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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
42
6
3
0
2
1
31
7
1
FIRST AMERICAN TRUST FSB

Time Period2018-06-30

Total Holdings133

Total Value ($x1000)425,266
Activities
New22

Increased72

Unchanged10

Decreased29

Sold Out16

Top 10 Stock Holdingstotal 35.19%
AGG5.83

DVY5.76

VTV5.66

LQD3.08

AAPL2.94

 
AMZN2.79

MSFT2.64

JPM2.3

GOOGL2.2

BRK.B1.99

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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AGG
5.83%
CORE TOTUSBD ETF
DVY
5.76%
SELECT DIVID ETF
VTV
5.66%
VALUE ETF
LQD
3.08%
IBOXX INV CP ETF
AAPL
2.94%
COM
AMZN
2.79%
COM
MSFT
2.64%
COM
JPM
2.3%
COM
GOOGL
2.2%
CAP STK CL A
BRK.B
1.99%
CL B NEW
XOM
1.88%
COM
FB
1.83%
CL A
IEF
1.61%
7-10 Y TR BD ETF
JKI
1.44%
MRGSTR MD CP VAL
PFE
1.44%
COM
PEP
1.43%
COM
V
1.38%
COM CL A
KO
1.38%
COM
EFV
1.35%
EAFE VALUE ETF
PID
1.32%
INTL DIVI ACHI
ABT
1.31%
COM
T
1.3%
COM
PX
1.29%
COM
UNH
1.28%
COM
GS
1.25%
COM
CLGX
1.18%
COM
EOG
1.12%
COM
BMY
1.1%
COM
APC
1.1%
COM
SLYV
1.07%
S&P 600 SMCP VAL
GPC
1.05%
COM
C
1.05%
COM NEW
MCD
1.04%
COM
VNQ
1.02%
REIT ETF
SRE
1.01%
COM
ORCL
1.01%
COM
PG
1%
COM
SPG
0.99%
COM
FE
0.99%
COM
HON
0.93%
COM
ABBV
0.91%
COM
EMR
0.88%
COM
CVX
0.87%
COM
BSX
0.86%
COM
TMO
0.85%
COM
ORLY
0.85%
COM
MU
0.83%
COM
SBUX
0.83%
COM
RL
0.82%
CL A
BIIB
0.78%
COM
CMCSA
0.78%
CL A
WM
0.77%
COM
BHGE
0.75%
CL A
UAL
0.69%
COM
ETFC
0.68%
COM NEW
DE
0.64%
COM
CME
0.62%
COM
CB
0.62%
COM
DIS
0.62%
COM DISNEY
JEC
0.59%
COM
STI
0.57%
COM
TENCENT ...
0.57%
COMMON STOCK
EL
0.56%
CL A
MDLZ
0.55%
CL A
QCOM
0.54%
COM
DEM
0.51%
EMERG MKTS ETF
AVY
0.47%
COM
XPO
0.45%
COM
NOW
0.43%
COM
ULTA
0.42%
COM
HYG
0.41%
IBOXX HI YD ETF
FAF
0.38%
COM
RHT
0.38%
COM
AMT
0.33%
COM
GE
0.31%
COM
DWDP
0.28%
COM
LLY
0.27%
COM
GOOG
0.25%
CAP STK CL C
SPY
0.24%
TR UNIT
CVS
0.21%
COM
SPHQ
0.21%
S&P500 QUALITY
VZ
0.2%
COM
INTC
0.18%
COM
WFC
0.17%
COM
SPHB
0.16%
S&P 500 HB ETF
SPLV
0.15%
S&P500 LOW VOL
JNJ
0.15%
COM
IWR
0.14%
RUS MID-CAP ETF
ZMH
0.13%
COM
DGX
0.12%
COM
CI
0.12%
COM
AON
0.11%
SHS CL A
HD
0.11%
COM
MRK
0.1%
COM
EFA
0.1%
MSCI EAFE ETF
KMB
0.09%
COM
BX
0.09%
PRN
CHTR
0.09%
CL A
CSL
0.09%
COM
NVS
0.08%
SPONSORED ADR
CSCO
0.08%
COM
IEFA
0.07%
CORE MSCI EAFE
AMGN
0.07%
COM
AB
0.07%
PRN
EPD
0.07%
PRN
PM
0.07%
COM
UNP
0.07%
COM
KBE
0.06%
S&P BK ETF
VB
0.06%
SMALL CP ETF
IJH
0.06%
CORE S&P MCP ETF
MBB
0.06%
MBS ETF
IWD
0.06%
RUS 1000 VAL ETF
MO
0.06%
COM
XLE
0.06%
SBI INT-ENERGY
SLB
0.06%
COM
VO
0.05%
MID CAP ETF
PSX
0.05%
COM
URI
0.05%
COM
EIX
0.05%
COM
BKLN
0.05%
SR LN ETF
MCO
0.05%
COM
USB
0.05%
COM NEW
IBM
0.05%
COM
KKR
0.05%
PRN
CTAS
0.05%
COM
PAYX
0.05%
COM
GM
0.05%
COM
MA
0.05%
CL A
NAC
0.04%
COM
NCA
0.04%
COM
USA
0.02%
SH BEN INT
BIOLARGO...
0.01%
COMMON STOCK
SVNT
< 0.01%
COM
PID
0.87%
INTL DIV ACHV
SPHQ
0.21%
S&P 500 HGH QLTY
SPHB
0.17%
S&P500 HGH BET
SPLV
0.15%
S&P500 LOW VOL
GLD
0.08%
GOLD SHS
IWV
0.08%
RUSSELL 3000 ETF
NOC
0.07%
COM
XLF
0.07%
SBI INT-FINL
KSU
0.06%
COM NEW
KHC
0.06%
COM
MMM
0.06%
COM
BKLN
0.05%
SENIOR LN PORT
BIV
0.05%
INTERMED TERM
BA
0.05%
COM
VEA
0.05%
FTSE DEV MKT ETF
IWM
0.05%
RUSSELL 2000 ETF