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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
56
11
10
1
5
2
35
6
6
GLOBAL FINANCIAL PRIVATE CAPITAL LLC

Time Period2018-12-31

Total Holdings337

Total Value ($x1000)1,844,888
Activities
New29

Increased72

Unchanged6

Decreased230

Sold Out211

Top 10 Stock Holdingstotal 25.53%
SPY3.95

USMV3.34

ITOT3.05

RSP2.9

MDY2.68

 
GWL2.09

VEA1.96

IWB1.9

QUAL1.83

VTV1.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
3.95%
TR UNIT
USMV
3.34%
USA MIN VOL ETF
ITOT
3.05%
CORE S&P TTL STK
RSP
2.9%
S&P500 EQL WGT
MDY
2.68%
UTSER1 S&PDCRP
GWL
2.09%
S&P WRLD EX US
VEA
1.96%
FTSE DEV MKT ETF
IWB
1.9%
RUS 1000 ETF
QUAL
1.83%
MSCI USA QLT FAC
VTV
1.83%
VALUE ETF
IJR
1.81%
CORE S&P SCP ETF
EFA
1.77%
MSCI EAFE ETF
VUG
1.64%
GROWTH ETF
ITR
1.48%
INTR TRM CORP BD
BNDX
1.44%
INTL BD IDX ETF
TOTL
1.37%
SPDR TR TACTIC
EMB
1.36%
JP MOR EM MK ETF
FTSL
1.31%
SENIOR LN FD
VOO
1.28%
SHS
SHV
1.2%
SHRT TRS BD ETF
VZ
1.1%
COM
BSV
1.05%
SHORT TRM BOND
JNK
1.04%
BRC HGH YLD BD
T
1.02%
COM
QQQ
1%
UNIT SER 1
XOM
0.91%
COM
CVX
0.87%
COM
ABBV
0.84%
COM
IEMG
0.82%
CORE MSCI EMKT
TWOK
0.81%
SPDR RUSSEL 2000
MO
0.8%
COM
KO
0.78%
COM
CCI
0.77%
COM
EEM
0.77%
MSCI EMG MKT ETF
LAG
0.76%
BRCLYS AGG ETF
DUK
0.74%
COM NEW
PM
0.71%
COM
D
0.7%
COM
BP
0.69%
SPONSORED ADR
TLO
0.67%
BRCLYS LG TRS ET
GSK
0.66%
SPONSORED ADR
OUSA
0.66%
OSHARS FTSE US
AGG
0.65%
CORE TOTUSBD ETF
IPE
0.64%
BARCLYS TIPS ETF
HEDJ
0.62%
EUROPE HEDGED EQ
NEAR
0.61%
SHT MAT BD ETF
XLK
0.61%
TECHNOLOGY
GSY
0.61%
ULTRA SHRT DUR
BCE
0.6%
COM NEW
VOD
0.58%
SPNSR ADR NO PAR
KMB
0.58%
COM
GMM
0.57%
EMERG MKTS ETF
VWO
0.57%
FTSE EMR MKT ETF
VMBS
0.56%
MORTG-BACK SEC
BIV
0.55%
INTERMED TERM
VB
0.55%
SMALL CP ETF
PG
0.54%
COM
VTR
0.52%
COM
BLV
0.51%
LONG TERM BOND
GWX
0.5%
S&P INTL SMLCP
OXY
0.5%
COM
NGG
0.49%
SPONSORED ADR NE
SO
0.48%
COM
UPS
0.47%
CL B
PEP
0.46%
COM
CM
0.44%
COM
RWX
0.44%
DJ INTL RL ETF
AAPL
0.44%
COM
XLY
0.43%
SBI CONS DISCR
HCN
0.42%
COM
IVV
0.41%
CORE S&P500 ETF
PPL
0.41%
COM
GVI
0.41%
INTRM GOV/CR ETF
XLE
0.41%
SBI INT-ENERGY
RWR
0.41%
DJ REIT ETF
CIU
0.38%
INTERM CR BD ETF
HYS
0.36%
0-5 HIGH YIELD
JPST
0.36%
ULTRA SHRT INC
SRLN
0.35%
BLKSTN GSOSRLN
XLF
0.34%
SBI INT-FINL
CAPE
0.34%
BARC ETN+SHILL
MINT
0.33%
ENHAN SHRT MAT
RIGS
0.33%
RIVRFRNT STR INC
TOT
0.31%
SPONSORED ADR
FXL
0.31%
TECH ALPHADEX
BTI
0.3%
SPONSORED ADR
GIS
0.29%
COM
DNP
0.29%
COM
MSFT
0.29%
COM
HYG
0.28%
IBOXX HI YD ETF
AEP
0.27%
COM
FXH
0.27%
HLTH CARE ALPH
BRK.B
0.26%
CL B NEW
PFE
0.26%
COM
AZN
0.24%
SPONSORED ADR
HD
0.24%
COM
CSCO
0.23%
COM
DVY
0.23%
SELECT DIVID ETF
PWV
0.23%
DYNMC LRG VALU
AMZN
0.23%
COM
INTC
0.22%
COM
JNJ
0.22%
COM
BA
0.22%
COM
DLN
0.22%
LARGECAP DIVID
SCPB
0.22%
BARC SHT TR CP
IWD
0.22%
RUS 1000 VAL ETF
ANGL
0.21%
FALLEN ANGEL HG
CWB
0.21%
BRC CNV SECS ETF
SPYD
0.21%
SP500 HIGH DIV
O
0.21%
COM
V
0.2%
COM CL A
XLI
0.2%
SBI INT-INDS
XLP
0.2%
SBI CONS STPLS
WM
0.2%
COM
UNH
0.19%
COM
MLPA
0.19%
GLBL X MLP ETF
FB
0.19%
CL A
VPL
0.19%
MEGA CAP GRO ETF
FLOT
0.18%
FLTG RATE BD ETF
WMT
0.18%
COM
JPM
0.18%
COM
MA
0.18%
CL A
AMGN
0.18%
COM
PNC
0.17%
COM
CAT
0.17%
COM
CDW
0.17%
COM
NSC
0.17%
COM
EWX
0.16%
S&P EMKTSC ETF
GOOGL
0.16%
CAP STK CL A
BMY
0.16%
COM
SDY
0.16%
S&P DIVID ETF
DAL
0.16%
COM NEW
BAC
0.16%
COM
SJNK
0.16%
SHT TRM HGH YLD
SPHD
0.16%
S&P500 HDL VOL
SABR
0.15%
COM
MS
0.15%
COM NEW
WIP
0.15%
DB INT GVT ETF
HBAN
0.15%
COM
EBND
0.15%
BRCLY EM LOCL
KHC
0.15%
COM
TMUS
0.15%
COM
STWD
0.15%
COM
CMCSA
0.15%
CL A
AXP
0.15%
COM
DHI
0.15%
COM
EXC
0.15%
COM
PRU
0.15%
COM
AMT
0.15%
COM
SYK
0.14%
COM
SYY
0.14%
COM
IWM
0.14%
RUSSELL 2000 ETF
IJT
0.14%
SP SMCP600GR ETF
QTEC
0.14%
SHS
LULU
0.14%
COM
MBB
0.14%
MBS ETF
BBY
0.14%
COM
DGRW
0.13%
US DIVD GRT FD
BR
0.13%
COM
FDN
0.13%
DJ INTERNT IDX
RCL
0.13%
COM
ZBRA
0.13%
CL A
BBN
0.13%
SHS
AOM
0.12%
MODERT ALLOC ETF
IVZ
0.12%
SHS
XLV
0.12%
SBI HEALTHCARE
CFG
0.12%
COM
LQD
0.12%
IBOXX INV CP ETF
AOR
0.11%
GRWT ALLOCAT ETF
IJK
0.11%
S&P MC 400GR ETF
OKE
0.11%
COM
WCG
0.11%
COM
CNP
0.11%
COM
VLO
0.1%
COM
DIA
0.1%
UT SER 1
PSK
0.1%
WELLS FG PFD ETF
HDV
0.09%
HIGH DIVIDND ETF
PLD
0.09%
COM
AVGO
0.09%
COM
IVW
0.09%
S&P 500 GRWT ETF
TSN
0.09%
CL A
DES
0.09%
SMALLCAP DIVID
DPG
0.08%
COM
MINC
0.08%
NEWFLT MULSINC
VIG
0.08%
DIV APP ETF
ARR
0.08%
COM NEW
IWO
0.08%
RUS 2000 GRW ETF
PKG
0.08%
COM
NFLX
0.07%
COM
PFF
0.07%
U.S. PFD STK ETF
VBR
0.07%
SM CP VAL ETF
ABT
0.07%
COM
STLD
0.07%
COM
JKH
0.06%
MRGSTR MD CP GRW
FPL
0.06%
COM
MRK
0.06%
COM
FTCS
0.06%
CAP STRENGTH ETF
AMLP
0.06%
ALERIAN MLP
BND
0.06%
TOTAL BND MRKT
SPLV
0.06%
S&P500 LOW VOL
IWC
0.06%
MICRO-CAP ETF
XLRE
0.06%
RL EST SEL SEC
NZF
0.06%
COM SH BEN INT
FVC
0.06%
DORSEY WRIGHT
QEFA
0.06%
EAFE QUAL MIX
VYM
0.06%
HIGH DIV YLD
VNQ
0.06%
REIT ETF
IVE
0.06%
S&P 500 VAL ETF
EMLP
0.05%
NO AMER ENERGY
VTI
0.05%
TOTAL STK MKT
DIV
0.05%
GLOBX SUPDV US
IAU
0.05%
ISHARES
CVS
0.05%
COM
AOA
0.05%
AGGRES ALLOC ETF
FTY
0.05%
REAL EST 50 ETF
UNP
0.04%
COM
GOOG
0.04%
CAP STK CL C
AGNC
0.04%
COM
GLD
0.04%
GOLD SHS
VPU
0.04%
UTILITIES ETF
SHY
0.04%
1-3 YR TR BD ETF
PEG
0.04%
COM
FTSM
0.04%
FIRST TR ENH NEW
IBM
0.04%
COM
CMBS
0.04%
CMBS ETF
MDLZ
0.04%
CL A
VMW
0.04%
CL A COM
FTGC
0.04%
FST TR GLB FD
TIP
0.04%
TIPS BD ETF
MCD
0.04%
COM
NLY
0.04%
COM
ALSN
0.04%
COM
DIS
0.04%
COM DISNEY
HEEM
0.04%
CUR HD MSCI EM
VDC
0.04%
CONSUM STP ETF
AMZA
0.03%
INFRAC ACT MLP
HEFA
0.03%
HDG MSCI EAFE
NSP
0.03%
COM
EBS
0.03%
COM
PDBC
0.03%
OPTIMUM YIELD
EW
0.03%
COM
EVT
0.03%
COM
LRCX
0.03%
COM
ICF
0.03%
COHEN&STEER REIT
NEE
0.03%
COM
MUA
0.03%
COM
ED
0.03%
COM
ITA
0.03%
U.S. AER&DEF ETF
VGT
0.03%
INF TECH ETF
JW/A
0.03%
CL A
EXG
0.03%
COM
HYLS
0.03%
FIRST TR TA HIYL
TSCO
0.03%
COM
VWOB
0.03%
EMERG MKT BD ETF
PPG
0.03%
COM
AOK
0.03%
CONSER ALLOC ETF
SHYG
0.03%
0-5YR HI YL CP
IDU
0.03%
U.S. UTILITS ETF
FTA
0.03%
COM SHS
KEY
0.03%
COM
AGR
0.03%
COM
CGC
0.03%
COM
IWF
0.03%
RUS 1000 GRW ETF
NFLT
0.02%
VIRTUS NEWFLEET
APD
0.02%
COM
CRM
0.02%
COM
BSCK
0.02%
BULSHS 2020 CB
ADBE
0.02%
COM
ETR
0.02%
COM
CONE
0.02%
COM
ZTS
0.02%
CL A
FDL
0.02%
SHS
IQV
0.02%
COM
BSCJ
0.02%
BULSHS 2019 CB
AVY
0.02%
COM
PXD
0.02%
COM
NKE
0.02%
CL B
FTC
0.02%
COM SHS
RY
0.02%
COM
COP
0.02%
COM
LMT
0.02%
COM
HTA
0.02%
CL A NEW
VO
0.02%
MID CAP ETF
NVDA
0.02%
COM
COF
0.02%
COM
GE
0.02%
COM
PSCH
0.02%
S&P SMLCP HELT
IFGL
0.02%
INTL DEV RE ETF
EHC
0.02%
COM
FBT
0.02%
NY ARCA BIOTECH
HON
0.02%
COM
XLU
0.02%
SBI INT-UTILS
MMIN
0.02%
IQ MACKAY SHLD
NXJ
0.02%
COM
CMA
0.02%
COM
SOCL
0.02%
SOCIAL MED ETF
DON
0.01%
MIDCAP DIVI FD
BSJJ
0.01%
BULSHS 2019 HY
IVOV
0.01%
MIDCP 400 VAL
MMM
0.01%
COM
WPC
0.01%
COM
BSCL
0.01%
BULSHS 2021 CB
NRZ
0.01%
COM NEW
NKTR
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
BLHY
0.01%
VIRTUS DYNMC ETF
DWDP
0.01%
COM
RTN
0.01%
COM NEW
FNX
0.01%
COM SHS
IWV
0.01%
RUSSELL 3000 ETF
BAX
0.01%
COM
IDA
0.01%
COM
DNKN
0.01%
COM
DTE
0.01%
COM
IYH
0.01%
US HLTHCARE ETF
LBAI
0.01%
COM
FV
0.01%
DORSEY WRT 5 ETF
AFIN
0.01%
COM CLASS A
MAIN
0.01%
COM
SBUX
0.01%
COM
AMJ
0.01%
ALERIAN ML ETN
RDS/B
0.01%
SPON ADR B
TIF
0.01%
COM
ACN
0.01%
SHS CLASS A
PGF
0.01%
FINL PFD ETF
CMC
0.01%
COM
ABR
0.01%
COM
SLV
0.01%
ISHARES
AFIF
0.01%
ANFIELD UNVL ETF
RQI
0.01%
COM
JPS
0.01%
COM
CRHM
0.01%
COM
APHA
0.01%
COM
F
< 0.01%
COM PAR $0.01
GAB
< 0.01%
COM
ATIS
< 0.01%
COM
ATISW
< 0.01%
*W EXP 01/10/202
JPIN
0.92%
DIV RTN INT EQ
PSA
0.4%
COM
VBK
0.14%
SML CP GRW ETF
DXC
0.13%
COM
VOT
0.12%
MCAP GR IDXVIP
FXZ
0.12%
MATERIALS ALPH
PVH
0.12%
COM
VOE
0.11%
MCAP VL IDXVIP
NTAP
0.11%
COM
PSX
0.1%
COM
TGT
0.09%
COM
GM
0.09%
COM
GNRC
0.09%
COM
WSFS
0.09%
COM
UTX
0.09%
COM
HBC
0.08%
SPON ADR NEW
BSCI
0.08%
BULSHS2018 COR
COL
0.08%
COM
MCHP
0.08%
COM
ING
0.07%
SPONSORED ADR
RSG
0.06%
COM
CTL
0.06%
COM
QCOM
0.06%
COM
ADM
0.06%
COM
ILMN
0.06%
COM
MPC
0.06%
COM
TXN
0.06%
COM
IGV
0.05%
NA TEC-SFTWR ETF
ENR
0.05%
COM
KSS
0.05%
COM
FTNT
0.05%
COM
BBT
0.05%
COM
MCO
0.05%
COM
AFL
0.05%
COM
GDOT
0.05%
CL A
TSLA
0.05%
COM
XOP
0.05%
S&P OILGAS EXP
SLF
0.05%
COM
SPGI
0.05%
COM
LQDH
0.05%
INT RT HDG C B
CL
0.04%
COM
PDI
0.04%
SHS
FIS
0.04%
COM
FXD
0.04%
CONSUMR DISCRE
PYPL
0.04%
COM
ECL
0.04%
COM
TXT
0.04%
COM
DHR
0.04%
COM
HP
0.04%
COM
SPYG
0.04%
S&P 500 GROWTH
FISV
0.04%
COM
NDAQ
0.04%
COM
SCHE
0.04%
EMRG MKTEQ ETF
YUM
0.04%
COM
XYL
0.04%
COM
INFO
0.04%
SHS
EL
0.04%
CL A
ANDV
0.04%
COM
CTAS
0.04%
COM
HRS
0.04%
COM
GMED
0.04%
CL A
NRG
0.04%
COM NEW
IJS
0.04%
SP SMCP600VL ETF
ESRX
0.03%
COM
IXUS
0.03%
CORE MSCITOTAL
RDS/A
0.03%
SPONS ADR A
INTU
0.03%
COM
CTXS
0.03%
COM
PGX
0.03%
PFD ETF
GD
0.03%
COM
BABA
0.03%
SPONSORED ADS
FVD
0.03%
SHS
FDLO
0.03%
LOW VOLITY ETF
NOC
0.03%
COM
DGRO
0.03%
CORE DIV GRWTH
X
0.03%
COM
PKI
0.03%
COM
C
0.03%
COM NEW
EFAV
0.03%
EAFE MIN VOL ETF
ACWV
0.03%
CNTRY MIN VL ETF
PDP
0.03%
DWA MOMENTUM
FDD
0.03%
COMMON SHS
IYW
0.03%
U.S. TECH ETF
PGR
0.03%
COM
TROW
0.03%
COM
NUE
0.03%
COM
GSIE
0.02%
ACTIVEBETA INT
HII
0.02%
COM
TEVA
0.02%
ADR
HRL
0.02%
COM
CELG
0.02%
COM
EA
0.02%
COM
PNQI
0.02%
NASDAQ INTERNT
MCK
0.02%
COM
DG
0.02%
COM
HYD
0.02%
HIGH YLD MUN ETF
GS
0.02%
COM
IJH
0.02%
CORE S&P MCP ETF
MSI
0.02%
COM NEW
BSJI
0.02%
BULSHS 2018 HY
ROST
0.02%
COM
XTL
0.02%
S&P TELECOM
ALGN
0.02%
COM
ALL
0.02%
COM
SCHD
0.02%
US DIVIDEND EQ
VNQI
0.02%
GLB EX US ETF
IYC
0.02%
U.S. CNSM SV ETF
CAE
0.02%
COM
SPR
0.02%
COM CL A
SMG
0.02%
CL A
CW
0.02%
COM
BK
0.02%
COM
LLY
0.02%
COM
MTB
0.02%
COM
MTUM
0.02%
MSCI USAMOMFCT
AMAT
0.02%
COM
BWXT
0.02%
COM
LEA
0.02%
COM NEW
SSO
0.02%
PSHS ULT S&P 500
IBB
0.02%
NASDQ BIOTEC ETF
STT
0.02%
COM
DWAS
0.02%
DWA SMLCP MENT
FEP
0.02%
EUROPE ALPHA
UNG
0.02%
UNIT PAR
IMPV
0.02%
COM
ENV
0.02%
COM
ANTM
0.02%
COM
TJX
0.02%
COM
LMBS
0.01%
FST LOW MTG ETF
IEFA
0.01%
CORE MSCI EAFE
SHW
0.01%
COM
CI
0.01%
COM
SMH
0.01%
SEMICONDUCTOR ET
IFV
0.01%
DORSEY WRIGHT
IDV
0.01%
INTL SEL DIV ETF
ADP
0.01%
COM
XSLV
0.01%
S&P SMLCP LOW
DWLV
0.01%
DWA MOMENT LOW
LVHD
0.01%
LOW DIVI ETF
FTEC
0.01%
MSCI INFO TECH I
KRE
0.01%
S&P REGL BKG
VEU
0.01%
ALLWRLD EX US
DE
0.01%
COM
TEL
0.01%
REG SHS
ICVT
0.01%
CONV BD ETF
PTF
0.01%
DWA TECHNOLOGY
IDLV
0.01%
S&P INTL LOW
SDIV
0.01%
GLB X SUPERDIV
VDE
0.01%
ENERGY ETF
WEC
0.01%
COM
QLD
0.01%
PSHS ULTRA QQQ
IXN
0.01%
GLOBAL TECH ETF
RMD
0.01%
COM
FYX
0.01%
COM SHS
LUV
0.01%
COM
SYMC
0.01%
COM
LDOS
0.01%
COM
PWB
0.01%
DYNMC LRG GWTH
PXLG
0.01%
RUSSEL 200 GWT
COST
0.01%
COM
IHF
0.01%
US HLTHCR PR ETF
SRE
0.01%
COM
TRI
0.01%
COM
VXUS
0.01%
VG TL INTL STK F
RJF
0.01%
COM
VIS
0.01%
INDUSTRIAL ETF
URI
0.01%
COM
FDRR
0.01%
DIVID ETF RISI
WFC
0.01%
COM
FPX
0.01%
SHS
EOG
0.01%
COM
LH
0.01%
COM NEW
BSJK
0.01%
BULSHS 2020 HY
SKYY
0.01%
ISE CLOUD COMP
ALXN
0.01%
COM
JHML
0.01%
MULTIFACTOR LA
IVOO
0.01%
MIDCP 400 IDX
GOVT
0.01%
U.S. TRS BD ETF
SMMV
0.01%
EDGE MSCI MINM
GWW
0.01%
COM
ATVI
0.01%
COM
DGX
0.01%
COM
SRC
0.01%
COM
EIX
0.01%
COM
BX
0.01%
COM UNIT LTD
OEF
0.01%
S&P 100 ETF
MU
0.01%
COM
BOTZ
0.01%
RBTCS ARTFL IN
PSEC
0.01%
COM
IDXX
0.01%
COM
ORCL
0.01%
COM
NTRS
0.01%
COM
IYE
0.01%
U.S. ENERGY ETF
XMLV
0.01%
S&P MIDCP LOW
ETN
0.01%
SHS
FLS
0.01%
COM
PIZ
0.01%
DWA DEV MKTS
VCIT
0.01%
INT-TERM CORP
PBE
0.01%
DYNMC BIOTECH
CHKP
0.01%
ORD
EMN
0.01%
COM
FHLC
0.01%
MSCI HLTH CARE I
LOW
0.01%
COM
XTN
0.01%
S&P TRANSN ETF
BSCM
0.01%
BULSHS 2022 CB
VYMI
0.01%
INTL HIGH ETF
QAI
0.01%
HEDGE MLTI ETF
FTXO
0.01%
NASDAQ BK ETF
PIE
0.01%
DWA EMERG MKTS
CRON
< 0.01%
COM
TRXC
< 0.01%
COM NEW