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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
24
3
3
3
0
0
14
2
3
DONALD L HAGAN LLC

Time Period2018-09-30

Total Holdings83

Total Value ($x1000)128,488
Activities
New11

Increased21

Unchanged20

Decreased31

Sold Out11

Top 10 Stock Holdingstotal 52.88%
UPS12.96

FTSM6.59

IWF5.82

IVV5.49

IJR5.32

 
HEZU4.46

VIG3.84

XOM3.06

IEMG3.02

EWJ2.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UPS
12.96%
CL B
FTSM
6.59%
FIRST TR ENH NEW
IWF
5.82%
RUS 1000 GRW ETF
IVV
5.49%
CORE S&P500 ETF
IJR
5.32%
CORE S&P SCP ETF
HEZU
4.46%
CUR HDG MS EMU
VIG
3.84%
DIV APP ETF
XOM
3.06%
COM
IEMG
3.02%
CORE MSCI EMKT
EWJ
2.32%
MSCI JPN ETF NEW
UCON
1.89%
TCW UNCONSTRAI
CSCO
1.5%
COM
AGG
1.45%
CORE TOTUSBD ETF
TSCO
1.43%
COM
EWC
1.43%
MSCI CDA ETF
TJX
1.37%
COM
FDX
1.27%
COM
QCOM
1.26%
COM
FLOT
1.21%
FLTG RATE BD ETF
ABC
1.21%
COM
APA
1.2%
COM
ADM
1.18%
COM
DVY
1.17%
SELECT DIVID ETF
KO
1.09%
COM
AMT
1.08%
COM
CSFL
1.07%
COM
GIS
1.02%
COM
AAPL
1%
COM
OXY
0.99%
COM
CAH
0.98%
COM
K
0.92%
COM
INGR
0.89%
COM
COG
0.89%
COM
SLB
0.87%
COM
STWD
0.87%
COM
HAL
0.87%
COM
TSN
0.83%
CL A
MCK
0.73%
COM
EWU
0.72%
MSCI UK ETF NEW
IDCC
0.72%
COM
LMBS
0.7%
FST LOW MTG ETF
MSFT
0.68%
COM
PSA
0.67%
COM
MNRO
0.64%
COM
FXL
0.61%
TECH ALPHADEX
JNJ
0.57%
COM
VTR
0.55%
COM
OMI
0.54%
COM
T
0.48%
COM
BA
0.43%
COM
IWN
0.39%
RUS 2000 VAL ETF
NEE
0.36%
COM
BRK.B
0.35%
CL B NEW
VZ
0.35%
COM
BMY
0.33%
COM
GOOGL
0.32%
CAP STK CL A
FXH
0.31%
HLTH CARE ALPH
HON
0.31%
COM
BX
0.3%
COM UNIT LTD
DIA
0.29%
UT SER 1
COO
0.29%
COM NEW
PG
0.27%
COM
FXD
0.26%
CONSUMR DISCRE
DE
0.25%
COM
JPM
0.25%
COM
GOOG
0.24%
CAP STK CL C
IWO
0.23%
RUS 2000 GRW ETF
PEP
0.23%
COM
FXG
0.23%
CONSUMR STAPLE
MO
0.23%
COM
CINF
0.22%
COM
IWD
0.21%
RUS 1000 VAL ETF
EFA
0.21%
MSCI EAFE ETF
CVX
0.2%
COM
AMZN
0.2%
COM
FXR
0.2%
INDLS PROD DUR
SO
0.19%
COM
BIDU
0.18%
SPON ADR REP A
AMGN
0.17%
COM
V
0.17%
COM CL A
EPD
0.16%
COM
FXN
0.14%
ENERGY ALPHADX
CSQ
0.12%
COM SH BEN INT
AAXJ
1.06%
MSCI AC ASIA ETF
LOW
0.66%
COM
MINT
0.62%
ENHAN SHRT MAT
HCN
0.6%
COM
MU
0.3%
COM
FXO
0.26%
FINLS ALPHADEX
UNP
0.21%
COM
NSC
0.19%
COM
TPIV
0.08%
COM PAR
NVTA
0.06%
COM
SGYP
0.03%
COM NEW