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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
41
6
2
1
1
1
29
7
1
FIRST AMERICAN TRUST FSB

Time Period2018-03-31

Total Holdings127

Total Value ($x1000)411,971
Activities
New17

Increased64

Unchanged6

Decreased40

Sold Out9

Top 10 Stock Holdingstotal 34.7%
AGG5.81

VTV5.8

DVY5.73

LQD3.33

CLGX2.5

 
MSFT2.48

JPM2.46

AMZN2.41

AAPL2.27

BRK.B1.91

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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AGG
5.81%
CORE TOTUSBD ETF
VTV
5.8%
VALUE ETF
DVY
5.73%
SELECT DIVID ETF
LQD
3.33%
IBOXX INV CP ETF
CLGX
2.5%
COM
MSFT
2.48%
COM
JPM
2.46%
COM
AMZN
2.41%
COM
AAPL
2.27%
COM
BRK.B
1.91%
CL B NEW
GOOGL
1.86%
CAP STK CL A
PEP
1.86%
COM
EFV
1.85%
EAFE VALUE ETF
C
1.8%
COM NEW
IEF
1.72%
7-10 Y TR BD ETF
XOM
1.71%
COM
BMY
1.58%
COM
GS
1.46%
COM
JKI
1.42%
MRGSTR MD CP VAL
T
1.41%
COM
UNH
1.35%
COM
ABT
1.29%
COM
PFE
1.27%
COM
V
1.25%
COM CL A
PX
1.17%
COM
FB
1.12%
CL A
MCD
1.09%
COM
SRE
1.07%
COM
GPC
1.06%
COM
ORCL
1.01%
COM
PG
1%
COM
VNQ
1%
REIT ETF
SLYV
0.99%
S&P 600 SMCP VAL
SBUX
0.98%
COM
EOG
0.98%
COM
FE
0.95%
COM
HON
0.95%
COM
APC
0.94%
COM
SPG
0.91%
COM
EL
0.9%
CL A
ABBV
0.88%
COM
PID
0.87%
INTL DIV ACHV
TMO
0.85%
COM
MU
0.84%
COM
EMR
0.84%
COM
WM
0.82%
COM
XPO
0.8%
COM
CMCSA
0.8%
CL A
CVX
0.78%
COM
ORLY
0.76%
COM
RL
0.72%
CL A
BSX
0.72%
COM
BIIB
0.71%
COM
URI
0.68%
COM
DE
0.68%
COM
UAL
0.67%
COM
CB
0.67%
COM
BHGE
0.63%
CL A
ETFC
0.61%
COM NEW
CME
0.61%
COM
TENCENT ...
0.6%
COMMON STOCK
STI
0.58%
COM
DIS
0.58%
COM DISNEY
QCOM
0.58%
COM
MDLZ
0.54%
CL A
DEM
0.54%
EMERG MKTS ETF
AVY
0.5%
COM
FAF
0.45%
COM
RHT
0.4%
COM
ULTA
0.39%
COM
HYG
0.39%
IBOXX HI YD ETF
NOW
0.38%
COM
JEC
0.37%
COM
SPY
0.34%
TR UNIT
AMT
0.34%
COM
GE
0.31%
COM
KO
0.31%
COM
GOOG
0.29%
CAP STK CL C
LLY
0.25%
COM
DWDP
0.24%
COM
SPHQ
0.21%
S&P 500 HGH QLTY
INTC
0.17%
COM
CVS
0.17%
COM
SPHB
0.17%
S&P500 HGH BET
SPLV
0.15%
S&P500 LOW VOL
CI
0.15%
COM
JNJ
0.14%
COM
VZ
0.14%
COM
ZMH
0.13%
COM
WFC
0.12%
COM
AON
0.11%
SHS CL A
DGX
0.11%
COM
KMB
0.1%
COM
IWR
0.1%
RUS MID-CAP ETF
EFA
0.1%
MSCI EAFE ETF
CHTR
0.1%
CL A
PM
0.09%
COM
NVS
0.09%
SPONSORED ADR
GLD
0.08%
GOLD SHS
IWD
0.08%
RUS 1000 VAL ETF
IWV
0.08%
RUSSELL 3000 ETF
HD
0.07%
COM
CSCO
0.07%
COM
NOC
0.07%
COM
XLF
0.07%
SBI INT-FINL
MO
0.07%
COM
UNP
0.07%
COM
KSU
0.06%
COM NEW
MRK
0.06%
COM
MBB
0.06%
MBS ETF
KHC
0.06%
COM
VB
0.06%
SMALL CP ETF
PSX
0.06%
COM
MMM
0.06%
COM
VO
0.06%
MID CAP ETF
USB
0.05%
COM NEW
EIX
0.05%
COM
BKLN
0.05%
SENIOR LN PORT
SLB
0.05%
COM
BIV
0.05%
INTERMED TERM
KBE
0.05%
S&P BK ETF
BA
0.05%
COM
VEA
0.05%
FTSE DEV MKT ETF
IWM
0.05%
RUSSELL 2000 ETF
IJH
0.05%
CORE S&P MCP ETF
NCA
0.04%
COM
BIOLARGO...
0.01%
COMMON STOCK
WYNN
0.87%
COM
BWA
0.77%
COM
PRU
0.55%
COM
NXPI
0.44%
COM
TLT
0.07%
20+ YR TR BD ETF
UPS
0.06%
CL B
MCO
0.05%
COM
CAT
0.05%
COM
HINES RE...
< 0.01%
COMMON STOCK