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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
42
2
5
1
1
0
28
9
2
STRATEGIC FINANCIAL SERVICES INC

Time Period2019-03-31

Total Holdings134

Total Value ($x1000)723,395
Activities
New11

Increased46

Unchanged19

Decreased58

Sold Out7

Top 10 Stock Holdingstotal 42.25%
INTF10.53

SMLF5.52

VCSH4.77

GVI4.19

EMGF3.49

 
LRGF3.36

GLD2.75

VIG2.71

IWF2.69

FLRN2.24

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
INTF
10.53%
FCTSL MSCI INT
SMLF
5.52%
MSCI USA SMLCP
VCSH
4.77%
SHRT TRM CORP BD
GVI
4.19%
INTRM GOV/CR ETF
EMGF
3.49%
FACTORSELECT MSC
LRGF
3.36%
FCTSLC MSCI US
GLD
2.75%
GOLD SHS
VIG
2.71%
DIV APP ETF
IWF
2.69%
RUS 1000 GRW ETF
FLRN
2.24%
INV GRD FLT RT
IEFA
2.17%
CORE MSCI EAFE
IEMG
2.1%
CORE MSCI EMKT
TIP
2%
TIPS BD ETF
AAPL
1.75%
COM
IWM
1.66%
RUSSELL 2000 ETF
XBI
1.38%
S&P BIOTECH
V
1.22%
COM CL A
JPM
1.15%
COM
MRK
1.06%
COM
MSFT
1.05%
COM
MTB
1.02%
COM
XOM
1.02%
COM
GOOG
0.99%
CAP STK CL C
ANTM
0.97%
COM
NEE
0.97%
COM
BLK
0.95%
COM
UNH
0.93%
COM
INTC
0.87%
COM
CSCO
0.87%
COM
SCHX
0.86%
US LRG CAP ETF
DLTR
0.82%
COM
PFE
0.82%
COM
FAST
0.82%
COM
PEP
0.81%
COM
ORCL
0.77%
COM
PSX
0.73%
COM
JNJ
0.72%
COM
TJX
0.71%
COM
BBT
0.69%
COM
BK
0.69%
COM
MDT
0.69%
SHS
USB
0.67%
COM NEW
MDLZ
0.67%
CL A
DIS
0.65%
COM DISNEY
VZ
0.64%
COM
EXPE
0.63%
COM NEW
CVX
0.63%
COM
UNP
0.62%
COM
SWKS
0.62%
COM
BKNG
0.62%
COM
MCK
0.61%
COM
PG
0.6%
COM
HXL
0.58%
COM
FB
0.57%
CL A
EPI
0.55%
INDIA ERNGS FD
TRV
0.55%
COM
QCOM
0.52%
COM
ULTA
0.52%
COM
VFMV
0.5%
US MINIMUM
CTSH
0.5%
CL A
CVS
0.5%
COM
UTX
0.45%
COM
WMT
0.45%
COM
HON
0.45%
COM
ENB
0.42%
COM
NXPI
0.42%
COM
WSM
0.42%
COM
KLAC
0.42%
COM
LRCX
0.41%
COM
T
0.4%
COM
PRU
0.4%
COM
VTR
0.39%
COM
COST
0.38%
COM
BA
0.38%
COM
SCHZ
0.37%
US AGGREGATE B
CSJ
0.37%
1-3 YR CR BD ETF
VTI
0.36%
TOTAL STK MKT
CHD
0.35%
COM
CHRW
0.34%
COM NEW
LIN
0.32%
COM
VEU
0.32%
ALLWRLD EX US
DE
0.31%
COM
VFMO
0.3%
US MOMENTUM
TEL
0.3%
REG SHS
SCHF
0.29%
INTL EQTY ETF
XYL
0.29%
COM
CAT
0.28%
COM
BBH
0.28%
BIOTECH ETF
BSV
0.21%
SHORT TRM BOND
SCHA
0.18%
US SML CAP ETF
IBM
0.17%
COM
PM
0.16%
COM
CBU
0.14%
COM
SCHE
0.13%
EMRG MKTEQ ETF
GE
0.1%
COM
MO
0.1%
COM
ADP
0.1%
COM
CSX
0.08%
COM
NBTB
0.08%
COM
TMP
0.07%
COM
BRK.B
0.07%
CL B NEW
VB
0.07%
SMALL CP ETF
NKE
0.07%
CL B
AMZN
0.06%
COM
CNMD
0.06%
COM
ABBV
0.06%
COM
GOOGL
0.06%
CAP STK CL A
BMY
0.06%
COM
PSA
0.06%
COM
SGOL
0.05%
PHYSCL SWISS GLD
CL
0.05%
COM
CMCSA
0.05%
CL A
SCHP
0.05%
US TIPS ETF
BDX
0.05%
COM
MCD
0.05%
COM
AXP
0.04%
COM
IBND
0.04%
BRCLY INTL CRP
HD
0.04%
COM
ABT
0.04%
COM
KO
0.04%
COM
PPG
0.04%
COM
IPGP
0.04%
COM
BHLB
0.03%
COM
MMM
0.03%
COM
MA
0.03%
CL A
ALL
0.03%
COM
NVCR
0.03%
ORD SHS
VUG
0.03%
GROWTH ETF
IAU
0.02%
ISHARES
TA
0.01%
COM
AMPE
0.01%
COM
HEXO
0.01%
COM
APEN
0.01%
COM
YOGA
< 0.01%
COM
BSCJ
0.39%
BULSHS 2019 CB
HSIC
0.35%
COM
ALB
0.26%
COM
USMV
0.09%
USA MIN VOL ETF
DELL
0.06%
CL C
TMO
0.05%
COM
MTUM
0.05%
MSCI USAMOMFCT