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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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Market Cap
Large
Value
Mid
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Small
Growth
28
0
1
1
1
0
14
2
1
FAMILY FIRM INC

Time Period2017-12-31

Total Holdings128

Total Value ($x1000)251,979
Activities
New13

Increased60

Unchanged9

Decreased46

Sold Out9

Top 10 Stock Holdingstotal 53.45%
IWW16.42

VEA8.88

BND6.6

IVV3.72

TIP3.66

 
IGE3.56

STIP3.54

AGG2.88

FLTR2.37

WIP1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IWW
16.42%
RUS 3000 VAL ETF
VEA
8.88%
FTSE DEV MKT ETF
BND
6.6%
TOTAL BND MRKT
IVV
3.72%
CORE S&P500 ETF
TIP
3.66%
TIPS BD ETF
IGE
3.56%
NA NAT RES
STIP
3.54%
0-5 YR TIPS ETF
AGG
2.88%
CORE TOTUSBD ETF
FLTR
2.37%
INVT GRADE FLTG
WIP
1.82%
DB INT GVT ETF
IGOV
1.79%
INTL TREA BD ETF
EFA
1.75%
MSCI EAFE ETF
VNQ
1.63%
REIT ETF
VOOV
1.6%
500 VAL IDX FD
IJS
1.56%
SP SMCP600VL ETF
IXC
1.39%
GLOBAL ENERG ETF
TOTL
1.35%
SPDR TR TACTIC
SCHB
1.33%
US BRD MKT ETF
VSS
1.33%
FTSE SMCAP ETF
VTHR
1.17%
VNG RUS3000IDX
IWB
1.11%
RUS 1000 ETF
IEV
1.02%
EUROPE ETF
VWO
0.96%
FTSE EMR MKT ETF
IVW
0.95%
S&P 500 GRWT ETF
VDE
0.91%
ENERGY ETF
ICF
0.86%
COHEN&STEER REIT
IJR
0.84%
CORE S&P SCP ETF
BHK
0.76%
SHS BEN INT
RMT
0.74%
COM
IJH
0.73%
CORE S&P MCP ETF
GIM
0.71%
COM
SCHA
0.68%
US SML CAP ETF
EEM
0.61%
MSCI EMG MKT ETF
IJJ
0.6%
S&P MC 400VL ETF
FFC
0.59%
COM
AAPL
0.58%
COM
EMF
0.54%
COM
IYG
0.54%
U.S. FIN SVC ETF
XOM
0.52%
COM
SHY
0.5%
1-3 YR TR BD ETF
FAX
0.5%
COM
IJT
0.5%
SP SMCP600GR ETF
SCZ
0.49%
EAFE SML CP ETF
IEF
0.46%
7-10 Y TR BD ETF
IDU
0.45%
U.S. UTILITS ETF
IVE
0.42%
S&P 500 VAL ETF
XME
0.42%
S&P METALS MNG
EWC
0.4%
MSCI CDA ETF
BRK.B
0.37%
CL B NEW
CVX
0.36%
COM
IJK
0.35%
S&P MC 400GR ETF
IBB
0.34%
NASDQ BIOTEC ETF
JNJ
0.33%
COM
MRK
0.32%
COM
IXJ
0.32%
GLOB HLTHCRE ETF
IWZ
0.31%
RUS 3000 GRW ETF
IWM
0.31%
RUSSELL 2000 ETF
WFC
0.27%
COM
XLY
0.27%
SBI CONS DISCR
VT
0.25%
TT WRLD ST ETF
BA
0.25%
COM
UNP
0.23%
COM
VBK
0.23%
SML CP GRW ETF
HD
0.22%
COM
MMM
0.21%
COM
ITF
0.21%
JAPAN LG-CAP ETF
EFV
0.21%
EAFE VALUE ETF
IGM
0.2%
N AMER TECH ETF
GUNR
0.2%
MORNSTAR UPSTR
SUB
0.19%
SHT NTLAMTFR ETF
BAC
0.19%
COM
PEP
0.18%
COM
MSFT
0.18%
COM
IBM
0.18%
COM
ABBV
0.18%
COM
VO
0.18%
MID CAP ETF
IXP
0.17%
GLOB TELECOM ETF
XLF
0.17%
SBI INT-FINL
JPM
0.17%
COM
XLV
0.17%
SBI HEALTHCARE
PG
0.17%
COM
EPP
0.16%
MSCI PAC JP ETF
DIS
0.16%
COM DISNEY
DWDP
0.16%
COM
NVDA
0.15%
COM
CSCO
0.15%
COM
MAR
0.15%
CL A
NEOG
0.14%
COM
XLE
0.14%
SBI INT-ENERGY
XLI
0.14%
SBI INT-INDS
VBR
0.14%
SM CP VAL ETF
GE
0.14%
COM
XLP
0.14%
SBI CONS STPLS
ISHG
0.13%
3YRTB ETF
HON
0.13%
COM
PFE
0.13%
COM
IYZ
0.13%
U.S. TELECOM ETF
VZ
0.13%
COM
T
0.12%
COM
AET
0.12%
COM
CABO
0.12%
COM
MCK
0.12%
COM
MUAH
0.12%
19 AMT-FREE MN
EWZ
0.11%
MSCI BRZ CAP ETF
ACN
0.11%
SHS CLASS A
RTN
0.11%
COM NEW
MSEX
0.11%
COM
TROW
0.11%
COM
IHE
0.11%
U.S. PHARMA ETF
BDX
0.11%
COM
PNC
0.1%
COM
EWA
0.1%
MSCI AUST ETF
ABT
0.1%
COM
GHC
0.1%
COM
COP
0.1%
COM
COST
0.09%
COM
IGF
0.09%
GLB INFRASTR ETF
XLB
0.09%
SBI MATERIALS
NOC
0.09%
COM
LRCX
0.09%
COM
ADP
0.08%
COM
AMZN
0.08%
COM
LOW
0.08%
COM
ORCL
0.08%
COM
UNH
0.08%
COM
YUM
0.08%
COM
INTC
0.08%
COM
KRE
0.08%
S&P REGL BKG
PBW
0.41%
WNDRHLL CLN EN
TLTE
0.16%
MSTAR EMKT FAC
D
0.13%
COM
TDTT
0.1%
IBOXX 3R TARGT
BCR
0.09%
COM
TLTD
0.09%
M STAR DEV MKT
AMGN
0.08%
COM
RDS/A
0.08%
SPONS ADR A
KO
0.08%
COM