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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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COMPASS FINANCIAL GROUP INC

Time Period2019-03-31

Total Holdings20

Total Value ($x1000)101,085
Activities
New3

Increased9

Unchanged2

Decreased6

Sold Out1

Top 10 Stock Holdingstotal 87.74%
IVV14.46

IWV12.5

SCPB11.13

JPST11.01

MINT10.16

 
VO8.39

IWF8.34

GMM6.32

SPY2.99

PRF2.44

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
14.46%
CORE S&P500 ETF
IWV
12.5%
RUSSELL 3000 ETF
SCPB
11.13%
BARC SHT TR CP
JPST
11.01%
ULTRA SHRT INC
MINT
10.16%
ENHAN SHRT MAT
VO
8.39%
MID CAP ETF
IWF
8.34%
RUS 1000 GRW ETF
GMM
6.32%
EMERG MKTS ETF
SPY
2.99%
TR UNIT
PRF
2.44%
FTSE RAFI 1000
BKLN
1.93%
SR LN ETF
ONEK
1.8%
RUSSELL 1000 ETF
THRK
1.79%
RUSSELL 3000 ETF
VTI
1.5%
TOTAL STK MKT
BIV
1.47%
INTERMED TERM
SNLN
1.45%
HI LD IBOXX SRLN
SLYV
1.15%
S&P 600 SMCP VAL
SHM
0.52%
NUVN BR SHT MUNI
SUB
0.42%
SHT NTLAMTFR ETF
LAG
0.23%
BRCLYS AGG ETF
POWERSHA...
2.55%
COM