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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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11
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1
PERSONAL RESOURCES INVESTMENT STRATEGIC MANAGEMENT INC

Time Period2019-06-30

Total Holdings58

Total Value ($x1000)175,719
Activities
New5

Increased23

Unchanged12

Decreased18

Sold Out3

Top 10 Stock Holdingstotal 63.5%
QQQ13.99

EFA9.32

CGW7.18

PWB6.7

SPY6.4

 
IWD5.45

LMBS4.27

FTSM4.23

MCHI3.1

EEM2.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
QQQ
13.99%
UNIT SER 1
EFA
9.32%
MSCI EAFE ETF
CGW
7.18%
S&P GBL WATER
PWB
6.7%
DYNMC LRG GWTH
SPY
6.4%
TR UNIT
IWD
5.45%
RUS 1000 VAL ETF
LMBS
4.27%
FST LOW MTG ETF
FTSM
4.23%
FIRST TR ENH NEW
MCHI
3.1%
CHINA ETF
EEM
2.86%
MSCI EMG MKT ETF
SCHV
2.51%
US LCAP VA ETF
T
1.57%
COM
XRX
1.56%
COM NEW
GE
1.55%
COM
MAN
1.5%
COM
IVZ
1.5%
SHS
CVS
1.48%
COM
TGNA
1.45%
COM
CVX
1.43%
COM
VIAB
1.42%
CL B
WDC
1.37%
COM
R
1.36%
COM
IP
1.35%
COM
DLX
1.32%
COM
TAP
1.31%
CL B
KSS
1.05%
COM
PBI
1.05%
COM
IWP
1.03%
RUS MD CP GR ETF
TEVA
1%
ADR
VGK
0.89%
FTSE EUROPE ETF
HPQ
0.76%
COM
MUAH
0.73%
19 AMT-FREE MN
TCRD
0.7%
COM
GBDC
0.7%
COM
HPE
0.7%
COM
IWW
0.45%
RUS 3000 VAL ETF
VTV
0.41%
VALUE ETF
FXI
0.39%
CHINA LG-CAP ETF
AAPL
0.39%
COM
GMM
0.37%
EMERG MKTS ETF
IVE
0.33%
S&P 500 VAL ETF
IDV
0.31%
INTL SEL DIV ETF
IBMI
0.28%
IBONDS SEP2020
MSFT
0.27%
COM
MA
0.24%
CL A
IVV
0.22%
CORE S&P500 ETF
VWO
0.16%
FTSE EMR MKT ETF
VEA
0.16%
FTSE DEV MKT ETF
XOM
0.15%
COM
DSI
0.15%
MSCI KLD400 SOC
MDY
0.15%
UTSER1 S&PDCRP
JNJ
0.14%
COM
WPC
0.13%
COM
IIPR
0.13%
CL A
PG
0.12%
COM
GLD
0.12%
GOLD SHS
MCD
0.12%
COM
CX
0.03%
SPON ADR NEW
MMM
0.15%
COM
CSCO
0.13%
COM
ANTM
0.12%
COM