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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
44
5
0
0
2
0
40
3
1
IAB FINANCIAL BANK

Time Period2017-06-30

Total Holdings138

Total Value ($x1000)204,337
Activities
New10

Increased78

Unchanged20

Decreased30

Sold Out9

Top 10 Stock Holdingstotal 40.12%
FELE9.83

VGT5.86

WFC4.32

JPM4.25

AAPL4.01

 
V2.61

VB2.46

SYK2.39

UNH2.21

UTX2.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FELE
9.83%
COM
VGT
5.86%
INF TECH ETF
WFC
4.32%
COM
JPM
4.25%
COM
AAPL
4.01%
COM
V
2.61%
COM CL A
VB
2.46%
SMALL CP ETF
SYK
2.39%
COM
UNH
2.21%
COM
UTX
2.18%
COM
CVS
2.03%
COM
VO
1.9%
MID CAP ETF
CMI
1.8%
COM
PEP
1.69%
COM
VZ
1.66%
COM
VEA
1.6%
FTSE DEV MKT ETF
CNI
1.56%
COM
ABBV
1.53%
COM
PG
1.36%
COM
VNQ
1.35%
REIT ETF
XOM
1.27%
COM
CVX
1.27%
COM
VWO
1.25%
FTSE EMR MKT ETF
MSFT
1.13%
COM
BLK
1.06%
COM
INTC
1.03%
COM
CAT
0.87%
COM
JNJ
0.78%
COM
SLB
0.76%
COM
VLO
0.75%
COM
BRK.A
0.75%
CL A
AFL
0.71%
COM
VOO
0.69%
SHS
VTR
0.68%
COM
EFAV
0.67%
EAFE MIN VOL ETF
CL
0.65%
COM
ABT
0.65%
COM
QCOM
0.63%
COM
GOOGL
0.62%
CAP STK CL A
PM
0.61%
COM
RWO
0.6%
DJ GLB RL ES ETF
ORCL
0.58%
COM
VV
0.57%
LARGE CAP ETF
UPS
0.54%
CL B
SBUX
0.53%
COM
EMR
0.52%
COM
SHPG
0.51%
SPONSORED ADR
DIS
0.49%
COM DISNEY
MMM
0.48%
COM
PX
0.47%
COM
MCD
0.46%
COM
BRK.B
0.45%
CL B NEW
PSX
0.44%
COM
D
0.43%
COM
SCHC
0.42%
INTL SCEQT ETF
TJX
0.41%
COM
EEMV
0.4%
EM MK MINVOL ETF
GOOG
0.4%
CAP STK CL C
VXF
0.4%
EXTEND MKT ETF
CTSH
0.39%
CL A
REET
0.39%
GLOBAL REIT ETF
T
0.39%
COM
CELG
0.38%
COM
ZMH
0.38%
COM
ABC
0.37%
COM
COST
0.37%
COM
VFC
0.36%
COM
HD
0.35%
COM
MDT
0.35%
SHS
LNC
0.33%
COM
NVS
0.33%
SPONSORED ADR
BBT
0.33%
COM
SJNK
0.32%
SHT TRM HGH YLD
BIV
0.32%
INTERMED TERM
MYL
0.3%
SHS EURO
SRCL
0.3%
COM
GE
0.3%
COM
NKE
0.29%
CL B
BAX
0.29%
COM
NEE
0.29%
COM
MO
0.28%
COM
IEFA
0.28%
CORE MSCI EAFE
DD
0.28%
COM
C
0.27%
COM NEW
VEU
0.27%
ALLWRLD EX US
KO
0.27%
COM
CSCO
0.27%
COM
MON
0.26%
COM
IJR
0.26%
CORE S&P SCP ETF
IEMG
0.25%
CORE MSCI EMKT
MUH
0.24%
COM
HRL
0.23%
COM
FB
0.23%
CL A
BSV
0.22%
SHORT TRM BOND
AVGO
0.22%
SHS
ADP
0.21%
COM
AGN
0.21%
SHS
UNP
0.21%
COM
CINF
0.21%
COM
ACN
0.2%
SHS CLASS A
PSA
0.2%
COM
KMB
0.2%
COM
CSJ
0.19%
1-3 YR CR BD ETF
PFE
0.19%
COM
UN
0.19%
N Y SHS NEW
BDX
0.18%
COM
CME
0.18%
COM
TROW
0.18%
COM
MDLZ
0.18%
CL A
PFXF
0.18%
PFD SECS EX FINL
CWB
0.17%
BRC CNV SECS ETF
MOS
0.17%
COM
VNQI
0.17%
GLB EX US ETF
VCIT
0.17%
INT-TERM CORP
IJH
0.17%
CORE S&P MCP ETF
WMT
0.16%
COM
ITE
0.16%
BRCLYS INTER ETF
DRI
0.15%
COM
GS
0.14%
COM
AVB
0.14%
COM
NFG
0.14%
COM
AMT
0.13%
COM
VWOB
0.13%
EMERG MKT BD ETF
SCPB
0.13%
BARC SHT TR CP
PLOW
0.12%
COM
DEO
0.12%
SPON ADR NEW
SO
0.12%
COM
TXN
0.12%
COM
CMCSA
0.12%
CL A
BAC
0.11%
COM
DHR
0.11%
COM
IJK
0.11%
S&P MC 400GR ETF
SCHP
0.1%
US TIPS ETF
SPY
0.1%
TR UNIT
COP
0.1%
COM
TSCO
0.1%
COM
SHY
0.08%
1-3 YR TR BD ETF
CIU
0.07%
INTERM CR BD ETF
TGT
0.23%
COM
XLK
0.22%
TECHNOLOGY
XLY
0.2%
SBI CONS DISCR
XLF
0.14%
SBI INT-FINL
XLI
0.14%
SBI INT-INDS
XLV
0.13%
SBI HEALTHCARE
XLP
0.12%
SBI CONS STPLS
RWR
0.11%
DJ REIT ETF
APD
0.05%
COM