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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 Period2018-12-31

Total Holdings18

Total Value ($x1000)86,674
Activities
New4

Increased4

Unchanged2

Decreased8

Sold Out5

Top 10 Stock Holdingstotal 89.26%
IVV15.05

IWV12.98

JPST12.73

SCPB12.49

MINT11.29

 
IWF8.53

VO8.52

SPY3.01

2.55

BKLN2.11

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SEC 13F
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IVV
15.05%
CORE S&P500 ETF
IWV
12.98%
RUSSELL 3000 ETF
JPST
12.73%
ULTRA SHRT INC
SCPB
12.49%
BARC SHT TR CP
MINT
11.29%
ENHAN SHRT MAT
IWF
8.53%
RUS 1000 GRW ETF
VO
8.52%
MID CAP ETF
SPY
3.01%
TR UNIT
POWERSHA...
2.55%
COM
BKLN
2.11%
SR LN ETF
THRK
1.82%
RUSSELL 3000 ETF
ONEK
1.82%
RUSSELL 1000 ETF
BIV
1.66%
INTERMED TERM
SNLN
1.6%
HI LD IBOXX SRLN
VTI
1.56%
TOTAL STK MKT
SLYV
1.2%
S&P 600 SMCP VAL
SHM
0.6%
NUVN BR SHT MUNI
SUB
0.49%
SHT NTLAMTFR ETF
IJH
5.73%
CORE S&P MCP ETF
RSCO
3.67%
SM CAP COMPLETE
VWO
1.6%
FTSE EMR MKT ETF
AGG
0.82%
CORE TOTUSBD ETF
LAG
0.37%
BRCLYS AGG ETF