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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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9
0
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1
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4
1
1
LEE FINANCIAL GROUP HAWAII INC

Time Period2018-12-31

Total Holdings28

Total Value ($x1000)93,129
Activities
New4

Increased11

Unchanged0

Decreased13

Sold Out9

Top 10 Stock Holdingstotal 75.37%
USMV28.15

VXUS9.37

AGGY8.48

LOW6.25

ITA5.88

 
COST3.82

VLO3.81

V3.37

BAC3.27

DIS2.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
28.15%
USA MIN VOL ETF
VXUS
9.37%
VG TL INTL STK F
AGGY
8.48%
BRCLYS US AGGR
LOW
6.25%
COM
ITA
5.88%
U.S. AER&DEF ETF
COST
3.82%
COM
VLO
3.81%
COM
V
3.37%
COM CL A
BAC
3.27%
COM
DIS
2.97%
COM DISNEY
MAR
2.83%
CL A
JPIN
2.79%
DIV RTN INT EQ
FLRN
2.34%
INV GRD FLT RT
LH
2.27%
COM NEW
SSD
2.03%
COM
LMT
1.65%
COM
CWB
1.52%
BRC CNV SECS ETF
AEP
1.5%
COM
INTC
1.49%
COM
T
1.13%
COM
PNC
1.02%
COM
MSFT
0.96%
COM
EMQQ
0.95%
EMQQ EM INTERN
MO
0.86%
COM
THRK
0.48%
RUSSELL 3000 ETF
EFAV
0.3%
EAFE MIN VOL ETF
LWC
0.27%
LNG TRM CORP BD
BIV
0.22%
INTERMED TERM
AMZN
2.87%
COM
GOOGL
2.77%
CAP STK CL A
SCHM
2.58%
US MID-CAP ETF
SCHA
2.56%
US SML CAP ETF
VB
1.74%
SMALL CP ETF
VO
1.68%
MID CAP ETF
COF
0.86%
COM
AAPL
0.41%
COM
XSLV
0.21%
S&P SMLCP LOW