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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
58
13
12
3
6
0
28
2
0
FORMULAFOLIO INVESTMENTS LLC

Time Period2017-12-31

Total Holdings248

Total Value ($x1000)1,522,498
Activities
New60

Increased101

Unchanged8

Decreased79

Sold Out30

Top 10 Stock Holdingstotal 58.46%
FFTI9.54

HYG9.54

IVV8.92

FREL6.59

IXUS6.56

 
LQD4.26

IGOV3.82

IJR3.5

FFHG3.1

JPHY2.63

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FFTI
9.54%
FORMULA FOLIOS I
HYG
9.54%
IBOXX HI YD ETF
IVV
8.92%
CORE S&P500 ETF
FREL
6.59%
MSCI RL EST ETF
IXUS
6.56%
CORE MSCITOTAL
LQD
4.26%
IBOXX INV CP ETF
IGOV
3.82%
INTL TREA BD ETF
IJR
3.5%
CORE S&P SCP ETF
FFHG
3.1%
FORMULA FOLIOS
JPHY
2.63%
DCPLND HG YLD
FNCL
2.55%
MSCI FINLS IDX
ITOT
2.28%
CORE S&P TTL STK
IJH
2.28%
CORE S&P MCP ETF
FTY
2.13%
REAL EST 50 ETF
GWL
2.04%
S&P WRLD EX US
THRK
2.03%
RUSSELL 3000 ETF
IEFA
1.87%
CORE MSCI EAFE
IEMG
1.29%
CORE MSCI EMKT
FFTG
1.26%
FRMLAFLIO TACT
PFIG
1.09%
FND INV GR CP
WIP
1.05%
DB INT GVT ETF
AGG
0.99%
CORE TOTUSBD ETF
ONEK
0.73%
RUSSELL 1000 ETF
FXO
0.67%
FINLS ALPHADEX
VTI
0.64%
TOTAL STK MKT
PHB
0.61%
FDM HG YLD RAFI
TWOK
0.54%
SPDR RUSSEL 2000
SCHF
0.51%
INTL EQTY ETF
IYR
0.47%
U.S. REAL ES ETF
SCHH
0.44%
US REIT ETF
JNK
0.37%
BRC HGH YLD BD
SCHB
0.36%
US BRD MKT ETF
RFDI
0.35%
RIVRFRNT DYN DEV
SCHX
0.33%
US LRG CAP ETF
FIDU
0.32%
MSCI INDL INDX
FDIS
0.32%
MSCI CONSM DIS
FFSG
0.32%
FRMLAFLIO SMRT
FHLC
0.31%
MSCI HLTH CARE I
BNDX
0.3%
INTL BD IDX ETF
XLF
0.3%
SBI INT-FINL
DUK
0.29%
COM NEW
AAPL
0.28%
COM
BWX
0.26%
BRCLYS INTL ETF
USMV
0.26%
USA MIN VOL ETF
RSCO
0.25%
SM CAP COMPLETE
SCHA
0.25%
US SML CAP ETF
HYLB
0.23%
DEUTSCHE USD ETF
TLT
0.22%
20+ YR TR BD ETF
SCHZ
0.21%
US AGGREGATE B
LAG
0.2%
BRCLYS AGG ETF
XOM
0.2%
COM
DGRO
0.2%
CORE DIV GRWTH
SCHM
0.19%
US MID-CAP ETF
IEF
0.18%
7-10 Y TR BD ETF
CBND
0.18%
BRC ISSUER SCORD
PFF
0.18%
U.S. PFD STK ETF
WMT
0.16%
COM
RYF
0.15%
GUG S&P500EQWTFI
GMM
0.15%
EMERG MKTS ETF
HD
0.14%
COM
LOW
0.14%
COM
FLOT
0.14%
FLTG RATE BD ETF
T
0.14%
COM
HYD
0.13%
HIGH YLD MUN ETF
OEF
0.13%
S&P 100 ETF
FXH
0.12%
HLTH CARE ALPH
SCHE
0.11%
EMRG MKTEQ ETF
QQQ
0.1%
UNIT SER 1
MSFT
0.1%
COM
RFEU
0.1%
RIVRFRNT DYN EUR
CVX
0.1%
COM
SPY
0.1%
TR UNIT
MO
0.09%
COM
VNQ
0.09%
REIT ETF
HDV
0.09%
HIGH DIVIDND ETF
PG
0.09%
COM
VEA
0.09%
FTSE DEV MKT ETF
ENB
0.09%
COM
CORP
0.09%
INV GRD CRP BD
TLO
0.08%
BRCLYS LG TRS ET
FXR
0.08%
INDLS PROD DUR
FXD
0.08%
CONSUMR DISCRE
CMA
0.08%
COM
IWM
0.08%
RUSSELL 2000 ETF
AMAT
0.08%
COM
MOS
0.08%
COM
PWR
0.08%
COM
VOT
0.08%
MCAP GR IDXVIP
KEY
0.08%
COM
SWK
0.08%
COM
PM
0.07%
COM
EMN
0.07%
COM
IVZ
0.07%
SHS
VHT
0.07%
HEALTH CAR ETF
BA
0.07%
COM
LUK
0.07%
COM
PCAR
0.07%
COM
EXC
0.07%
COM
VZ
0.07%
COM
UPS
0.07%
CL B
IJS
0.06%
SP SMCP600VL ETF
AEP
0.06%
COM
VWO
0.06%
FTSE EMR MKT ETF
TXN
0.06%
COM
FITB
0.06%
COM
AES
0.06%
COM
BRK.A
0.06%
CL A
MCK
0.06%
COM
IJJ
0.06%
S&P MC 400VL ETF
CAH
0.06%
COM
D
0.06%
COM
CI
0.06%
COM
FNDB
0.06%
SCHWAB FDT US BM
VBR
0.06%
SM CP VAL ETF
VCR
0.05%
CONSUM DIS ETF
VDC
0.05%
CONSUM STP ETF
PRU
0.05%
COM
CFG
0.05%
COM
HON
0.05%
COM
FB
0.05%
CL A
ALL
0.05%
COM
BRK.B
0.05%
CL B NEW
INTC
0.05%
COM
AMGN
0.05%
COM
IP
0.05%
COM
AMP
0.05%
COM
PHM
0.05%
COM
BDX
0.05%
COM
PFG
0.05%
COM
UGI
0.05%
COM
MUB
0.05%
NAT AMT FREE BD
EMR
0.05%
COM
JNJ
0.05%
COM
LYB
0.05%
SHS - A -
CL
0.05%
COM
DSL
0.05%
COM
GOVT
0.05%
U.S. TRS BD ETF
KO
0.05%
COM
HBAN
0.05%
COM
BAC
0.05%
COM
SCHR
0.04%
INTRM TRM TRES
RF
0.04%
COM
KLAC
0.04%
COM
TRAVELER...
0.04%
COM
DIS
0.04%
COM DISNEY
RCD
0.04%
GUG S&P SC500 EQ
CSCO
0.04%
COM
PCG
0.04%
COM
RGI
0.04%
GUG S&P500 EQ WT
IBM
0.04%
COM
MCD
0.04%
COM
RYH
0.04%
GUG S&P500EQWTHC
ADBE
0.04%
COM
F
0.04%
COM PAR $0.01
AMZN
0.04%
COM
PEP
0.04%
COM
COST
0.04%
COM
IDA
0.04%
COM
MPC
0.04%
COM
LMT
0.04%
COM
POR
0.04%
COM NEW
SO
0.04%
COM
DHI
0.04%
COM
AIT
0.04%
COM
GNMA
0.03%
GNMA BOND ETF
V
0.03%
COM CL A
HUM
0.03%
COM
APTV
0.03%
SHS
RSP
0.03%
GUG S&P500 EQ WT
AEL
0.03%
COM
CCL
0.03%
PAIRED CTF
LNC
0.03%
COM
PSA
0.03%
COM
VEU
0.03%
ALLWRLD EX US
BND
0.03%
TOTAL BND MRKT
NVO
0.03%
ADR
MRK
0.03%
COM
GE
0.03%
COM
PFE
0.03%
COM
STI
0.03%
COM
BABA
0.03%
SPONSORED ADS
PJP
0.03%
DYN PHRMA PORT
XLV
0.03%
SBI HEALTHCARE
KMB
0.03%
COM
BRC
0.03%
CL A
FULT
0.03%
COM
WRK
0.03%
COM
PSX
0.03%
COM
UWM
0.03%
PSHS ULTRUSS2000
FISV
0.03%
COM
SSO
0.03%
PSHS ULT S&P 500
CNP
0.03%
COM
PH
0.03%
COM
BMY
0.03%
COM
BLK
0.03%
COM
PYPL
0.03%
COM
MVV
0.03%
PSHS ULT MCAP400
XLY
0.03%
SBI CONS DISCR
DIA
0.02%
UT SER 1
XLI
0.02%
SBI INT-INDS
SJI
0.02%
COM
WFC
0.02%
COM
RCL
0.02%
COM
USB
0.02%
COM NEW
IWD
0.02%
RUS 1000 VAL ETF
CMCSA
0.02%
CL A
TLP
0.02%
COM UNIT L P
VPU
0.02%
UTILITIES ETF
GLD
0.02%
GOLD SHS
DTE
0.02%
COM
JPM
0.02%
COM
DVY
0.02%
SELECT DIVID ETF
HBI
0.02%
COM
FNF
0.02%
COM
GOOGL
0.02%
CAP STK CL A
TGT
0.02%
COM
VIG
0.02%
DIV APP ETF
VTR
0.02%
COM
PNFP
0.02%
COM
VGIT
0.02%
INT-TERM GOV
DWDP
0.02%
COM
MDY
0.02%
UTSER1 S&PDCRP
NEE
0.02%
COM
EMB
0.02%
JP MOR EM MK ETF
WEC
0.02%
COM
ONEQ
0.02%
NDQ CP IDX TRK
TSS
0.02%
COM
UNH
0.02%
COM
CELG
0.02%
COM
SLB
0.02%
COM
ORCL
0.02%
COM
KMPR
0.02%
COM
SHY
0.02%
1-3 YR TR BD ETF
ABBV
0.01%
COM
PPL
0.01%
COM
LEG
0.01%
COM
DE
0.01%
COM
MMM
0.01%
COM
FE
0.01%
COM
IWF
0.01%
RUS 1000 GRW ETF
CAG
0.01%
COM
FSIC
0.01%
COM
NAD
0.01%
COM
MYD
0.01%
COM
AFB
0.01%
COM
MHI
0.01%
COM SHS
MAV
0.01%
COM
S
0.01%
COM SER 1
DLPH
0.09%
SHS
L
0.07%
COM
TMO
0.07%
COM
QUANTA S...
0.06%
COM
XL
0.06%
COM
ETFC
0.05%
COM NEW
RE
0.05%
COM
TRV
0.05%
COM
CBT
0.04%
COM
MXIM
0.04%
COM
TEL
0.04%
REG SHS
MDP
0.04%
COM
SCS
0.04%
CL A
SWX
0.03%
COM
DOV
0.03%
COM
RYT
0.03%
GUG S&P500EQWTTE
NI
0.03%
COM
RYU
0.03%
GUG S&P500EQWTUT
FLIR
0.03%
COM
FUTY
0.03%
MSCI UTILS INDEX
GILD
0.02%
COM
STIP
0.02%
0-5 YR TIPS ETF
CVS
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
BP
0.02%
SPONSORED ADR
LVLT
0.02%
COM NEW
CHS
0.02%
COM
WBA
0.02%
COM
BGFV
0.01%
COM
HPE
0.01%
COM