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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.
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Large
Value
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Small
Growth
27
1
2
2
2
0
20
4
0
KEN STERN ASSOCIATES INC

Time Period2018-09-30

Total Holdings133

Total Value ($x1000)229,771
Activities
New25

Increased43

Unchanged42

Decreased23

Sold Out21

Top 10 Stock Holdingstotal 56.23%
ESS17.96

IWO5.73

VEA4.93

BND4.63

SHV4.31

 
IEF4.26

VGT4.16

XLY3.75

MTUM3.34

ITA3.16

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ESS
17.96%
COM
IWO
5.73%
RUS 2000 GRW ETF
VEA
4.93%
FTSE DEV MKT ETF
BND
4.63%
TOTAL BND MRKT
SHV
4.31%
SHRT TRS BD ETF
IEF
4.26%
7-10 Y TR BD ETF
VGT
4.16%
INF TECH ETF
XLY
3.75%
SBI CONS DISCR
MTUM
3.34%
MSCI USAMOMFCT
ITA
3.16%
U.S. AER&DEF ETF
FDN
3.12%
DJ INTERNT IDX
VTV
2.71%
VALUE ETF
SPY
2.46%
TR UNIT
XLV
1.94%
SBI HEALTHCARE
XLI
1.78%
SBI INT-INDS
XLF
1.77%
SBI INT-FINL
XLE
1.65%
SBI INT-ENERGY
IHI
1.46%
U.S. MED DVC ETF
IHF
1.29%
US HLTHCR PR ETF
AAPL
1.18%
COM
DIVY
0.67%
DIVS ETF
AMZN
0.63%
COM
GSLC
0.61%
EQUITY ETF
JNJ
0.61%
COM
GOOGL
0.48%
CAP STK CL A
BSCI
0.47%
BULSHS2018 COR
LDOS
0.46%
COM
VTI
0.41%
TOTAL STK MKT
RCD
0.38%
S&P500 EQL DIS
BSCK
0.38%
BULSHS 2020 CB
RYT
0.38%
S&P500 EQL TEC
RGI
0.38%
S&P500 EQL IND
PFE
0.36%
COM
QCOM
0.36%
COM
RYH
0.36%
S&P500 EQL HLT
SDY
0.35%
S&P DIVID ETF
IGV
0.33%
NA TEC-SFTWR ETF
RYF
0.32%
S&P500 EQL FIN
BSCJ
0.32%
BULSHS 2019 CB
PRF
0.31%
FTSE RAFI 1000
AET
0.31%
COM
VRP
0.3%
VAR RATE PFD
PHB
0.3%
FNDMNTL HY CRP
HON
0.3%
COM
V
0.3%
COM CL A
TMO
0.3%
COM
ABBV
0.29%
COM
PGX
0.29%
PFD ETF
CSCO
0.28%
COM
INTC
0.28%
COM
XAR
0.28%
AEROSPACE DEF
SAIC
0.28%
COM
GLW
0.28%
COM
FDRR
0.26%
DIVID ETF RISI
FTEC
0.25%
MSCI INFO TECH I
LH
0.25%
COM NEW
VDC
0.24%
CONSUM STP ETF
DAL
0.23%
COM NEW
TDIV
0.23%
NASD TECH DIV
PG
0.22%
COM
DIS
0.21%
COM DISNEY
XOM
0.21%
COM
PEP
0.21%
COM
KIE
0.2%
S&P INS ETF
ITW
0.2%
COM
JPM
0.2%
COM
VGK
0.19%
FTSE EUROPE ETF
C
0.19%
COM NEW
VZ
0.19%
COM
WFC
0.19%
COM
IGF
0.18%
GLB INFRASTR ETF
PPL
0.18%
COM
CPT
0.18%
SH BEN INT
FITB
0.18%
COM
PCAR
0.18%
COM
ETN
0.17%
SHS
BSCL
0.17%
BULSHS 2021 CB
AFIN
0.17%
COM CLASS A
LRCX
0.17%
COM
IVV
0.16%
CORE S&P500 ETF
VOO
0.16%
SHS
MU
0.16%
COM
LYB
0.16%
SHS - A -
T
0.16%
COM
DUK
0.15%
COM NEW
BKLN
0.15%
SR LN ETF
IBB
0.15%
NASDQ BIOTEC ETF
MLPA
0.15%
GLBL X MLP ETF
HCN
0.15%
COM
JPUS
0.15%
F JPMORGAN DIVER
RYU
0.15%
S&P500 EQL UTL
EMB
0.15%
JP MOR EM MK ETF
GOOG
0.14%
CAP STK CL C
RYE
0.14%
S&P500 EQL ENR
SO
0.14%
COM
RHS
0.14%
S&P500 EQL STP
HAL
0.14%
COM
AOR
0.14%
GRWT ALLOCAT ETF
UPS
0.13%
CL B
ALXN
0.13%
COM
CVS
0.13%
COM
IYR
0.13%
U.S. REAL ES ETF
SBUX
0.13%
COM
RWO
0.13%
DJ GLB RL ES ETF
IJT
0.13%
SP SMCP600GR ETF
FHLC
0.13%
MSCI HLTH CARE I
FNCL
0.12%
MSCI FINLS IDX
CCL
0.12%
PAIRED CTF
BLK
0.12%
COM
HST
0.12%
COM
KMB
0.12%
COM
IJS
0.12%
SP SMCP600VL ETF
CVX
0.12%
COM
IDV
0.12%
INTL SEL DIV ETF
PFXF
0.12%
PFD SECS EX FINL
RTM
0.12%
S&P500 EQL MAT
SDOG
0.12%
SECTR DIV DOGS
FDIS
0.12%
MSCI CONSM DIS
MDIV
0.11%
MULTI ASSET DI
ISRG
0.11%
COM NEW
FDX
0.11%
COM
APLE
0.11%
COM NEW
FIDU
0.11%
MSCI INDL INDX
COST
0.11%
COM
CELG
0.11%
COM
MCD
0.1%
COM
IWM
0.1%
RUSSELL 2000 ETF
DWDP
0.1%
COM
TSN
0.09%
CL A
EEM
0.09%
MSCI EMG MKT ETF
O
0.09%
COM
AGG
0.09%
CORE TOTUSBD ETF
USO
0.08%
UNITS
IYF
3.24%
U.S. FINLS ETF
VB
1.3%
SMALL CP ETF
BSCI
0.51%
GUG BULL2018 E
BSCK
0.36%
GUG BULL2020 E
RCD
0.33%
GUG S&P SC500 EQ
VRP
0.32%
VAR RATE PFD POR
PHB
0.32%
FDM HG YLD RAFI
PRF
0.31%
FTSE RAFI 1000
BSCJ
0.29%
GUG BULL2019 E
RYT
0.29%
GUG S&P500EQWTTE
RYF
0.27%
GUG S&P500EQWTFI
RYH
0.23%
GUG S&P500EQWTHC
RGI
0.22%
GUG S&P500 EQ WT
BSCL
0.18%
GUGG BULSH 2021
PGX
0.17%
AGG PFD PORT
BKLN
0.16%
SENIOR LN PORT
RYE
0.13%
GUG S&P500EQWTEN
RYU
0.12%
GUG S&P500EQWTUT
RHS
0.1%
GUG S&P500 EWCON
RTM
0.09%
GUG S&P500EQWTMA
JPST
0.09%
ULTRA SHRT INC