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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
25
1
2
2
2
0
19
3
0
KEN STERN ASSOCIATES INC

Time Period2017-12-31

Total Holdings117

Total Value ($x1000)229,492
Activities
New8

Increased25

Unchanged2

Decreased82

Sold Out6

Top 10 Stock Holdingstotal 57.7%
ESS17.9

BIV6.3

IWO5.07

VEA4.81

BND4.72

 
IEF4.12

SHV3.95

VGT3.75

XLI3.62

IYF3.46

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ESS
17.9%
COM
BIV
6.3%
INTERMED TERM
IWO
5.07%
RUS 2000 GRW ETF
VEA
4.81%
FTSE DEV MKT ETF
BND
4.72%
TOTAL BND MRKT
IEF
4.12%
7-10 Y TR BD ETF
SHV
3.95%
SHRT TRS BD ETF
VGT
3.75%
INF TECH ETF
XLI
3.62%
SBI INT-INDS
IYF
3.46%
U.S. FINLS ETF
XLY
3.35%
SBI CONS DISCR
MTUM
3.21%
MSCI USAMOMFCT
XHB
3.01%
S&P HOMEBUILD
PWV
2.81%
DYNM LRG CP VL
VEU
2.66%
ALLWRLD EX US
XLF
1.88%
SBI INT-FINL
SPY
1.75%
TR UNIT
XLV
1.73%
SBI HEALTHCARE
AAPL
0.91%
COM
GSLC
0.73%
EQUITY ETF
JNJ
0.63%
COM
VTI
0.62%
TOTAL STK MKT
AGG
0.48%
CORE TOTUSBD ETF
BSCK
0.45%
GUG BULL2020 E
BSCI
0.45%
GUG BULL2018 E
LDOS
0.45%
COM
GOOGL
0.43%
CAP STK CL A
QCOM
0.38%
COM
JPM
0.37%
COM
AMZN
0.36%
COM
VZ
0.35%
COM
SDY
0.34%
S&P DIVID ETF
VOO
0.33%
SHS
INTC
0.31%
COM
HON
0.31%
COM
PRF
0.3%
FTSE RAFI 1000
ABBV
0.3%
COM
BSCJ
0.29%
GUG BULL2019 E
CPT
0.28%
SH BEN INT
VRP
0.28%
VAR RATE PFD POR
PHB
0.28%
FDM HG YLD RAFI
VGK
0.27%
FTSE EUROPE ETF
PFE
0.27%
COM
AET
0.26%
COM
SAIC
0.26%
COM
IGV
0.25%
NA TEC-SFTWR ETF
GLW
0.24%
COM
ITW
0.24%
COM
PG
0.24%
COM
WFC
0.24%
COM
CSCO
0.24%
COM
XAR
0.23%
AEROSPACE DEF
TMO
0.23%
COM
RCD
0.23%
GUG S&P SC500 EQ
V
0.23%
COM CL A
LH
0.23%
COM NEW
PEP
0.23%
COM
VDC
0.22%
CONSUM STP ETF
DAL
0.22%
COM NEW
XOM
0.22%
COM
FDRR
0.21%
DIVID ETF RISI
WDTI
0.2%
FUTRE STRAT FD
KIE
0.2%
S&P INS ETF
FITB
0.2%
COM
LRCX
0.19%
COM
RYF
0.19%
GUG S&P500EQWTFI
PCAR
0.18%
COM
RYT
0.18%
GUG S&P500EQWTTE
IGF
0.18%
GLB INFRASTR ETF
RGI
0.17%
GUG S&P500 EQ WT
LYB
0.17%
SHS - A -
CVX
0.17%
COM
PPL
0.17%
COM
AOR
0.17%
GRWT ALLOCAT ETF
HAL
0.17%
COM
ETN
0.16%
SHS
RYH
0.16%
GUG S&P500EQWTHC
T
0.15%
COM
DIS
0.15%
COM DISNEY
IVV
0.15%
CORE S&P500 ETF
MU
0.15%
COM
EMB
0.15%
JP MOR EM MK ETF
IBB
0.15%
NASDQ BIOTEC ETF
DUK
0.14%
COM NEW
JPUS
0.14%
F JPMORGAN DIVER
UPS
0.14%
CL B
BKLN
0.14%
SENIOR LN PORT
SO
0.14%
COM
BLK
0.13%
COM
TSN
0.13%
CL A
GOOG
0.13%
CAP STK CL C
CCL
0.13%
PAIRED CTF
AMLP
0.13%
ALERIAN MLP
BSCL
0.12%
GUGG BULSH 2021
SBUX
0.12%
COM
FDX
0.12%
COM
SDOG
0.12%
SECTR DIV DOGS
ALXN
0.11%
COM
HST
0.11%
COM
O
0.11%
COM
APLE
0.11%
COM NEW
IJS
0.11%
SP SMCP600VL ETF
IDV
0.11%
INTL SEL DIV ETF
MCD
0.11%
COM
COST
0.11%
COM
ISRG
0.11%
COM NEW
PFXF
0.11%
PFD SECS EX FINL
EEM
0.1%
MSCI EMG MKT ETF
DWDP
0.1%
COM
FTEC
0.1%
MSCI INFO TECH I
RHS
0.09%
GUG S&P500 EWCON
IWB
0.09%
RUS 1000 ETF
TDIV
0.09%
NASD TECH DIV
IJT
0.09%
SP SMCP600GR ETF
CVS
0.09%
COM
USO
0.06%
UNITS
JPS
0.06%
COM
IWD
2.85%
RUS 1000 VAL ETF
DBEF
2.57%
XTRAK MSCI EAFE
BSCH
0.23%
GUGG CRP BD 2017
COF
0.15%
COM
CTXS
0.13%
COM
MDIV
0.12%
MULTI ASSET DI