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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
22
0
2
2
0
2
16
2
2
FAMILY MANAGEMENT CORP

Time Period2018-12-31

Total Holdings125

Total Value ($x1000)238,697
Activities
New68

Increased6

Unchanged18

Decreased33

Sold Out14

Top 10 Stock Holdingstotal 42.79%
CSJ8.43

SHV7.22

AAPL4.69

BOND4.59

ITOT4.08

 
SPY3.25

MSFT2.96

GOOGL2.64

TPL2.64

FLTR2.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CSJ
8.43%
1-3 YR CR BD ETF
SHV
7.22%
SHRT TRS BD ETF
AAPL
4.69%
COM
BOND
4.59%
TOTL RETN ETF
ITOT
4.08%
CORE S&P TTL STK
SPY
3.25%
TR UNIT
MSFT
2.96%
COM
GOOGL
2.64%
CAP STK CL A
TPL
2.64%
SUB CTF PROP I T
FLTR
2.29%
INVT GRADE FLTG
HD
1.87%
COM
AMZN
1.81%
COM
IBM
1.75%
COM
V
1.66%
COM CL A
JNJ
1.63%
COM
AMTD
1.49%
COM
VZ
1.48%
COM
LMT
1.46%
COM
USB
1.43%
COM NEW
VIG
1.4%
DIV APP ETF
UNH
1.32%
COM
DIS
1.31%
COM DISNEY
PACW
1.21%
COM
LB
1.19%
COM
IJH
1.18%
CORE S&P MCP ETF
MRK
1.17%
COM
BRK.B
1.16%
CL B NEW
PCI
1.14%
COM SHS
XOM
1.11%
COM
AMGN
1.03%
COM
SQ
0.95%
CL A
AJX
0.91%
COM
WMT
0.91%
COM
TFI
0.87%
NUVN BRCLY MUNI
C
0.86%
COM NEW
UTX
0.86%
COM
DSL
0.85%
COM
ILMN
0.85%
COM
ICE
0.85%
COM
FDX
0.82%
COM
IMPV
0.74%
COM
REGN
0.71%
COM
FB
0.68%
CL A
IXUS
0.66%
CORE MSCITOTAL
VCSH
0.63%
SHRT TRM CORP BD
HYT
0.61%
COM
DSU
0.6%
COM NEW
BABA
0.59%
SPONSORED ADS
VMBS
0.58%
MORTG-BACK SEC
WY
0.58%
COM
RA
0.51%
SHS BEN INT
GSLC
0.47%
EQUITY ETF
INSG
0.47%
COM
STZ
0.47%
CL A
BP
0.46%
SPONSORED ADR
NYMTO
0.44%
PFD-C CONV
DBL
0.44%
COM
SHM
0.43%
NUVN BR SHT MUNI
BMY
0.41%
COM
IJR
0.4%
CORE S&P SCP ETF
PFE
0.39%
COM
SPYV
0.36%
S&P 500 VALUE
VEU
0.35%
ALLWRLD EX US
CTRC
0.34%
COM
MYI
0.29%
COM
GSY
0.27%
ULTRA SHRT DUR
MCA
0.26%
COM
BRK.A
0.26%
CL A
GMM
0.25%
EMERG MKTS ETF
BTZ
0.25%
COM
SPLP
0.25%
LTD PRTRSHIP U
INTC
0.25%
COM
GHY
0.23%
COM
EDD
0.23%
COM
SYK
0.23%
COM
GOOG
0.22%
CAP STK CL C
TGT
0.22%
COM
ESD
0.22%
COM
TYME
0.22%
COM
NYF
0.21%
NY AMTFRE MU ETF
VT
0.19%
TT WRLD ST ETF
CVX
0.18%
COM
ROBO
0.17%
ROBO STX GLB ETF
NVG
0.17%
COM
TEI
0.17%
COM
NUV
0.16%
COM
JPM
0.16%
COM
IIM
0.16%
COM
CIK
0.15%
COM
NEAR
0.15%
SHT MAT BD ETF
IEMG
0.14%
CORE MSCI EMKT
VTEB
0.14%
TAX-EXEMPT BD
PTLA
0.14%
COM
MCD
0.13%
COM
SO
0.13%
COM
NCV
0.13%
COM
VTI
0.12%
TOTAL STK MKT
CMF
0.12%
CALI AMT-FRE ETF
BGIO
0.12%
COM
KYN
0.12%
COM
VRP
0.11%
VAR RATE PFD
IYH
0.11%
US HLTHCARE ETF
RDS/A
0.1%
SPONS ADR A
BX
0.1%
COM UNIT LTD
BA
0.1%
COM
EPD
0.1%
COM
MO
0.1%
COM
FPF
0.09%
COM
NRK
0.09%
COM
NEA
0.08%
COM
MUI
0.08%
COM
NAD
0.08%
COM
NRZ
0.07%
COM NEW
HALO
0.06%
COM
PCYG
0.05%
COM NEW
LXP
0.04%
COM
FAX
0.04%
COM
ORBC
0.04%
COM
RMT
0.03%
COM
GAB
0.03%
COM
REFR
0.03%
COM
CEMI
0.03%
COM NEW
CASM
0.01%
COM PAR $0.004
MLSS
0.01%
COM NEW
GERN
< 0.01%
COM
NVDA
1.44%
COM
DUK
1.19%
COM NEW
DFBG
0.56%
COM
MDCO
0.45%
COM
T
0.19%
COM
GOOS
0.17%
SHS SUB VTG
CZR
0.14%
COM
OPRX
0.14%
COM NEW
XYL
0.12%
COM
PM
0.12%
COM
OKE
0.12%
COM
KERX
0.04%
COM
BTX
0.02%
COM
DTRM
0.01%
COM