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
74
28
29
4
4
3
27
9
1
FOSTER MOTLEY INC

Time Period2018-09-30

Total Holdings239

Total Value ($x1000)666,648
Activities
New15

Increased79

Unchanged12

Decreased133

Sold Out13

Top 10 Stock Holdingstotal 27.28%
FNDF4.34

INTF4.01

EFAV3.41

AAPL3.12

MSFT2.81

 
FNDE2.2

WMT2.15

IAU1.77

PFE1.74

VBR1.73

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FNDF
4.34%
SCHWB FDT INT LG
INTF
4.01%
FCTSL MSCI INT
EFAV
3.41%
EAFE MIN VOL ETF
AAPL
3.12%
COM
MSFT
2.81%
COM
FNDE
2.2%
SCHWB FDT EMK LG
WMT
2.15%
COM
IAU
1.77%
ISHARES
PFE
1.74%
COM
VBR
1.73%
SM CP VAL ETF
SCHH
1.68%
US REIT ETF
TD
1.63%
COM NEW
FNDC
1.63%
SCHWB FDT INT SC
TOT
1.61%
SPONSORED ADR
JPM
1.55%
COM
VZ
1.54%
COM
CSCO
1.53%
COM
SCHP
1.45%
US TIPS ETF
AMGN
1.41%
COM
UTX
1.4%
COM
TRV
1.4%
COM
ORCL
1.17%
COM
VGIT
1.13%
INT-TERM GOV
JNJ
1.11%
COM
VLO
1.04%
COM
PCY
0.98%
EMRNG MKT SVRG
BDX
0.95%
COM
LYB
0.92%
SHS - A -
VNQ
0.88%
REIT ETF
TXN
0.88%
COM
INTC
0.87%
COM
LAND
0.86%
COM
ACN
0.85%
SHS CLASS A
CVX
0.85%
COM
MBB
0.83%
MBS ETF
PG
0.82%
COM
UNP
0.82%
COM
WFC
0.82%
COM
KR
0.78%
COM
UGI
0.78%
COM
AMT
0.73%
COM
HAS
0.69%
COM
CB
0.68%
COM
LRGF
0.68%
FCTSLC MSCI US
KSS
0.66%
COM
LEA
0.66%
COM NEW
HON
0.65%
COM
VTEB
0.64%
TAX-EXEMPT BD
ABBV
0.64%
COM
PXH
0.62%
FTSE RAFI EMNG
XOM
0.58%
COM
BRX
0.58%
COM
DFS
0.56%
COM
USB
0.56%
COM NEW
CPT
0.55%
SH BEN INT
PEP
0.54%
COM
IRM
0.53%
COM
ETR
0.52%
COM
UNH
0.52%
COM
LOW
0.52%
COM
TMO
0.5%
COM
MMM
0.5%
COM
MLPX
0.5%
GLB X MLP ENRG I
CVS
0.49%
COM
MCK
0.46%
COM
TGT
0.46%
COM
CMI
0.45%
COM
MCD
0.45%
COM
THG
0.41%
COM
VIAB
0.41%
CL B
CCL
0.4%
PAIRED CTF
ADM
0.4%
COM
CBT
0.4%
COM
TJX
0.4%
COM
TM
0.39%
SP ADR REP2COM
BND
0.39%
TOTAL BND MRKT
PCH
0.38%
COM
MUNI
0.37%
INTER MUN BD ST
PDM
0.35%
COM CL A
T
0.35%
COM
GBX
0.34%
COM
EXC
0.33%
COM
TIP
0.33%
TIPS BD ETF
PRU
0.31%
COM
FAF
0.31%
COM
WYN
0.3%
COM
ETN
0.29%
SHS
IBM
0.29%
COM
PNC
0.28%
COM
NOC
0.28%
COM
CLDT
0.27%
COM
AET
0.27%
COM
KMB
0.25%
COM
RE
0.24%
COM
TSN
0.24%
CL A
NEM
0.24%
COM
HRC
0.24%
COM
JCOM
0.23%
COM
FDX
0.22%
COM
DAL
0.22%
COM NEW
EAT
0.22%
COM
EHC
0.21%
COM
MPC
0.21%
COM
SJM
0.2%
COM NEW
ALSN
0.2%
COM
GIS
0.19%
COM
PSX
0.19%
COM
OMC
0.18%
COM
IP
0.18%
COM
ROST
0.18%
COM
CNP
0.18%
COM
CMS
0.17%
COM
WBA
0.17%
COM
GDX
0.17%
GOLD MINERS ETF
DLX
0.17%
COM
ANTM
0.17%
COM
ITR
0.16%
INTR TRM CORP BD
FITB
0.16%
COM
BBT
0.16%
COM
DIS
0.16%
COM DISNEY
AFL
0.16%
COM
HRB
0.16%
COM
SCHF
0.15%
INTL EQTY ETF
DOX
0.15%
ORD
CERN
0.15%
COM
ALL
0.15%
COM
C
0.15%
COM NEW
HFC
0.14%
COM
GOOG
0.14%
CAP STK CL C
VSH
0.14%
COM
EGP
0.14%
COM
GLW
0.14%
COM
ORI
0.14%
COM
MINT
0.13%
ENHAN SHRT MAT
EIX
0.13%
COM
MLHR
0.13%
COM
PPG
0.13%
COM
WH
0.13%
COM
SWK
0.13%
COM
RBC
0.12%
COM
BG
0.12%
COM
INFY
0.12%
SPONSORED ADR
HD
0.11%
COM
GD
0.11%
COM
HST
0.11%
COM
VVC
0.11%
COM
OKE
0.11%
COM
HCA
0.11%
COM
ITW
0.11%
COM
MEAR
0.11%
SHR MAT MU ETF
DSL
0.11%
COM
DGX
0.1%
COM
UNM
0.1%
COM
CNI
0.1%
COM
MRK
0.09%
COM
RCL
0.09%
COM
BA
0.09%
COM
BBY
0.09%
COM
NEAR
0.09%
SHT MAT BD ETF
DAN
0.09%
COM
RF
0.09%
COM
FNDA
0.09%
SCHWAB FDT US SC
PLD
0.08%
COM
COF
0.08%
COM
SCHD
0.08%
US DIVIDEND EQ
F
0.08%
COM PAR $0.01
BP
0.08%
SPONSORED ADR
LW
0.08%
COM
GILD
0.08%
COM
CINF
0.08%
COM
CA
0.08%
COM
ABC
0.08%
COM
AFG
0.07%
COM
PBCT
0.07%
COM
HBAN
0.07%
COM
COP
0.07%
COM
SCHV
0.07%
US LCAP VA ETF
AVT
0.07%
COM
IDLV
0.07%
S&P INTL LOW
VFC
0.07%
COM
FNDX
0.07%
SCHWAB FDT US LG
UMPQ
0.07%
COM
CAT
0.06%
COM
DG
0.06%
COM
ADP
0.06%
COM
AEP
0.06%
COM
RGA
0.06%
COM NEW
FLO
0.06%
COM
TMK
0.06%
COM
BRK.B
0.05%
CL B NEW
RHI
0.05%
COM
MUB
0.05%
NAT AMT FREE BD
LSI
0.05%
COM
FL
0.05%
COM
XHR
0.05%
COM
ESRX
0.05%
COM
KKR
0.05%
COM UNITS
GPI
0.05%
COM
SNX
0.05%
COM
ABT
0.05%
COM
SCHZ
0.05%
US AGGREGATE B
SNA
0.05%
COM
RTN
0.05%
COM NEW
BAH
0.05%
CL A
VV
0.04%
LARGE CAP ETF
PEG
0.04%
COM
TSM
0.04%
SPONSORED ADR
CR
0.04%
COM
SMLF
0.04%
MSCI USA SMLCP
PCAR
0.04%
COM
VTV
0.04%
VALUE ETF
CAG
0.04%
COM
BXMT
0.04%
COM CL A
LAZ
0.04%
SHS A
GLD
0.04%
GOLD SHS
AES
0.04%
COM
NEE
0.04%
COM
SPY
0.04%
TR UNIT
NFG
0.04%
COM
HYD
0.04%
HIGH YLD MUN ETF
PBF
0.04%
CL A
MDT
0.04%
SHS
SCHE
0.03%
EMRG MKTEQ ETF
PFG
0.03%
COM
WU
0.03%
COM
AMAT
0.03%
COM
SCHA
0.03%
US SML CAP ETF
GPS
0.03%
COM
BWA
0.03%
COM
CBS
0.03%
CL B
MET
0.03%
COM
CIU
0.03%
INTERM CR BD ETF
BIG
0.03%
COM
CNK
0.03%
COM
OFC
0.03%
SH BEN INT
GE
0.03%
COM
IGR
0.02%
COM
NLY
0.02%
COM
HMNY
< 0.01%
COM PAR
SAFM
0.13%
COM
OC
0.12%
COM
JPST
0.09%
ULTRA SHRT INC
PEOPLES ...
0.08%
COM
OMI
0.07%
COM
SPTN
0.04%
COM
EFX
0.04%
COM
LAD
0.04%
CL A
FLIR
0.04%
COM
GM
0.04%
COM
WSBC
0.03%
COM
SCHX
0.03%
US LRG CAP ETF
CVG
0.03%
COM