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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 Period2019-03-31

Total Holdings25

Total Value ($x1000)37,124
Activities
New21

Increased2

Unchanged1

Decreased1

Sold Out12

Top 10 Stock Holdingstotal 71.76%
XLU11.85

VOT8.92

XBI8.85

XLK8.6

VBK8.55

 
XHB8.44

TLT4.7

IEF4.66

CWB3.64

IAU3.55

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XLU
11.85%
SBI INT-UTILS
VOT
8.92%
MCAP GR IDXVIP
XBI
8.85%
S&P BIOTECH
XLK
8.6%
TECHNOLOGY
VBK
8.55%
SML CP GRW ETF
XHB
8.44%
S&P HOMEBUILD
TLT
4.7%
20+ YR TR BD ETF
IEF
4.66%
7-10 Y TR BD ETF
CWB
3.64%
BRC CNV SECS ETF
IAU
3.55%
ISHARES
VCIT
3.54%
INT-TERM CORP
FXY
3.51%
JAPANESE YEN
IGV
3.51%
NA TEC-SFTWR ETF
PHO
3.47%
WATER RES ETF
IHI
3.41%
U.S. MED DVC ETF
XLI
3.35%
SBI INT-INDS
PPA
3.27%
AEROSPACE DEFN
VZ
1.58%
COM
LQD
1.11%
IBOXX INV CP ETF
UNP
0.67%
COM
FLRN
0.41%
INV GRD FLT RT
JPST
0.4%
ULTRA SHRT INC
SILVERAD...
< 0.01%
COM
VGSH
< 0.01%
SHTRM GVT BD ETF
SHV
< 0.01%
SHRT TRS BD ETF
IEI
12.97%
3-7 YR TR BD ETF
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
MEDICAL ...
< 0.01%
ETF