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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
25
3
2
2
1
0
14
5
3
DONALD L HAGAN LLC

Time Period2018-03-31

Total Holdings79

Total Value ($x1000)119,850
Activities
New15

Increased28

Unchanged24

Decreased12

Sold Out7

Top 10 Stock Holdingstotal 58.4%
UPS12.6

AGG8.35

IWF7.69

IVV6.22

VGK5.08

 
IEMG4.87

LMBS4.72

IJR4.14

XOM3.07

EWJ1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UPS
12.6%
CL B
AGG
8.35%
CORE TOTUSBD ETF
IWF
7.69%
RUS 1000 GRW ETF
IVV
6.22%
CORE S&P500 ETF
VGK
5.08%
FTSE EUROPE ETF
IEMG
4.87%
CORE MSCI EMKT
LMBS
4.72%
FST LOW MTG ETF
IJR
4.14%
CORE S&P SCP ETF
XOM
3.07%
COM
EWJ
1.66%
MSCI JPN ETF NEW
CSCO
1.38%
COM
FDX
1.32%
COM
FLOT
1.24%
FLTG RATE BD ETF
FLIR
1.22%
COM
AAXJ
1.2%
MSCI AC ASIA ETF
DVY
1.19%
SELECT DIVID ETF
TSCO
1.19%
COM
ABC
1.15%
COM
TJX
1.14%
COM
OXY
1.13%
COM
GIS
1.11%
COM
CSFL
1.09%
COM
ADM
1.05%
COM
QCOM
1.01%
COM
EXPD
1%
COM
AAPL
1%
COM
APA
0.99%
COM
SLB
0.96%
COM
HEWJ
0.96%
HDG MSCI JAPAN
CAH
0.94%
COM
K
0.89%
COM
MCK
0.82%
COM
AMT
0.79%
COM
CHRW
0.7%
COM NEW
IDCC
0.69%
COM
PSA
0.69%
COM
COG
0.68%
COM
TSN
0.66%
CL A
MINT
0.62%
ENHAN SHRT MAT
MU
0.61%
COM
LOW
0.6%
COM
T
0.57%
COM
MSFT
0.57%
COM
JNJ
0.56%
COM
OMI
0.52%
COM
HCN
0.52%
COM
MNRO
0.52%
COM
VTR
0.51%
COM
BA
0.41%
COM
GOOGL
0.39%
CAP STK CL A
IWN
0.38%
RUS 2000 VAL ETF
NEE
0.38%
COM
DE
0.38%
COM
VZ
0.36%
COM
BRK.B
0.36%
CL B NEW
BMY
0.35%
COM
HON
0.34%
COM
PG
0.29%
COM
DIA
0.28%
UT SER 1
BX
0.27%
COM UNIT LTD
MO
0.26%
COM
JPM
0.26%
COM
COO
0.25%
COM NEW
UNP
0.25%
COM
PEP
0.24%
COM
CINF
0.23%
COM
IWD
0.22%
RUS 1000 VAL ETF
IWO
0.21%
RUS 2000 GRW ETF
GOOG
0.21%
CAP STK CL C
CVX
0.2%
COM
BIDU
0.19%
SPON ADR REP A
KO
0.18%
COM
NSC
0.18%
COM
FXL
0.17%
TECH ALPHADEX
INTC
0.17%
COM
YEXT
0.16%
COM
CSQ
0.11%
COM SH BEN INT
NVTA
0.08%
COM
SGYP
0.05%
COM NEW
KSS
1.26%
COM
HAL
1.09%
COM
BEN
0.99%
COM
TROW
0.92%
COM
IVZ
0.88%
SHS
SPY
0.32%
TR UNIT
FB
0.32%
CL A