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
10
0
0
1
1
0
7
1
2
FLAHARTY ASSET MANAGEMENT LLC

Time Period2019-06-30

Total Holdings68

Total Value ($x1000)257,392
Activities
New3

Increased19

Unchanged12

Decreased34

Sold Out16

Top 10 Stock Holdingstotal 60.98%
IWF9.86

IWD8.4

FPE6.99

IJJ6.01

LMBS5.88

 
HYLS5.32

SDY5.32

CWB4.5

FDN4.35

BIZD4.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
9.86%
RUS 1000 GRW ETF
IWD
8.4%
RUS 1000 VAL ETF
FPE
6.99%
PFD SECS INC ETF
IJJ
6.01%
S&P MC 400VL ETF
LMBS
5.88%
FST LOW MTG ETF
HYLS
5.32%
FIRST TR TA HIYL
SDY
5.32%
S&P DIVID ETF
CWB
4.5%
BRC CNV SECS ETF
FDN
4.35%
DJ INTERNT IDX
BIZD
4.35%
BDC INCOME ETF
REM
4.2%
MTG REL ETF NEW
LQD
3.93%
IBOXX INV CP ETF
XAR
3.48%
AEROSPACE DEF
IWN
3.44%
RUS 2000 VAL ETF
BA
3.21%
COM
IWO
2.95%
RUS 2000 GRW ETF
XLF
2.86%
SBI INT-FINL
RTM
2.59%
S&P500 EQL MAT
ALXN
1.38%
COM
PFF
0.72%
U.S. PFD STK ETF
MUB
0.56%
NAT AMT FREE BD
BSCL
0.55%
BULSHS 2021 CB
IWB
0.4%
RUS 1000 ETF
MSFT
0.4%
COM
BSJM
0.39%
BULSHS 2022 HY
KORP
0.39%
DIVERSIFID CRP
VMC
0.36%
COM
BSCO
0.35%
BULSHS 2024 CB
AAPL
0.34%
COM
HYG
0.33%
IBOXX HI YD ETF
FXL
0.32%
TECH ALPHADEX
SPY
0.3%
TR UNIT
AMZN
0.27%
COM
BSCN
0.25%
BULSHS 2023 CB
PBP
0.25%
S&P500 BUY WRT
INTC
0.24%
COM
RWL
0.23%
S&P 500 REVENUE
XLE
0.22%
SBI INT-ENERGY
DTN
0.22%
DIV EX-FINL FD
BSCM
0.22%
BULSHS 2022 CB
BSJN
0.21%
BULSHS 2023 HY
IBMJ
0.2%
IBONDS DEC 21
IWM
0.2%
RUSSELL 2000 ETF
EMB
0.2%
JP MOR EM MK ETF
VYM
0.19%
HIGH DIV YLD
IWR
0.19%
RUS MID-CAP ETF
GLD
0.17%
GOLD SHS
TIP
0.15%
TIPS BD ETF
XLRE
0.15%
RL EST SEL SEC
QQQ
0.15%
UNIT SER 1
UNH
0.14%
COM
CSCO
0.14%
COM
PG
0.14%
COM
HOMB
0.14%
COM
JPM
0.13%
COM
ABMD
0.13%
COM
GPS
0.12%
COM
IWV
0.12%
RUSSELL 3000 ETF
DUK
0.11%
COM NEW
STT
0.1%
COM
JNJ
0.1%
COM
GOOGL
0.09%
CAP STK CL A
INTU
0.08%
COM
KLAC
0.08%
COM
FCX
0.08%
COM
MCD
0.08%
COM
AMLP
0.04%
ALERIAN MLP
AXAS
0.01%
COM
RWL
0.23%
LARGE CAP REV ET
LOW
0.22%
COM
HD
0.21%
COM
ALL
0.18%
COM
DPZ
0.17%
COM
UPS
0.16%
CL B
DE
0.13%
COM
DIS
0.12%
COM DISNEY
AMED
0.11%
COM
NTAP
0.11%
COM
UNP
0.11%
COM
T
0.11%
COM
ALB
0.1%
COM
VZ
0.08%
COM
BIIB
0.08%
COM
VER
0.06%
COM