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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
23
1
1
2
1
0
16
0
0
ROOF EIDAM MAYCOCK ADV

Time Period2018-12-31

Total Holdings89

Total Value ($x1000)207,035
Activities
New13

Increased16

Unchanged39

Decreased21

Sold Out14

Top 10 Stock Holdingstotal 55.68%
JPST14.27

USMV8.14

EFAV7.85

VBR5.26

VIG3.64

 
VOE3.59

MTUM3.51

FNDF3.19

VNQ3.17

VEA3.06

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JPST
14.27%
ULTRA SHRT INC
USMV
8.14%
USA MIN VOL ETF
EFAV
7.85%
EAFE MIN VOL ETF
VBR
5.26%
SM CP VAL ETF
VIG
3.64%
DIV APP ETF
VOE
3.59%
MCAP VL IDXVIP
MTUM
3.51%
MSCI USAMOMFCT
FNDF
3.19%
SCHWB FDT INT LG
VNQ
3.17%
REIT ETF
VEA
3.06%
FTSE DEV MKT ETF
VWO
2.66%
FTSE EMR MKT ETF
JPGB
2.4%
GLOBAL BD OPRT
EEMV
1.96%
EM MK MINVOL ETF
VUG
1.73%
GROWTH ETF
SCHD
1.68%
US DIVIDEND EQ
AAPL
1.68%
COM
VTV
1.64%
VALUE ETF
VB
1.42%
SMALL CP ETF
PFE
1.19%
COM
SMMV
1.18%
EDGE MSCI MINM
UNH
1.07%
COM
JNJ
1.01%
COM
BA
0.9%
COM
WBA
0.88%
COM
GOOG
0.88%
CAP STK CL C
INTC
0.8%
COM
WM
0.76%
COM
ECL
0.71%
COM
AEP
0.71%
COM
V
0.69%
COM CL A
DIS
0.67%
COM DISNEY
IBMJ
0.55%
IBONDS DEC 21
MUAH
0.55%
19 AMT-FREE MN
NSC
0.54%
COM
IBMK
0.54%
IBONDS DEC 22
IBMI
0.53%
IBONDS SEP2020
CVX
0.52%
COM
CSX
0.51%
COM
CBSH
0.51%
COM
WRB
0.5%
COM
IBML
0.5%
IBONDS DEC2023
VO
0.47%
MID CAP ETF
PAYX
0.47%
COM
ALSN
0.45%
COM
XOM
0.42%
COM
VTI
0.42%
TOTAL STK MKT
GWL
0.41%
S&P WRLD EX US
BNDX
0.4%
INTL BD IDX ETF
CI
0.4%
COM
FDX
0.38%
COM
HD
0.37%
COM
SCHR
0.35%
INTRM TRM TRES
MMM
0.35%
COM
SCHO
0.34%
SHT TM US TRES
TOT
0.34%
SPONSORED ADR
SCHZ
0.33%
US AGGREGATE B
IBMM
0.33%
IBONDS DEC
PEP
0.33%
COM
COP
0.32%
COM
IYW
0.3%
U.S. TECH ETF
BSV
0.3%
SHORT TRM BOND
SPHD
0.27%
S&P500 HDL VOL
JPM
0.26%
COM
FNDA
0.25%
SCHWAB FDT US SC
PSX
0.25%
COM
QCOM
0.24%
COM
IBM
0.24%
COM
BRK.B
0.24%
CL B NEW
EEM
0.23%
MSCI EMG MKT ETF
DWDP
0.22%
COM
T
0.2%
COM
TROW
0.19%
COM
ICF
0.19%
COHEN&STEER REIT
MSFT
0.18%
COM
AMT
0.16%
COM
BMY
0.16%
COM
ARKK
0.16%
INNOVATION ETF
BIP
0.15%
LP INT UNIT
VOT
0.15%
MCAP GR IDXVIP
SLB
0.14%
COM
PG
0.14%
COM
AMZN
0.13%
COM
ORCL
0.13%
COM
VFC
0.13%
COM
KO
0.13%
COM
GE
0.12%
COM
VYM
0.12%
HIGH DIV YLD
TIP
0.1%
TIPS BD ETF
PHK
0.06%
COM SHS
VIOO
1.02%
SMLLCP 600 IDX
CAT
0.78%
COM
ALL
0.73%
COM
LH
0.59%
COM NEW
URI
0.52%
COM
CMCSA
0.42%
CL A
CI
0.41%
COM
BK
0.37%
COM
SCHA
0.24%
US SML CAP ETF
VTIP
0.23%
STRM INFPROIDX
LMT
0.13%
COM
HON
0.11%
COM
IYH
0.09%
US HLTHCARE ETF
XMLV
0.09%
S&P MIDCP LOW