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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
69
24
27
4
5
2
25
8
2
FOSTER MOTLEY INC

Time Period2017-12-31

Total Holdings219

Total Value ($x1000)625,766
Activities
New18

Increased60

Unchanged4

Decreased137

Sold Out7

Top 10 Stock Holdingstotal 24.07%
EFAV3.5

FNDF2.65

FNDE2.64

MSFT2.62

AAPL2.56

 
WMT2.4

TD2.15

IAU1.94

VBR1.84

TOT1.77

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFAV
3.5%
EAFE MIN VOL ETF
FNDF
2.65%
SCHWB FDT INT LG
FNDE
2.64%
SCHWB FDT EMK LG
MSFT
2.62%
COM
AAPL
2.56%
COM
WMT
2.4%
COM
TD
2.15%
COM NEW
IAU
1.94%
ISHARES
VBR
1.84%
SM CP VAL ETF
TOT
1.77%
SPONSORED ADR
TRV
1.72%
COM
VZ
1.67%
COM
JPM
1.63%
COM
PFE
1.6%
COM
ORCL
1.6%
COM
SCHH
1.6%
US REIT ETF
SCHP
1.58%
US TIPS ETF
UTX
1.46%
COM
CSCO
1.41%
COM
PCY
1.36%
SOVEREIGN DEBT
JNJ
1.35%
COM
AMGN
1.31%
COM
VNQ
1.18%
REIT ETF
BDX
1.17%
COM
WFC
1.12%
COM
HAS
1.11%
COM
CVX
1.07%
COM
TXN
1.02%
COM
LYB
1.01%
SHS - A -
XOM
1%
COM
INTC
1%
COM
ACN
0.98%
SHS CLASS A
TRSK
0.95%
VELOCITY TAIL RI
PEP
0.94%
COM
CB
0.93%
COM
VLO
0.92%
COM
VGIT
0.92%
INT-TERM GOV
PXH
0.91%
EMER MRKT PORT
PG
0.91%
COM
INTF
0.89%
FCTSL MSCI INT
MMM
0.87%
COM
HON
0.85%
COM
LEA
0.85%
COM NEW
MBB
0.84%
MBS ETF
MCK
0.79%
COM
DFS
0.78%
COM
UGI
0.73%
COM
UNP
0.72%
COM
USB
0.71%
COM NEW
LOW
0.65%
COM
VTEB
0.62%
TAX-EXEMPT BD
GIS
0.6%
COM
ABBV
0.6%
COM
WYN
0.57%
COM
MCD
0.57%
COM
AMT
0.55%
COM
TMO
0.55%
COM
MLPX
0.54%
GLB X MLP ENRG I
KR
0.52%
COM
UNH
0.5%
COM
LAND
0.48%
COM
MUNI
0.48%
INTER MUN BD ST
CMI
0.47%
COM
CLDT
0.46%
COM
CBT
0.45%
COM
SWK
0.44%
COM
RE
0.43%
COM
CCL
0.43%
PAIRED CTF
IBM
0.41%
COM
TIP
0.41%
TIPS BD ETF
BRX
0.4%
COM
TWX
0.4%
COM NEW
TGT
0.39%
COM
THG
0.39%
COM
ETR
0.38%
COM
DLX
0.37%
COM
T
0.37%
COM
BND
0.36%
TOTAL BND MRKT
LRGF
0.36%
FCTSLC MSCI US
PRU
0.36%
COM
KMB
0.35%
COM
FAF
0.35%
COM
PNC
0.34%
COM
BG
0.34%
COM
TSN
0.33%
CL A
NOC
0.32%
COM
CVS
0.32%
COM
KSS
0.31%
COM
EGP
0.31%
COM
NEM
0.31%
COM
IP
0.31%
COM
PCH
0.31%
COM
IRM
0.31%
COM
FDX
0.3%
COM
FNDC
0.3%
SCHWB FDT INT SC
TJX
0.3%
COM
AET
0.29%
COM
FITB
0.27%
COM
EXC
0.27%
COM
SNX
0.26%
COM
F
0.25%
COM PAR $0.01
ADM
0.24%
COM
JCOM
0.23%
COM
TM
0.22%
SP ADR REP2COM
OMC
0.22%
COM
GLW
0.22%
COM
GDX
0.21%
GOLD MINERS ETF
VVC
0.21%
COM
DSL
0.21%
COM
SNI
0.2%
CL A COM
CNP
0.19%
COM
ROST
0.19%
COM
CMS
0.19%
COM
CPT
0.19%
SH BEN INT
HRC
0.19%
COM
BCR
0.18%
COM
LSI
0.18%
COM
PSX
0.18%
COM
CERN
0.17%
COM
MPC
0.17%
COM
PPG
0.17%
COM
OC
0.17%
COM
DIS
0.16%
COM DISNEY
ITR
0.16%
INTR TRM CORP BD
EIX
0.16%
COM
GD
0.16%
COM
UNM
0.15%
COM
RBC
0.15%
COM
SCHF
0.15%
INTL EQTY ETF
MINT
0.15%
ENHAN SHRT MAT
DAL
0.15%
COM NEW
SJM
0.15%
COM NEW
CNI
0.14%
COM
ITW
0.14%
COM
MLHR
0.13%
COM
HRB
0.13%
COM
C
0.13%
COM NEW
BA
0.12%
COM
OKE
0.12%
COM
HD
0.12%
COM
DOX
0.11%
ORD
ETN
0.11%
SHS
OFC
0.11%
SH BEN INT
DGX
0.11%
COM
ANTM
0.1%
COM
BBT
0.1%
COM
GILD
0.1%
COM
OMI
0.1%
COM
VSH
0.09%
COM
TMK
0.09%
COM
CINF
0.09%
COM
EAT
0.09%
COM
LAD
0.09%
CL A
MRK
0.09%
COM
ADNT
0.09%
ORD SHS
BBY
0.08%
COM
ABC
0.08%
COM
BP
0.08%
SPONSORED ADR
AEP
0.08%
COM
AFG
0.08%
COM
LW
0.08%
COM
EFX
0.08%
COM
IDLV
0.07%
INTL DEV LOWVL
BXMT
0.07%
COM CL A
NLY
0.07%
COM
HLS
0.07%
COM NEW
DST
0.07%
COM
FL
0.07%
COM
SCHD
0.06%
US DIVIDEND EQ
COF
0.06%
COM
BRK.B
0.06%
CL B NEW
DG
0.06%
COM
ALL
0.06%
COM
VFC
0.06%
COM
CBS
0.06%
CL B
HCP
0.06%
COM
WU
0.06%
COM
GE
0.06%
COM
ADP
0.06%
COM
BMS
0.05%
COM
ABT
0.05%
COM
SCHZ
0.05%
US AGGREGATE B
SCHV
0.05%
US LCAP VA ETF
CAG
0.05%
COM
FLO
0.05%
COM
BIG
0.05%
COM
RTN
0.05%
COM NEW
CR
0.05%
COM
NEE
0.05%
COM
FLIR
0.05%
COM
CNK
0.05%
COM
ESRX
0.05%
COM
PEG
0.05%
COM
VV
0.05%
LARGE CAP ETF
GLD
0.05%
GOLD SHS
PFG
0.05%
COM
HYD
0.05%
HIGH YLD MUN ETF
WBA
0.04%
COM
SAFM
0.04%
COM
HFC
0.04%
COM
VTV
0.04%
VALUE ETF
GPS
0.04%
COM
MET
0.04%
COM
CIU
0.04%
INTERM CR BD ETF
RLJ
0.04%
COM
AES
0.04%
COM
FNDX
0.04%
SCHWAB FDT US LG
TSM
0.04%
SPONSORED ADR
INFY
0.04%
SPONSORED ADR
CVG
0.04%
COM
KO
0.04%
COM
GM
0.04%
COM
MUB
0.03%
NAT AMT FREE BD
RGA
0.03%
COM NEW
FNDA
0.03%
SCHWAB FDT US SC
SCHX
0.03%
US LRG CAP ETF
SLB
0.03%
COM
HBAN
0.03%
COM
IGR
0.02%
COM
COM
0.86%
AUSPCE CMD STG
CAH
0.05%
COM
VIAB
0.04%
CL B
B
0.04%
COM
DUK
0.04%
COM NEW
OGE
0.04%
COM
UPS
0.03%
CL B