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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
1
0
0
0
0
0
1
0
0
Q3 ASSET MANAGEMENT

Time Period2018-12-31

Total Holdings16

Total Value ($x1000)39,844
Activities
New9

Increased1

Unchanged2

Decreased4

Sold Out17

Top 10 Stock Holdingstotal 92.45%
IEI12.97

XLU12.03

GDX10.22

XLV10.09

SCHV9.88

 
DIA9.8

SCHH9.57

BIL8.98

MNA4.57

USDU4.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEI
12.97%
3-7 YR TR BD ETF
XLU
12.03%
SBI INT-UTILS
GDX
10.22%
GOLD MINERS ETF
XLV
10.09%
SBI HEALTHCARE
SCHV
9.88%
US LCAP VA ETF
DIA
9.8%
UT SER 1
SCHH
9.57%
US REIT ETF
BIL
8.98%
SPDR BLOOMBERG
MNA
4.57%
IQ MRGR ARB ETF
USDU
4.34%
BLMBG US BULL
XLP
2.47%
SBI CONS STPLS
VNQ
2.32%
REIT ETF
VZ
1.65%
COM
JPST
0.58%
ULTRA SHRT INC
UNP
0.52%
COM
MEDICAL ...
< 0.01%
ETF
VBK
8.54%
SML CP GRW ETF
VOT
8.51%
MCAP GR IDXVIP
SCHD
8.43%
US DIVIDEND EQ
USMV
8.28%
USA MIN VOL ETF
JNK
5%
BRC HGH YLD BD
HYG
4.43%
IBOXX HI YD ETF
TLT
3.84%
20+ YR TR BD ETF
BNDX
3.83%
INTL BD IDX ETF
AMLP
3.76%
ALERIAN MLP
PBP
3.74%
S&P500 BUY WRT
IHI
2.94%
U.S. MED DVC ETF
XLK
2.68%
TECHNOLOGY
IGV
2.66%
NA TEC-SFTWR ETF
XLY
2.61%
SBI CONS DISCR
SHY
1.1%
1-3 YR TR BD ETF
VCSH
1.1%
SHRT TRM CORP BD
FLRN
0.33%
INV GRD FLT RT