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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
70
23
30
5
6
3
22
6
1
FOSTER MOTLEY INC

Time Period2018-03-31

Total Holdings220

Total Value ($x1000)613,765
Activities
New12

Increased70

Unchanged5

Decreased133

Sold Out11

Top 10 Stock Holdingstotal 25.97%
FNDF3.83

EFAV3.6

INTF3.12

MSFT2.6

AAPL2.59

 
FNDE2.39

WMT2.2

IAU2.02

TOT1.81

VBR1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FNDF
3.83%
SCHWB FDT INT LG
EFAV
3.6%
EAFE MIN VOL ETF
INTF
3.12%
FCTSL MSCI INT
MSFT
2.6%
COM
AAPL
2.59%
COM
FNDE
2.39%
SCHWB FDT EMK LG
WMT
2.2%
COM
IAU
2.02%
ISHARES
TOT
1.81%
SPONSORED ADR
VBR
1.81%
SM CP VAL ETF
TRV
1.77%
COM
TD
1.72%
COM NEW
JPM
1.66%
COM
SCHP
1.63%
US TIPS ETF
SCHH
1.57%
US REIT ETF
PFE
1.54%
COM
CSCO
1.53%
COM
VZ
1.51%
COM
UTX
1.39%
COM
ORCL
1.31%
COM
AMGN
1.31%
COM
JNJ
1.21%
COM
PCY
1.21%
SOVEREIGN DEBT
BDX
1.18%
COM
FNDC
1.18%
SCHWB FDT INT SC
INTC
1.08%
COM
VGIT
1%
INT-TERM GOV
LYB
0.99%
SHS - A -
VNQ
0.98%
REIT ETF
WFC
0.96%
COM
VLO
0.96%
COM
TXN
0.96%
COM
ACN
0.94%
SHS CLASS A
LEA
0.93%
COM NEW
CVX
0.9%
COM
HAS
0.9%
COM
CB
0.87%
COM
MBB
0.86%
MBS ETF
PXH
0.76%
EMER MRKT PORT
HON
0.75%
COM
PG
0.75%
COM
MCK
0.75%
COM
XOM
0.73%
COM
AMT
0.72%
COM
UGI
0.7%
COM
MMM
0.69%
COM
UNP
0.68%
COM
PEP
0.64%
COM
ABBV
0.63%
COM
DFS
0.62%
COM
USB
0.61%
COM NEW
VTEB
0.58%
TAX-EXEMPT BD
LRGF
0.57%
FCTSLC MSCI US
LOW
0.54%
COM
TMO
0.52%
COM
WYN
0.5%
COM
ETR
0.49%
COM
IRM
0.48%
COM
LAND
0.48%
COM
MLPX
0.48%
GLB X MLP ENRG I
MCD
0.47%
COM
KSS
0.47%
COM
UNH
0.46%
COM
CMI
0.46%
COM
PCH
0.46%
COM
BND
0.46%
TOTAL BND MRKT
KR
0.46%
COM
RE
0.46%
COM
THG
0.44%
COM
MUNI
0.43%
INTER MUN BD ST
GIS
0.43%
COM
TIP
0.41%
TIPS BD ETF
TGT
0.41%
COM
BRX
0.41%
COM
CCL
0.41%
PAIRED CTF
TWX
0.4%
COM NEW
CBT
0.39%
COM
SWK
0.37%
COM
FAF
0.37%
COM
CVS
0.37%
COM
CPT
0.36%
SH BEN INT
CLDT
0.35%
COM
T
0.35%
COM
IBM
0.35%
COM
DLX
0.35%
COM
TM
0.35%
SP ADR REP2COM
NOC
0.34%
COM
PNC
0.34%
COM
TSN
0.33%
CL A
NEM
0.33%
COM
PRU
0.32%
COM
TJX
0.31%
COM
BG
0.31%
COM
ADM
0.3%
COM
KMB
0.28%
COM
EXC
0.27%
COM
AET
0.27%
COM
FDX
0.27%
COM
HRC
0.23%
COM
JCOM
0.23%
COM
IP
0.22%
COM
OMC
0.22%
COM
SJM
0.22%
COM NEW
SNX
0.22%
COM
CNP
0.21%
COM
GDX
0.21%
GOLD MINERS ETF
VVC
0.21%
COM
ITR
0.2%
INTR TRM CORP BD
MPC
0.19%
COM
PDM
0.19%
COM CL A
EGP
0.19%
COM
DAL
0.19%
COM NEW
UNM
0.19%
COM
DSL
0.18%
COM
F
0.18%
COM PAR $0.01
CMS
0.18%
COM
BBT
0.18%
COM
HRB
0.17%
COM
FITB
0.17%
COM
PSX
0.17%
COM
OC
0.17%
COM
MINT
0.17%
ENHAN SHRT MAT
GD
0.16%
COM
EIX
0.16%
COM
ROST
0.15%
COM
DIS
0.15%
COM DISNEY
PPG
0.15%
COM
CERN
0.15%
COM
SCHF
0.15%
INTL EQTY ETF
DOX
0.15%
ORD
GLW
0.14%
COM
ETN
0.14%
SHS
C
0.14%
COM NEW
OKE
0.13%
COM
ITW
0.13%
COM
RBC
0.13%
COM
MLHR
0.13%
COM
ANTM
0.13%
COM
EHC
0.13%
COM
GBX
0.12%
COM
CINF
0.11%
COM
HD
0.11%
COM
EAT
0.11%
COM
DGX
0.11%
COM
SAFM
0.11%
COM
CNI
0.1%
COM
VSH
0.1%
COM
AMAT
0.1%
COM
BA
0.09%
COM
GILD
0.09%
COM
HFC
0.09%
COM
BBY
0.09%
COM
DST
0.09%
COM
OFC
0.09%
SH BEN INT
LW
0.08%
COM
AFG
0.08%
COM
ABC
0.08%
COM
MRK
0.08%
COM
LAD
0.08%
CL A
RGA
0.07%
COM NEW
IDLV
0.07%
INTL DEV LOWVL
BP
0.07%
SPONSORED ADR
WBA
0.07%
COM
AEP
0.07%
COM
TMK
0.07%
COM
LSI
0.07%
COM
SCHD
0.07%
US DIVIDEND EQ
OMI
0.07%
COM
COF
0.07%
COM
INFY
0.07%
SPONSORED ADR
ORI
0.06%
COM
DG
0.06%
COM
VFC
0.06%
COM
ALL
0.06%
COM
BRK.B
0.06%
CL B NEW
FL
0.06%
COM
FLO
0.06%
COM
SCHV
0.06%
US LCAP VA ETF
BXMT
0.05%
COM CL A
RTN
0.05%
COM NEW
SCHZ
0.05%
US AGGREGATE B
FNDA
0.05%
SCHWAB FDT US SC
ADP
0.05%
COM
VCSH
0.05%
SHRT TRM CORP BD
XHR
0.05%
COM
CAG
0.05%
COM
BR
0.05%
COM
FLIR
0.05%
COM
GPI
0.05%
COM
RCL
0.05%
COM
ADNT
0.05%
ORD SHS
CR
0.05%
COM
EFX
0.05%
COM
VV
0.04%
LARGE CAP ETF
FNDX
0.04%
SCHWAB FDT US LG
PEG
0.04%
COM
CIU
0.04%
INTERM CR BD ETF
TSM
0.04%
SPONSORED ADR
GLD
0.04%
GOLD SHS
NEE
0.04%
COM
VTV
0.04%
VALUE ETF
ABT
0.04%
COM
COP
0.04%
COM
HYD
0.04%
HIGH YLD MUN ETF
CNK
0.04%
COM
ESRX
0.04%
COM
GE
0.04%
COM
PFG
0.04%
COM
GPS
0.04%
COM
CA
0.04%
COM
BIG
0.04%
COM
HBAN
0.04%
COM
CBS
0.04%
CL B
AES
0.04%
COM
MET
0.03%
COM
MUB
0.03%
NAT AMT FREE BD
SCHX
0.03%
US LRG CAP ETF
CVG
0.03%
COM
NLY
0.02%
COM
IGR
0.02%
COM
TRSK
0.95%
VELOCITY TAIL RI
SNI
0.2%
CL A COM
BCR
0.18%
COM
HLS
0.07%
COM NEW
HCP
0.06%
COM
WU
0.06%
COM
BMS
0.05%
COM
RLJ
0.04%
COM
KO
0.04%
COM
GM
0.04%
COM
SLB
0.03%
COM