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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
50
24
8
0
12
1
13
8
1
NEWFOUND RESEARCH LLC

Time Period2018-12-31

Total Holdings202

Total Value ($x1000)144,169
Activities
New6

Increased66

Unchanged77

Decreased53

Sold Out33

Top 10 Stock Holdingstotal 86.29%
SHY49.42

JXI6.45

VNQ5.07

REM4.99

IXJ4.23

 
XLU3.97

TLT3.72

PBP3.05

XLP2.98

XLV2.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SHY
49.42%
1-3 YR TR BD ETF
JXI
6.45%
GLOB UTILITS ETF
VNQ
5.07%
REIT ETF
REM
4.99%
MRG RL ES CP ETF
IXJ
4.23%
GLOB HLTHCRE ETF
XLU
3.97%
SBI INT-UTILS
TLT
3.72%
20+ YR TR BD ETF
PBP
3.05%
S&P 500 BUYWRT
XLP
2.98%
SBI CONS STPLS
XLV
2.41%
SBI HEALTHCARE
BKLN
2.29%
SENIOR LN PORT
IXN
2.27%
GLOBAL TECH ETF
FUTY
2.14%
MSCI UTILS INDEX
QYLD
2.04%
100 COVERED ETF
KXI
1.78%
GLB CNSM STP ETF
FSTA
1.6%
CONSMR STAPLES
FHLC
1.29%
MSCI HLTH CARE I
EMLC
0.04%
EM LC CURR DBT
HYG
0.04%
IBOXX HI YD ETF
SCHX
0.01%
US LRG CAP ETF
FLOT
0.01%
FLTG RATE BD ETF
PSCC
0.01%
S&P SMCP CONSU
HYD
0.01%
HG YLD MUN ETF
IJR
0.01%
CORE S&P SCP ETF
VEU
0.01%
ALLWRLD EX US
PSCU
0.01%
S&P SMCP UTI P
HYS
0.01%
0-5 HIGH YIELD
HDG
0.01%
HD REPLICATION
VLUE
0.01%
MSCI USAVALFCT
JPUS
< 0.01%
F JPMORGAN DIVER
USMV
< 0.01%
USA MIN VOL ETF
VCLT
< 0.01%
LG-TERM COR BD
IEF
< 0.01%
7-10 Y TR BD ETF
WLP
< 0.01%
COM
NOBL
< 0.01%
S&P 500 ARISTO
MTUM
< 0.01%
MSCI USAMOMFCT
VGIT
< 0.01%
INT-TERM GOV
MNA
< 0.01%
IQ MRGR ARB ETF
QAI
< 0.01%
HEDGE MLTI ETF
HPQ
< 0.01%
COM
SCIU
< 0.01%
SCIEN BETA US
NEWFOUND...
< 0.01%
NEWFOUND MULTI-ASSET INCOME FUND CLASS A
EXC
< 0.01%
COM
RALS
< 0.01%
RAFI LG SHT FD
RPV
< 0.01%
GUG S&P500 PU VA
BWX
< 0.01%
BRCLYS INTL ETF
BLACKROC...
< 0.01%
BLACKROCK MULTI-ASSET INCOME PORTFOLIO CLASS A
VLO
< 0.01%
COM
USDU
< 0.01%
BLMBG US BULL
WMT
< 0.01%
COM
WDTI
< 0.01%
FUTRE STRAT FD
PSCH
< 0.01%
S&P SMCP HC PO
LALT
< 0.01%
ALT MULTI STRG
CREDIT S...
< 0.01%
CREDIT SUISSE MANAGED FUTURES STRATEGY FUND CLASS
PSCF
< 0.01%
S&P SMCP FIN P
VSS
< 0.01%
FTSE SMCAP ETF
PCY
< 0.01%
SOVEREIGN DEBT
ADM
< 0.01%
COM
CI
< 0.01%
COM
MU
< 0.01%
COM
NEWFOUND...
< 0.01%
NEWFOUND RISK MANAGED GLOBAL SECTORS FUND CLASS A
ALL
< 0.01%
COM
CSM
< 0.01%
PSHS LC COR PLUS
LRGF
< 0.01%
FCTSLC MSCI US
JPIN
< 0.01%
DIV RTN INT EQ
TSN
< 0.01%
CL A
UNH
< 0.01%
COM
KSS
< 0.01%
COM
MPC
< 0.01%
COM
RSP
< 0.01%
GUG S&P500 EQ WT
BNDX
< 0.01%
INTL BD IDX ETF
UST
< 0.01%
ULTR 7-10 TREA
SSO
< 0.01%
PSHS ULT S&P 500
AGG
< 0.01%
CORE TOTUSBD ETF
FTLS
< 0.01%
LNG/SHT EQUITY
AFL
< 0.01%
COM
DFS
< 0.01%
COM
CMI
< 0.01%
COM
BAC
< 0.01%
COM
GEM
< 0.01%
ACTIVEBETA EME
HCA
< 0.01%
COM
BBY
< 0.01%
COM
IAU
< 0.01%
ISHARES
INTC
< 0.01%
COM
EMN
< 0.01%
COM
EBAY
< 0.01%
COM
KR
< 0.01%
COM
ETR
< 0.01%
COM
AMP
< 0.01%
COM
HRB
< 0.01%
COM
CVS
< 0.01%
COM
PCAR
< 0.01%
COM
NUE
< 0.01%
COM
C
< 0.01%
COM NEW
FSLR
< 0.01%
COM
LONGBOAR...
< 0.01%
LONGBOARD MANAGED FUTURES STRATEGY FUND CLASS A
ALPHACEN...
< 0.01%
ALPHACENTRIC INCOME OPPORTUNITIES FUND CLASS A
ALFA
< 0.01%
ALPCLONE ALTER
SUNTRUST...
< 0.01%
EQUITY
TDC
< 0.01%
COM
COF
< 0.01%
COM
TRV
< 0.01%
COM
RHI
< 0.01%
COM
RSG
< 0.01%
COM
DGX
< 0.01%
COM
CNC
< 0.01%
COM
LUV
< 0.01%
COM
ARBITRAG...
< 0.01%
THE ARBITRAGE FUND CLASS R
TGT
< 0.01%
COM
DRI
< 0.01%
COM
PDBC
< 0.01%
DB OPT YLD DIV
DAL
< 0.01%
COM NEW
SJM
< 0.01%
COM NEW
M
< 0.01%
COM
FIFTH TH...
< 0.01%
EQUITY
AGGY
< 0.01%
BRCLYS US AGGR
PUTW
< 0.01%
CBOE S&P 500
JNPR
< 0.01%
COM
JP MORGA...
< 0.01%
JP MORGAN INCOME BUILDER CLASS A
XRX
< 0.01%
COM
HUM
< 0.01%
COM
GS
< 0.01%
COM
GILD
< 0.01%
COM
FL
< 0.01%
COM
ETN
< 0.01%
SHS
JP MORGA...
< 0.01%
JP MORGAN SYSTEMATIC ALPHA FUND CLASS A
JEC
< 0.01%
COM
LLL
< 0.01%
COM
TIP
< 0.01%
TIPS BD ETF
SKOR
< 0.01%
CR SCD US BD
MYL
< 0.01%
SHS EURO
IBM
< 0.01%
COM
WDC
< 0.01%
COM
KORS
< 0.01%
SHS
GHC
< 0.01%
COM
LRCX
< 0.01%
COM
LYONDELL...
< 0.01%
EQUITY
RCL
< 0.01%
COM
TXT
< 0.01%
COM
URBN
< 0.01%
COM
UAL
< 0.01%
COM
URI
< 0.01%
COM
NCLH
< 0.01%
SHS
BK
< 0.01%
COM
UHS
< 0.01%
CL B
AES
< 0.01%
COM
WFC
< 0.01%
COM
VIAB
< 0.01%
CL B
ADS
< 0.01%
COM
AAL
< 0.01%
COM
WU
< 0.01%
COM
AXP
< 0.01%
COM
WHR
< 0.01%
COM
ALK
< 0.01%
COM
VYMI
< 0.01%
INTL HIGH ETF
RIG
< 0.01%
REG SHS
VYM
< 0.01%
HIGH DIV YLD
IR
< 0.01%
SHS
UNM
< 0.01%
COM
T
< 0.01%
COM
IPG
< 0.01%
COM
QDF
< 0.01%
QUALT DIVD IDX
LH
< 0.01%
COM NEW
LEN
< 0.01%
CL A
LNC
< 0.01%
COM
IQDF
< 0.01%
INTL QLTDV IDX
LKOR
< 0.01%
CR SCORED LONG
MCK
< 0.01%
COM
MOS
< 0.01%
COM
FLR
< 0.01%
COM
KMB
< 0.01%
COM
KEY
< 0.01%
COM
IP
< 0.01%
COM
HFC
< 0.01%
COM
GT
< 0.01%
COM
GM
< 0.01%
COM
GPS
< 0.01%
COM
GME
< 0.01%
CL A
F
< 0.01%
COM PAR $0.01
JEF
< 0.01%
COM
FTI
< 0.01%
COM
PCG
< 0.01%
COM
RJF
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
R
< 0.01%
COM
CAH
< 0.01%
COM
SCG
< 0.01%
COM
PFE
< 0.01%
COM
BMS
< 0.01%
COM
BBBY
< 0.01%
COM
PWR
< 0.01%
COM
PHM
< 0.01%
COM
PRU
< 0.01%
COM
PVH
< 0.01%
COM
PSX
< 0.01%
COM
XOM
< 0.01%
COM
EIX
< 0.01%
COM
PFG
< 0.01%
COM
DHI
< 0.01%
COM
ED
< 0.01%
COM
CTSH
< 0.01%
CL A
SNA
< 0.01%
COM
IXC
5.02%
GLOBAL ENERG ETF
RXI
4.95%
GLB CNS DISC ETF
XLC
3.47%
COMMUNICATION
EXI
3.2%
GLOB INDSTRL ETF
PFF
3.1%
U.S. PFD STK ETF
PFXF
2.63%
PFD SECS EX FINL
IXP
2.49%
GLOB TELECOM ETF
XLK
2.26%
TECHNOLOGY
XLE
2.25%
SBI INT-ENERGY
XLY
2.24%
SBI CONS DISCR
XLI
2.19%
SBI INT-INDS
XLF
2.15%
SBI INT-FINL
CWB
1.27%
BRC CNV SECS ETF
FTEC
1.22%
MSCI INFO TECH I
FENY
1.22%
MSCI ENERGY IDX
FDIS
1.21%
MSCI CONSM DIS
FIDU
1.18%
MSCI INDL INDX
FNCL
1.16%
MSCI FINLS IDX
AMJ
0.9%
ALERIAN ML ETN
VRP
0.5%
VAR RATE PFD POR
ICVT
0.42%
CONV BD ETF
MLPA
0.3%
GLBL X MLP ETF
PSCI
0.01%
S&P SMCP IND P
PSCD
0.01%
S&P SMCP C DIS
PSCM
0.01%
S&P SMCP MAT P
PSCT
0.01%
S&P SMCP IT PO
PSCE
0.01%
S&P SMCP ENE P
STIP
< 0.01%
0-5 YR TIPS ETF
ESRX
< 0.01%
COM
JPM
< 0.01%
COM
CA TECHN...
< 0.01%
EQUITY
PEG
< 0.01%
COM
FE
< 0.01%
COM