19

Unchanged49

Decreased16

Sold Out26

Top 10 Stock Holdingstotal 91.37%
PCEF27.55

IWB18.84

VOE15.44

EFA12.11

ACWX4.67

 
IWR3.49

BTZ2.73

IWF2.45

VTI2.4

PFF1.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PCEF
27.55%
CEF INC COMPST
IWB
18.84%
RUS 1000 ETF
VOE
15.44%
MCAP VL IDXVIP
EFA
12.11%
MSCI EAFE ETF
ACWX
4.67%
MSCI ACWI US ETF
IWR
3.49%
RUS MID-CAP ETF
BTZ
2.73%
COM
IWF
2.45%
RUS 1000 GRW ETF
VTI
2.4%
TOTAL STK MKT
PFF
1.69%
U.S. PFD STK ETF
SPY
1.64%
TR UNIT
IWD
1.18%
RUS 1000 VAL ETF
MDY
0.64%
UTSER1 S&PDCRP
IVV
0.51%
CORE S&P500 ETF
VXUS
0.43%
VG TL INTL STK F
RLY
0.42%
MULT ASS RLRTN
NUV
0.31%
COM
IEF
0.24%
7-10 Y TR BD ETF
JCI
0.23%
COM
JKHY
0.23%
COM
GVI
0.19%
INTRM GOV/CR ETF
VUG
0.18%
GROWTH ETF
IWM
0.17%
RUSSELL 2000 ETF
RPM
0.16%
COM
AAPL
0.14%
COM
BRK.B
0.14%
CL B NEW
USMV
0.13%
USA MIN VOL ETF
WEC
0.11%
COM
NIO
0.1%
COM
PG
0.09%
COM
T
0.09%
COM
IVW
0.09%
S&P 500 GRWT ETF
VWO
0.09%
FTSE EMR MKT ETF
VIG
0.08%
DIV APP ETF
VNQI
0.07%
GLB EX US ETF
BCS/PD
0.07%
ADR PFD SR 5
VSS
0.05%
FTSE SMCAP ETF
EMB
0.04%
JP MOR EM MK ETF
JNJ
0.04%
COM
FISV
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
TGT
0.04%
COM
JPM
0.04%
COM
GE
0.03%
COM
PBCT
0.03%
COM
CPGX
0.03%
COM
CVX
0.03%
COM
MSFT
0.02%
COM
UTX
0.02%
COM
LOW
0.02%
COM
USB
0.02%
COM NEW
MMM
0.02%
COM
AVGO
0.02%
SHS
ABBV
0.02%
COM
INTC
0.02%
COM
MUB
0.02%
NAT AMT FREE BD
UNH
0.02%
COM
MCD
0.02%
COM
DIS
0.02%
COM DISNEY
PSX
0.02%
COM
CSCO
0.02%
COM
SLB
0.01%
COM
CIU
0.01%
INTERM CR BD ETF
SGOL
0.01%
SHS
AXP
0.01%
COM
XOM
0.01%
COM
F
0.01%
COM PAR $0.01
CSJ
0.01%
1-3 YR CR BD ETF
CAT
0.01%
COM
BLK
0.01%
COM
BPL
0.01%
UNIT LTD PARTN
QQQ
0.01%
UNIT SER 1
MBB
0.01%
MBS ETF
CMO
0.01%
COM NO PAR
CAH
0.01%
COM
SCHB
0.01%
US BRD MKT ETF
GILD
0.01%
COM
CELG
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
RDS/A
0.01%
SPONS ADR A
ACWI
< 0.01%
MSCI ACWI ETF
SBUX
< 0.01%
COM
IEI
< 0.01%
3-7 YR TR BD ETF
CMD
< 0.01%
COM
SHY
< 0.01%
1-3 YR TR BD ETF
HYG
< 0.01%
IBOXX HI YD ETF
PEG
< 0.01%
COM
VOO
< 0.01%
SHS
MWA
< 0.01%
COM SER A
RXN
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
O
< 0.01%
COM
TIME
< 0.01%
COM
EXC
< 0.01%
COM
PCRX
0.01%
COM
NFLX
0.01%
COM
SAVE
0.01%
COM
ALGT
0.01%
COM
GIL
0.01%
COM
CF
0.01%
COM
LGIH
0.01%
COM
PAYC
< 0.01%
COM
ALNY
< 0.01%
COM
EPAM
< 0.01%
COM
CSGP
< 0.01%
COM
PFPT
< 0.01%
COM
PRLB
< 0.01%
COM
DOOR
< 0.01%
COM
AAC
< 0.01%
COM
FRC
< 0.01%
COM
FRGI
< 0.01%
COM
IOTS
< 0.01%
COM
TAST
< 0.01%
COM
PSTG
< 0.01%
CL A
NVEE
< 0.01%
COM
KRNT
< 0.01%
SHS
SSE
< 0.01%
COM
COH
< 0.01%
COM