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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
20
3
3
2
0
0
13
3
3
DONALD L HAGAN LLC

Time Period2018-12-31

Total Holdings76

Total Value ($x1000)108,167
Activities
New12

Increased19

Unchanged21

Decreased24

Sold Out19

Top 10 Stock Holdingstotal 54.21%
UPS12.85

FTSM7.37

IVV6.59

VIG6.19

IWF4.86

 
IEMG4.55

AGG3.81

EZU3.63

EWJ2.45

IWD1.91

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UPS
12.85%
CL B
FTSM
7.37%
FIRST TR ENH NEW
IVV
6.59%
CORE S&P500 ETF
VIG
6.19%
DIV APP ETF
IWF
4.86%
RUS 1000 GRW ETF
IEMG
4.55%
CORE MSCI EMKT
AGG
3.81%
CORE TOTUSBD ETF
EZU
3.63%
EMU ETF
EWJ
2.45%
MSCI JPN ETF NEW
IWD
1.91%
RUS 1000 VAL ETF
XOM
1.82%
COM
XLV
1.7%
SBI HEALTHCARE
FDX
1.48%
COM
UCON
1.47%
TCW UNCONSTRAI
FLOT
1.4%
FLTG RATE BD ETF
AMT
1.38%
COM
KO
1.31%
COM
TJX
1.28%
COM
INGR
1.26%
COM
K
1.25%
COM
DVY
1.24%
SELECT DIVID ETF
PSA
1.22%
COM
QCOM
1.18%
COM
TSCO
1.14%
COM
ABC
1.12%
COM
ADM
1.12%
COM
TROW
1.05%
COM
COG
1.04%
COM
BLK
0.96%
COM
CSFL
0.96%
COM
STWD
0.95%
COM
XLE
0.91%
SBI INT-ENERGY
CSCO
0.91%
COM
SU
0.87%
COM
OXY
0.86%
COM
AAPL
0.85%
COM
CHRW
0.72%
COM NEW
MSFT
0.72%
COM
VTR
0.7%
COM
IDCC
0.7%
COM
MINT
0.69%
ENHAN SHRT MAT
JNJ
0.63%
COM
MNRO
0.54%
COM
BG
0.52%
COM
T
0.49%
COM
FXL
0.49%
TECH ALPHADEX
EV
0.48%
COM NON VTG
NEE
0.45%
COM
BA
0.44%
COM
VZ
0.43%
COM
BRK.B
0.4%
CL B NEW
FXH
0.39%
HLTH CARE ALPH
IWN
0.37%
RUS 2000 VAL ETF
PG
0.36%
COM
GOOGL
0.33%
CAP STK CL A
FXO
0.33%
FINLS ALPHADEX
BMY
0.32%
COM
COO
0.31%
COM NEW
DIA
0.3%
UT SER 1
FXG
0.3%
CONSUMR STAPLE
HON
0.29%
COM
DE
0.29%
COM
BX
0.28%
COM UNIT LTD
PEP
0.27%
COM
CINF
0.26%
COM
SPY
0.26%
TR UNIT
JPM
0.25%
COM
GOOG
0.25%
CAP STK CL C
MO
0.23%
COM
SO
0.23%
COM
CVX
0.22%
COM
IWO
0.22%
RUS 2000 GRW ETF
EFA
0.19%
MSCI EAFE ETF
AMGN
0.19%
COM
FXN
0.14%
ENERGY ALPHADX
CSQ
0.11%
COM SH BEN INT
IJR
5.32%
CORE S&P SCP ETF
HEZU
4.46%
CUR HDG MS EMU
EWC
1.43%
MSCI CDA ETF
APA
1.2%
COM
GIS
1.02%
COM
CAH
0.98%
COM
SLB
0.87%
COM
HAL
0.87%
COM
TSN
0.83%
CL A
MCK
0.73%
COM
EWU
0.72%
MSCI UK ETF NEW
LMBS
0.7%
FST LOW MTG ETF
OMI
0.54%
COM
FXD
0.26%
CONSUMR DISCRE
AMZN
0.2%
COM
FXR
0.2%
INDLS PROD DUR
BIDU
0.18%
SPON ADR REP A
V
0.17%
COM CL A
EPD
0.16%
COM