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Institutional Portfolios
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NEWFOCUS FINANCIAL GROUP LLC
> 2018-12-31
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Time Period
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
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All
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Fixed Income
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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.
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Market Cap
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Growth
14
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1
3
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12
4
2
NEWFOCUS FINANCIAL GROUP LLC
Time Period
2018-12-31
Total Holdings
84
Total Value
($x1000)
169,384
Activities
New
16
Increased
10
Unchanged
13
Decreased
45
Sold Out
6
Top 10 Stock Holdings
total 46.19%
VIG
7.27
AAPL
7.26
UNH
4.77
CTAS
4.39
CSCO
4.25
 
VBR
3.81
IVV
3.79
MSFT
3.78
BDX
3.47
LOW
3.4
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
VIG
7.27%
DIV APP ETF
AAPL
7.26%
COM
UNH
4.77%
COM
CTAS
4.39%
COM
CSCO
4.25%
COM
VBR
3.81%
SM CP VAL ETF
IVV
3.79%
CORE S&P500 ETF
MSFT
3.78%
COM
BDX
3.47%
COM
LOW
3.4%
COM
DON
2.54%
MIDCAP DIVI FD
JNJ
2.44%
COM
VLUE
2.42%
MSCI USAVALFCT
XLK
2.35%
TECHNOLOGY
MCD
2.3%
COM
VHT
2.04%
HEALTH CAR ETF
GWW
1.75%
COM
JPM
1.6%
COM
DOV
1.58%
COM
MUB
1.51%
NAT AMT FREE BD
SYY
1.5%
COM
AOS
1.5%
COM
WPC
1.41%
COM
IJK
1.39%
S&P MC 400GR ETF
EFAV
1.36%
EAFE MIN VOL ETF
SRE
1.19%
COM
CMF
1.19%
CALI AMT-FRE ETF
SLYG
1.18%
S&P 600 SMCP GRW
BLK
1.15%
COM
FL
1.14%
COM
PEP
1.13%
COM
TJX
1.01%
COM
GD
0.95%
COM
FDS
0.93%
COM
SPY
0.93%
TR UNIT
UTX
0.93%
COM
CL
0.74%
COM
KLAC
0.73%
COM
VIS
0.73%
INDUSTRIAL ETF
TSN
0.66%
CL A
MTUM
0.58%
MSCI USAMOMFCT
DGX
0.58%
COM
RCL
0.57%
COM
GIS
0.55%
COM
EEMV
0.55%
EM MK MINVOL ETF
EFG
0.43%
EAFE GRWTH ETF
VB
0.42%
SMALL CP ETF
AGG
0.42%
CORE TOTUSBD ETF
PFM
0.42%
DIVID ACHIEVEV
VTI
0.4%
TOTAL STK MKT
IVW
0.39%
S&P 500 GRWT ETF
VTV
0.32%
VALUE ETF
VFH
0.32%
FINANCIALS ETF
VUG
0.3%
GROWTH ETF
EFV
0.28%
EAFE VALUE ETF
VEU
0.26%
ALLWRLD EX US
MDY
0.26%
UTSER1 S&PDCRP
GBF
0.25%
GOV/CRED BD ETF
VWO
0.25%
FTSE EMR MKT ETF
AMLP
0.23%
ALERIAN MLP
VCSH
0.23%
SHRT TRM CORP BD
AMZN
0.22%
COM
GMM
0.21%
EMERG MKTS ETF
TPL
0.2%
SUB CTF PROP I T
GILD
0.19%
COM
GOOGL
0.19%
CAP STK CL A
IWM
0.18%
RUSSELL 2000 ETF
FB
0.18%
CL A
BRK.B
0.17%
CL B NEW
GOOG
0.17%
CAP STK CL C
NTAP
0.16%
COM
CWB
0.15%
BRC CNV SECS ETF
VXUS
0.15%
VG TL INTL STK F
PFF
0.15%
U.S. PFD STK ETF
QQQ
0.15%
UNIT SER 1
INTC
0.15%
COM
VO
0.15%
MID CAP ETF
BNDX
0.15%
INTL BD IDX ETF
VRSK
0.14%
CL A
ORCL
0.13%
COM
DIA
0.13%
UT SER 1
BOND
0.13%
TOTL RETN ETF
FSIC
0.03%
COM
LC
0.03%
COM
EWU
2.5%
MSCI UK ETF NEW
CRY
0.15%
COM
IJH
0.13%
CORE S&P MCP ETF
HDV
0.12%
HIGH DIVIDND ETF
V
0.11%
COM CL A
BABA
0.11%
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