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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
27
5
4
1
3
0
14
2
2
COMMUNITY FINANCIAL SERVICES GROUP LLC

Time Period2019-03-31

Total Holdings87

Total Value ($x1000)293,683
Activities
New5

Increased51

Unchanged23

Decreased8

Sold Out6

Top 10 Stock Holdingstotal 42.47%
SPY6.52

MSFT5.08

VOT4.98

IJT4.62

VTV4.6

 
CSCO4.37

PFE3.19

WHR3.09

COST3.02

GLW3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
6.52%
TR UNIT
MSFT
5.08%
COM
VOT
4.98%
MCAP GR IDXVIP
IJT
4.62%
SP SMCP600GR ETF
VTV
4.6%
VALUE ETF
CSCO
4.37%
COM
PFE
3.19%
COM
WHR
3.09%
COM
COST
3.02%
COM
GLW
3%
COM
PG
2.88%
COM
BA
2.79%
COM
EMR
2.73%
COM
SCHW
2.64%
COM
VTR
2.62%
COM
IBB
2.6%
NASDQ BIOTEC ETF
AAPL
2.36%
COM
RDS/A
2.35%
SPONS ADR A
CBU
2.35%
COM
VZ
2.29%
COM
VLO
2.25%
COM
EWBC
2.13%
COM
DGS
2.09%
EMG MKTS SMCAP
TSM
2.07%
SPONSORED ADR
GSK
2.06%
SPONSORED ADR
WY
1.95%
COM
DUK
1.46%
COM NEW
JNJ
1.32%
COM
FTS
1.2%
COM
INTC
1.18%
COM
GOOG
1.05%
CAP STK CL C
TRI
0.98%
COM NEW
CINF
0.92%
COM
WMT
0.87%
COM
KO
0.83%
COM
TOT
0.78%
SPONSORED ADR
BGS
0.65%
COM
ABBV
0.44%
COM
ABT
0.44%
COM
MMM
0.44%
COM
CVX
0.38%
COM
NKE
0.37%
CL B
VCSH
0.35%
SHRT TRM CORP BD
NEE
0.26%
COM
QQQ
0.26%
UNIT SER 1
XOM
0.24%
COM
T
0.23%
COM
DSI
0.23%
MSCI KLD400 SOC
BSV
0.2%
SHORT TRM BOND
VO
0.2%
MID CAP ETF
VEA
0.2%
FTSE DEV MKT ETF
IJR
0.18%
CORE S&P SCP ETF
XLNX
0.17%
COM
CW
0.16%
COM
ITW
0.16%
COM
BAX
0.16%
COM
WM
0.15%
COM
IBM
0.15%
COM
VDC
0.14%
CONSUM STP ETF
CNP
0.14%
COM
WRB
0.14%
COM
XLV
0.13%
SBI HEALTHCARE
ORCL
0.13%
COM
QCOM
0.12%
COM
WWW
0.11%
COM
AMGN
0.11%
COM
BIP
0.11%
LP INT UNIT
MDT
0.1%
SHS
FSLR
0.1%
COM
WU
0.1%
COM
EEMV
0.09%
EM MK MINVOL ETF
FXI
0.09%
CHINA LG-CAP ETF
AFL
0.09%
COM
RL
0.09%
CL A
IFF
0.09%
COM
IWZ
0.08%
RUS 3000 GRW ETF
JPM
0.08%
COM
SYF
0.08%
COM
TRV
0.08%
COM
BWA
0.08%
COM
FNV
0.08%
COM
UTX
0.08%
COM
UNB
0.08%
COM
AXP
0.07%
COM
AAP
0.07%
COM
SAND
0.06%
COM NEW
IIM
0.05%
COM
ERJ
2.28%
SP ADR REP 4 COM
HMC
0.59%
AMERN SHS
MELI
0.5%
COM
XLF
0.09%
SBI INT-FINL
BIIB
0.08%
COM
GE
0.03%
COM