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
25
2
4
1
2
0
16
8
1
FUND EVALUATION GROUP LLC

Time Period2018-03-31

Total Holdings83

Total Value ($x1000)898,041
Activities
New3

Increased11

Unchanged48

Decreased21

Sold Out5

Top 10 Stock Holdingstotal 86.75%
IVV33.04

DDWM26.3

TIP7.72

SCHH7.57

TLT5.26

 
CSJ2.18

CIU1.85

IWV1.22

CATH0.88

IEI0.73

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
33.04%
CORE S&P500 ETF
DDWM
26.3%
CURRNCY INT EQ
TIP
7.72%
TIPS BD ETF
SCHH
7.57%
US REIT ETF
TLT
5.26%
20+ YR TR BD ETF
CSJ
2.18%
1-3 YR CR BD ETF
CIU
1.85%
INTERM CR BD ETF
IWV
1.22%
RUSSELL 3000 ETF
CATH
0.88%
S&P 500 CATHOLIC
IEI
0.73%
3-7 YR TR BD ETF
MSFT
0.48%
COM
SCHO
0.44%
SHT TM US TRES
MDT
0.36%
SHS
ADBE
0.35%
COM
BRK.B
0.34%
CL B NEW
UTX
0.32%
COM
SCZ
0.31%
EAFE SML CP ETF
AAPL
0.3%
COM
ORCL
0.29%
COM
CSCO
0.26%
COM
WMT
0.24%
COM
KO
0.24%
COM
BAC
0.24%
COM
CHRW
0.24%
COM NEW
CTSH
0.24%
CL A
IWR
0.23%
RUS MID-CAP ETF
EXPD
0.23%
COM
CMCSA
0.23%
CL A
HD
0.23%
COM
ACN
0.22%
SHS CLASS A
NVO
0.22%
ADR
PEP
0.21%
COM
MCHP
0.21%
COM
DHR
0.2%
COM
GD
0.19%
COM
PG
0.19%
COM
NKE
0.19%
CL B
LEN
0.19%
CL A
AMP
0.19%
COM
OSK
0.18%
COM
PPG
0.18%
COM
MLM
0.18%
COM
PYPL
0.18%
COM
AMGN
0.18%
COM
ANSS
0.18%
COM
PSX
0.18%
COM
GOOGL
0.17%
CAP STK CL A
ABBV
0.17%
COM
COF
0.17%
COM
VAR
0.16%
COM
BBVA
0.15%
SPONSORED ADR
JCI
0.15%
SHS
UN
0.15%
N Y SHS NEW
BIIB
0.15%
COM
EWBC
0.15%
COM
DIS
0.14%
COM DISNEY
IBM
0.14%
COM
DWDP
0.14%
COM
CB
0.14%
COM
JPM
0.14%
COM
NVS
0.14%
SPONSORED ADR
JNJ
0.14%
COM
MDLZ
0.13%
CL A
WBA
0.12%
COM
ACHC
0.12%
COM
PXD
0.12%
COM
KR
0.12%
COM
PII
0.12%
COM
NFG
0.12%
COM
BDX
0.12%
COM
ADM
0.12%
COM
HAL
0.11%
COM
MTU
0.1%
SPONSORED ADR
BOKF
0.1%
COM NEW
CFR
0.1%
COM
EQT
0.09%
COM
OMC
0.09%
COM
AES
0.09%
COM
ACWI
0.07%
MSCI ACWI ETF
DISCK
0.05%
COM SER C
RWO
0.05%
DJ GLB RL ES ETF
DBC
0.03%
UNIT BEN INT
AGG
0.03%
CORE TOTUSBD ETF
SNI
0.21%
CL A COM
AMGEN IN...
0.18%
COM
MMM
0.15%
COM
TSS
0.13%
COM
TPR
0.04%
COM