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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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EXCELSIA INC

Time Period2015-06-30

Total Holdings18

Total Value ($x1000)47,485
Activities
New0

Increased9

Unchanged0

Decreased9

Sold Out7

Top 10 Stock Holdingstotal 87.57%
LQD20.95

DVY15.72

PKW11.79

AMLP11.33

VHT5.76

 
PTF5.55

BPL5.14

EFA4.36

XOM3.52

MOO3.45

-- hover over a symbol below for details --
SEC 13F
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Detail
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LQD
20.95%
IBOXX INV CP ETF
DVY
15.72%
SELECT DIVID ETF
PKW
11.79%
DYNA BUYBK ACH
AMLP
11.33%
ALERIAN MLP
VHT
5.76%
HEALTH CAR ETF
PTF
5.55%
TECH SECT PORT
BPL
5.14%
UNIT LTD PARTN
EFA
4.36%
MSCI EAFE ETF
XOM
3.52%
COM
MOO
3.45%
AGRIBUS ETF
POT
2.7%
COM
BX
2.49%
COM UNIT LTD
MWE
1.72%
UNIT LTD PARTN
GSK
1.46%
SPONSORED ADR
BHP
1.42%
SPONSORED ADR
GG
1.12%
COM
TGP
1.1%
PRTNRSP UNITS
GDX
0.42%
GOLD MINER ETF
SCHH
4.7%
US REIT ETF
FSC
4.55%
COM
PEP
2.85%
COM
CVX
2.46%
COM
RIO
2.36%
SPONSORED ADR
AEM
0.96%
COM
ABX
0.59%
COM