HedgeMind.com >  Institutional Portfolios >  NEWFOCUS FINANCIAL GROUP LLC >  2019-06-30
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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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Growth
14
3
1
0
3
1
17
4
2
NEWFOCUS FINANCIAL GROUP LLC
Time Period2019-06-30
Total Holdings94
Total Value ($x1000)216,011
Activities
New11
Increased32
Unchanged18
Decreased33
Sold Out2
Top 10 Stock Holdingstotal 46.18%
VBR7.16
AAPL7.02
VIG6.2
CTAS4.71
CSCO4.22
 
UNH3.82
MSFT3.8
IVV3.38
BDX3
LOW2.87
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VBR
7.16%
SM CP VAL ETF
AAPL
7.02%
COM
VIG
6.2%
DIV APP ETF
CTAS
4.71%
COM
CSCO
4.22%
COM
UNH
3.82%
COM
MSFT
3.8%
COM
IVV
3.38%
CORE S&P500 ETF
BDX
3%
COM
LOW
2.87%
COM
SLYG
2.76%
S&P 600 SMCP GRW
XLK
2.28%
TECHNOLOGY
MCD
2.24%
COM
DON
2.24%
MIDCAP DIVI FD
JNJ
2.07%
COM
VLUE
1.96%
MSCI USAVALFCT
DOV
1.77%
COM
VHT
1.69%
HEALTH CAR ETF
JPM
1.46%
COM
WPC
1.39%
COM
AOS
1.37%
COM
SYY
1.37%
COM
GWW
1.34%
COM
IJK
1.26%
S&P MC 400GR ETF
BLK
1.21%
COM
EFAV
1.19%
EAFE MIN VOL ETF
SRE
1.16%
COM
THO
1.07%
COM
PEP
1.04%
COM
FDS
1.01%
COM
GMM
1%
EMERG MKTS ETF
EFG
0.98%
EAFE GRWTH ETF
UTX
0.91%
COM
GD
0.91%
COM
LASR
0.86%
COM
KLAC
0.84%
COM
VIS
0.83%
INDUSTRIAL ETF
SPY
0.83%
TR UNIT
TSN
0.77%
CL A
IEFA
0.71%
CORE MSCI EAFE
TJX
0.7%
COM
CL
0.69%
COM
GIS
0.67%
COM
DGX
0.58%
COM
MTUM
0.52%
MSCI USAMOMFCT
EEMV
0.52%
EM MK MINVOL ETF
FL
0.51%
COM
RCL
0.46%
COM
CMF
0.43%
CALI AMT-FRE ETF
IVW
0.43%
S&P 500 GRWT ETF
VB
0.42%
SMALL CP ETF
PFM
0.39%
DIVID ACHIEVEV
VFH
0.36%
FINANCIALS ETF
AGG
0.32%
CORE TOTUSBD ETF
VEU
0.28%
ALLWRLD EX US
VTI
0.28%
TOTAL STK MKT
VWO
0.27%
FTSE EMR MKT ETF
VUG
0.25%
GROWTH ETF
MDY
0.24%
UTSER1 S&PDCRP
EFV
0.23%
EAFE VALUE ETF
TPL
0.23%
SUB CTF PROP I T
AMZN
0.22%
COM
VTV
0.22%
VALUE ETF
AMLP
0.21%
ALERIAN MLP
VOO
0.18%
SHS
VO
0.18%
MID CAP ETF
VCSH
0.18%
SHRT TRM CORP BD
FB
0.18%
CL A
GILD
0.16%
COM
GBF
0.16%
GOV/CRED BD ETF
SBUX
0.16%
COM
QQQ
0.15%
UNIT SER 1
BRK.B
0.15%
CL B NEW
IWM
0.14%
RUSSELL 2000 ETF
BNDX
0.14%
INTL BD IDX ETF
CWB
0.14%
BRC CNV SECS ETF
VXUS
0.14%
VG TL INTL STK F
ORCL
0.13%
COM
GOOGL
0.13%
CAP STK CL A
PFF
0.13%
U.S. PFD STK ETF
GOOG
0.13%
CAP STK CL C
BABA
0.12%
SPONSORED ADS
INTC
0.12%
COM
V
0.12%
COM CL A
IJH
0.12%
CORE S&P MCP ETF
VRSK
0.11%
CL A
AMT
0.11%
COM
SRAX
0.11%
COM CL A NEW
COST
0.1%
COM
QCOM
0.1%
COM
LQD
0.09%
IBOXX INV CP ETF
PWZ
0.09%
CALIF AMT MUN
IT
0.09%
COM
FSIC
0.03%
COM
NTAP
0.13%
COM
BOND
0.12%
TOTL RETN ETF