Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
4
0
0
0
0
0
1
0
0
FC ADVISORY LLC

Time Period2019-03-31

Total Holdings52

Total Value ($x1000)157,563
Activities
New5

Increased23

Unchanged6

Decreased18

Sold Out1

Top 10 Stock Holdingstotal 66.74%
MGK10.81

AGG10.35

VXF8.92

VEU8.64

BIV6.4

 
BNDX5

VTI4.89

RWO4.32

IWD3.74

VBK3.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MGK
10.81%
MEGA GRWTH IND
AGG
10.35%
CORE TOTUSBD ETF
VXF
8.92%
EXTEND MKT ETF
VEU
8.64%
ALLWRLD EX US
BIV
6.4%
INTERMED TERM
BNDX
5%
INTL BD IDX ETF
VTI
4.89%
TOTAL STK MKT
RWO
4.32%
DJ GLB RL ES ETF
IWD
3.74%
RUS 1000 VAL ETF
VBK
3.67%
SML CP GRW ETF
HYG
3.64%
IBOXX HI YD ETF
DGRO
3.46%
CORE DIV GRWTH
IXUS
3.14%
CORE MSCITOTAL
VMBS
2.64%
MORTG-BACK SEC
SRLN
2.2%
BLKSTN GSOSRLN
HDV
2.17%
HIGH DIVIDND ETF
VUG
1.71%
GROWTH ETF
SCHP
1.34%
US TIPS ETF
VCIT
1.01%
INT-TERM CORP
BND
0.96%
TOTAL BND MRKT
IJH
0.92%
CORE S&P MCP ETF
MUB
0.92%
NAT AMT FREE BD
QQQ
0.68%
UNIT SER 1
VGIT
0.63%
INT-TERM GOV
VTEB
0.58%
TAX-EXEMPT BD
GVI
0.58%
INTRM GOV/CR ETF
MBB
0.58%
MBS ETF
HYMB
0.47%
NUV HGHYLD MUN
SCHG
0.44%
US LCAP GR ETF
CIU
0.41%
INTERM CR BD ETF
VIG
0.36%
DIV APP ETF
VTV
0.34%
VALUE ETF
SCHH
0.33%
US REIT ETF
VOT
0.33%
MCAP GR IDXVIP
JNK
0.32%
BRC HGH YLD BD
AAPL
0.31%
COM
BRK.B
0.26%
CL B NEW
DVY
0.25%
SELECT DIVID ETF
CSX
0.23%
COM
JNJ
0.22%
COM
VEA
0.19%
FTSE DEV MKT ETF
VOE
0.18%
MCAP VL IDXVIP
VWOB
0.17%
EMERG MKT BD ETF
EFA
0.16%
MSCI EAFE ETF
IJR
0.16%
CORE S&P SCP ETF
HYD
0.16%
HIGH YLD MUN ETF
BKLN
0.14%
SR LN ETF
LLY
0.14%
COM
VNQI
0.14%
GLB EX US ETF
IWM
0.13%
RUSSELL 2000 ETF
BSCM
0.13%
BULSHS 2022 CB
SPY
0.13%
TR UNIT
FSIC
0.05%
COM