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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.
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Value
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Small
Growth
28
0
1
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1
0
14
1
2
FAMILY FIRM INC

Time Period2018-09-30

Total Holdings138

Total Value ($x1000)275,987
Activities
New8

Increased61

Unchanged10

Decreased59

Sold Out4

Top 10 Stock Holdingstotal 51.56%
IWW15.92

VEA8.03

BND6.45

STIP3.64

IVV3.6

 
IGE3.39

TIP3.33

AGG2.64

SCHB2.34

FLTR2.22

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Detail
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IWW
15.92%
RUS 3000 VAL ETF
VEA
8.03%
FTSE DEV MKT ETF
BND
6.45%
TOTAL BND MRKT
STIP
3.64%
0-5 YR TIPS ETF
IVV
3.6%
CORE S&P500 ETF
IGE
3.39%
NA NAT RES
TIP
3.33%
TIPS BD ETF
AGG
2.64%
CORE TOTUSBD ETF
SCHB
2.34%
US BRD MKT ETF
FLTR
2.22%
INVT GRADE FLTG
IGOV
1.68%
INTL TREA BD ETF
WIP
1.64%
DB INT GVT ETF
TOTL
1.53%
SPDR TR TACTIC
VNQ
1.53%
REIT ETF
IJS
1.51%
SP SMCP600VL ETF
VOOV
1.5%
500 VAL IDX FD
EFA
1.46%
MSCI EAFE ETF
IWB
1.27%
RUS 1000 ETF
IXC
1.25%
GLOBAL ENERG ETF
VTHR
1.18%
VNG RUS3000IDX
VSS
1.01%
FTSE SMCAP ETF
IVW
0.98%
S&P 500 GRWT ETF
IEV
0.96%
EUROPE ETF
VWO
0.89%
FTSE EMR MKT ETF
BHK
0.82%
SHS BEN INT
VDE
0.82%
ENERGY ETF
IJR
0.81%
CORE S&P SCP ETF
GIM
0.78%
COM
ICF
0.75%
COHEN&STEER REIT
RMT
0.74%
COM
GOOG
0.74%
CALL
AAPL
0.72%
COM
IEF
0.71%
7-10 Y TR BD ETF
IJH
0.71%
CORE S&P MCP ETF
IDU
0.7%
U.S. UTILITS ETF
IFGL
0.67%
INTL DEV RE ETF
GOOG
0.66%
CAP STK CL C
IJJ
0.61%
S&P MC 400VL ETF
FFC
0.61%
COM
EMF
0.56%
COM
SHY
0.51%
1-3 YR TR BD ETF
IJT
0.5%
SP SMCP600GR ETF
EEM
0.49%
MSCI EMG MKT ETF
IVE
0.44%
S&P 500 VAL ETF
EWC
0.44%
MSCI CDA ETF
IYG
0.44%
U.S. FIN SVC ETF
SCZ
0.44%
EAFE SML CP ETF
FAX
0.43%
COM
IYZ
0.4%
U.S. TELECOM ETF
BA
0.4%
COM
BRK.B
0.39%
CL B NEW
XME
0.37%
S&P METALS MNG
XOM
0.37%
COM
MRK
0.36%
COM
TLT
0.34%
20+ YR TR BD ETF
IBB
0.34%
NASDQ BIOTEC ETF
IJK
0.33%
S&P MC 400GR ETF
IWZ
0.32%
RUS 3000 GRW ETF
IWM
0.3%
RUSSELL 2000 ETF
IXJ
0.29%
GLOB HLTHCRE ETF
JNJ
0.28%
COM
UNP
0.25%
COM
VT
0.24%
TT WRLD ST ETF
ISHG
0.24%
3YRTB ETF
IXP
0.24%
GLOB TELECOM ETF
XLY
0.23%
SBI CONS DISCR
CVX
0.23%
COM
VBK
0.21%
SML CP GRW ETF
HD
0.21%
COM
WFC
0.21%
COM
ITF
0.21%
JAPAN LG-CAP ETF
XLF
0.19%
SBI INT-FINL
NVDA
0.19%
COM
MSFT
0.19%
COM
GUNR
0.18%
MORNSTAR UPSTR
IYK
0.18%
U.S. CNSM GD ETF
XLE
0.18%
SBI INT-ENERGY
XLV
0.18%
SBI HEALTHCARE
VO
0.17%
MID CAP ETF
CSCO
0.17%
COM
ITB
0.17%
US HOME CONS ETF
IGM
0.16%
N AMER TECH ETF
DIS
0.16%
COM DISNEY
XLP
0.16%
SBI CONS STPLS
EFV
0.16%
EAFE VALUE ETF
PEP
0.15%
COM
SUB
0.15%
SHT NTLAMTFR ETF
JPM
0.15%
COM
EPP
0.14%
MSCI PAC JP ETF
MMM
0.14%
COM
BAC
0.14%
COM
ABBV
0.14%
COM
CABO
0.14%
COM
BDX
0.14%
COM
IBM
0.14%
COM
NEOG
0.14%
COM
HON
0.14%
COM
XLI
0.14%
SBI INT-INDS
IXG
0.14%
GLOBAL FINLS ETF
EWZ
0.13%
MSCI BRZ CAP ETF
IEZ
0.13%
US OIL EQ&SV ETF
AET
0.13%
COM
MAR
0.12%
CL A
EWA
0.12%
MSCI AUST ETF
MSEX
0.12%
COM
COP
0.12%
COM
IHE
0.12%
U.S. PHARMA ETF
ACN
0.12%
SHS CLASS A
ABT
0.11%
COM
AMZN
0.11%
COM
MUAH
0.11%
19 AMT-FREE MN
T
0.1%
COM
COST
0.1%
COM
LOW
0.1%
COM
PNC
0.1%
COM
RTN
0.1%
COM NEW
PFE
0.1%
COM
VZ
0.1%
COM
GHC
0.09%
COM
PICK
0.09%
MSCI GBL ETF NEW
IYE
0.08%
U.S. ENERGY ETF
INTC
0.08%
COM
FNDA
0.08%
SCHWAB FDT US SC
PG
0.08%
COM
UNH
0.08%
COM
ADP
0.08%
COM
EBS
0.08%
COM
XLB
0.08%
SBI MATERIALS
YUM
0.08%
COM
AMGN
0.08%
COM
NOC
0.08%
COM
VPU
0.08%
UTILITIES ETF
JXI
0.08%
GLOB UTILITS ETF
EIDO
0.07%
MSCI INDONIA ETF
IWD
0.07%
RUS 1000 VAL ETF
NSC
0.07%
COM
DWDP
0.07%
COM
PSX
0.07%
COM
KRE
0.08%
S&P REGL BKG
SYY
0.08%
COM
LRCX
0.08%
COM
SLB
0.08%
COM