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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
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26
0
1
1
1
0
12
2
1
FAMILY FIRM INC

Time Period2018-03-31

Total Holdings133

Total Value ($x1000)256,840
Activities
New10

Increased64

Unchanged13

Decreased46

Sold Out5

Top 10 Stock Holdingstotal 52.74%
IWW16.09

VEA8.51

BND6.71

TIP3.69

STIP3.62

 
IVV3.5

IGE3.5

AGG2.82

FLTR2.35

IGOV1.95

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SEC 13F
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Detail
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IWW
16.09%
RUS 3000 VAL ETF
VEA
8.51%
FTSE DEV MKT ETF
BND
6.71%
TOTAL BND MRKT
TIP
3.69%
TIPS BD ETF
STIP
3.62%
0-5 YR TIPS ETF
IVV
3.5%
CORE S&P500 ETF
IGE
3.5%
NA NAT RES
AGG
2.82%
CORE TOTUSBD ETF
FLTR
2.35%
INVT GRADE FLTG
IGOV
1.95%
INTL TREA BD ETF
WIP
1.91%
DB INT GVT ETF
EFA
1.68%
MSCI EAFE ETF
VNQ
1.59%
REIT ETF
VOOV
1.58%
500 VAL IDX FD
IJS
1.56%
SP SMCP600VL ETF
SCHB
1.46%
US BRD MKT ETF
TOTL
1.41%
SPDR TR TACTIC
IXC
1.3%
GLOBAL ENERG ETF
VSS
1.27%
FTSE SMCAP ETF
VTHR
1.11%
VNG RUS3000IDX
IWB
1.01%
RUS 1000 ETF
IEV
0.95%
EUROPE ETF
IVW
0.95%
S&P 500 GRWT ETF
VWO
0.92%
FTSE EMR MKT ETF
BHK
0.81%
SHS BEN INT
ICF
0.81%
COHEN&STEER REIT
IJR
0.78%
CORE S&P SCP ETF
VDE
0.74%
ENERGY ETF
RMT
0.73%
COM
IJH
0.69%
CORE S&P MCP ETF
IFGL
0.69%
INTL DEV RE ETF
GIM
0.67%
COM
SCHA
0.66%
US SML CAP ETF
IDU
0.65%
U.S. UTILITS ETF
AAPL
0.65%
COM
IJJ
0.64%
S&P MC 400VL ETF
FFC
0.62%
COM
EEM
0.6%
MSCI EMG MKT ETF
FAX
0.54%
COM
IEF
0.53%
7-10 Y TR BD ETF
EMF
0.52%
COM
SCZ
0.49%
EAFE SML CP ETF
IYG
0.49%
U.S. FIN SVC ETF
SHY
0.49%
1-3 YR TR BD ETF
IJT
0.47%
SP SMCP600GR ETF
IWM
0.43%
RUSSELL 2000 ETF
XME
0.42%
S&P METALS MNG
EWC
0.4%
MSCI CDA ETF
IVE
0.4%
S&P 500 VAL ETF
BRK.B
0.37%
CL B NEW
XOM
0.36%
COM
IBB
0.34%
NASDQ BIOTEC ETF
IJK
0.33%
S&P MC 400GR ETF
JNJ
0.31%
COM
IXJ
0.31%
GLOB HLTHCRE ETF
MRK
0.31%
COM
IWZ
0.3%
RUS 3000 GRW ETF
BA
0.27%
COM
XLY
0.26%
SBI CONS DISCR
IYZ
0.26%
U.S. TELECOM ETF
TLT
0.25%
20+ YR TR BD ETF
VT
0.25%
TT WRLD ST ETF
CVX
0.23%
COM
IWF
0.23%
RUS 1000 GRW ETF
WFC
0.23%
COM
VBK
0.23%
SML CP GRW ETF
UNP
0.23%
COM
IXP
0.21%
GLOB TELECOM ETF
HD
0.21%
COM
EFV
0.2%
EAFE VALUE ETF
MSFT
0.19%
COM
GUNR
0.19%
MORNSTAR UPSTR
SUB
0.19%
SHT NTLAMTFR ETF
ITF
0.18%
JAPAN LG-CAP ETF
XLF
0.18%
SBI INT-FINL
NVDA
0.18%
COM
VO
0.17%
MID CAP ETF
IBM
0.17%
COM
ISHG
0.17%
3YRTB ETF
ABBV
0.17%
COM
PEP
0.16%
COM
CSCO
0.16%
COM
MMM
0.16%
COM
XLV
0.16%
SBI HEALTHCARE
IGM
0.16%
N AMER TECH ETF
EPP
0.15%
MSCI PAC JP ETF
BAC
0.15%
COM
DIS
0.15%
COM DISNEY
XLP
0.15%
SBI CONS STPLS
IXG
0.15%
GLOBAL FINLS ETF
MAR
0.14%
CL A
NEOG
0.14%
COM
JPM
0.14%
COM
XLE
0.14%
SBI INT-ENERGY
IHE
0.14%
U.S. PHARMA ETF
XLI
0.14%
SBI INT-INDS
PG
0.14%
COM
BDX
0.13%
COM
VBR
0.13%
SM CP VAL ETF
EWZ
0.12%
MSCI BRZ CAP ETF
RTN
0.12%
COM NEW
HON
0.12%
COM
CABO
0.12%
COM
MUAH
0.11%
19 AMT-FREE MN
AET
0.11%
COM
VZ
0.11%
COM
AMZN
0.11%
COM
PNC
0.11%
COM
T
0.1%
COM
IYE
0.1%
U.S. ENERGY ETF
GHC
0.1%
COM
ABT
0.1%
COM
MSEX
0.1%
COM
COP
0.1%
COM
NOC
0.1%
COM
PFE
0.1%
COM
ACN
0.1%
SHS CLASS A
IYK
0.1%
U.S. CNSM GD ETF
LRCX
0.1%
COM
IWD
0.1%
RUS 1000 VAL ETF
IEZ
0.1%
US OIL EQ&SV ETF
EWA
0.09%
MSCI AUST ETF
INTC
0.09%
COM
COST
0.09%
COM
ITB
0.09%
US HOME CONS ETF
GE
0.09%
COM
ILF
0.09%
LATN AMER 40 ETF
YUM
0.08%
COM
IGF
0.08%
GLB INFRASTR ETF
XLB
0.08%
SBI MATERIALS
LOW
0.08%
COM
ADP
0.08%
COM
KRE
0.08%
S&P REGL BKG
DWDP
0.16%
COM
MCK
0.12%
COM
TROW
0.11%
COM
ORCL
0.08%
COM
UNH
0.08%
COM