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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
14
0
2
3
0
0
9
2
4
SUMMIT TRAIL ADVISORS LLC

Time Period2019-03-31

Total Holdings82

Total Value ($x1000)231,097
Activities
New41

Increased1

Unchanged8

Decreased32

Sold Out63

Top 10 Stock Holdingstotal 74.06%
VOO35.07

IVV11.59

SPY6.75

VWO4.74

ATMP3.16

 
AAPL2.73

IWM2.69

AMZN2.59

GOOGL2.41

GOOG2.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
35.07%
SHS
IVV
11.59%
CORE S&P500 ETF
SPY
6.75%
TR UNIT
VWO
4.74%
FTSE EMR MKT ETF
ATMP
3.16%
ETN+ SEL MLP
AAPL
2.73%
COM
IWM
2.69%
RUSSELL 2000 ETF
AMZN
2.59%
COM
GOOGL
2.41%
CAP STK CL A
GOOG
2.33%
CAP STK CL C
INDA
1.96%
MSCI INDIA ETF
GLRE
1.92%
CLASS A
AGG
1.62%
CORE TOTUSBD ETF
BWFG
1.12%
COM
EFA
1.05%
MSCI EAFE ETF
BA
1.02%
COM
EHTH
0.85%
COM
USMV
0.82%
USA MIN VOL ETF
CRM
0.8%
COM
TYPE
0.69%
COM
FB
0.65%
CL A
HYD
0.62%
HIGH YLD MUN ETF
DOCU
0.56%
COM
BAC
0.54%
COM
MSFT
0.53%
COM
BRK.B
0.53%
CL B NEW
JPM
0.52%
COM
VRNS
0.49%
COM
DVY
0.48%
SELECT DIVID ETF
SCHX
0.46%
US LRG CAP ETF
PHK
0.41%
COM SHS
PSJ
0.38%
DYNMC SOFTWARE
IWD
0.33%
RUS 1000 VAL ETF
ACWI
0.32%
MSCI ACWI ETF
FDUS
0.3%
COM
BSV
0.3%
SHORT TRM BOND
PFE
0.29%
COM
NTAP
0.29%
COM
VTI
0.28%
TOTAL STK MKT
KAR
0.27%
COM
TNET
0.26%
COM
IWF
0.24%
RUS 1000 GRW ETF
SBUX
0.23%
COM
BHF
0.22%
COM
SCHM
0.22%
US MID-CAP ETF
SCHA
0.2%
US SML CAP ETF
VPL
0.18%
MEGA CAP GRO ETF
VYM
0.17%
HIGH DIV YLD
INTC
0.16%
COM
VIRT
0.16%
CL A
MO
0.16%
COM
ETE
0.16%
COM UT LTD PTN
RAMP
0.15%
COM
T
0.15%
COM
PEP
0.15%
COM
EPD
0.14%
COM
JD
0.14%
SPON ADR CL A
MDY
0.14%
UTSER1 S&PDCRP
PM
0.13%
COM
BRK.A
0.13%
CL A
VZ
0.13%
COM
WES
0.12%
COM UNIT LP INT
MRK
0.12%
COM
TDG
0.12%
COM
V
0.11%
COM CL A
TWLO
0.11%
CL A
XLF
0.11%
SBI INT-FINL
PCN
0.11%
COM
VT
0.1%
TT WRLD ST ETF
SCHE
0.1%
EMRG MKTEQ ETF
HHC
0.1%
COM
GS
0.1%
COM
GLD
0.1%
GOLD SHS
FDX
0.09%
COM
MS
0.09%
COM NEW
DBC
0.09%
UNIT
CNOB
0.09%
COM
EAF
0.08%
COM
RLGY
0.05%
COM
SQBG
0.05%
COM
XON
0.04%
COM
CLBS
0.03%
COM NEW
APH
8.84%
CL A
AVGO
5.99%
COM
YEXT
3.48%
COM
GCC
2.04%
SHS BEN INT
INST
1.66%
COM
ANET
1.59%
COM
CSCO
1.53%
COM
MBFI
1.04%
COM
VGT
0.72%
INF TECH ETF
AMJ
0.71%
ALERIAN ML ETN
JAZZ
0.69%
SHS USD
AGN
0.45%
SHS
TWTR
0.39%
COM
WLTW
0.34%
SHS
SIFY
0.33%
SPONSORED ADR
RSP
0.33%
S&P500 EQL WGT
DHI
0.29%
COM
TWOU
0.26%
COM
AXP
0.26%
COM
TSLA
0.25%
COM
UNH
0.24%
COM
ORCL
0.22%
COM
AON
0.22%
SHS CL A
CMCSA
0.21%
CL A
ANTM
0.21%
COM
MB
0.21%
COM CL A
DVP
0.19%
DEEP VALUE ETF
EOG
0.19%
COM
ADI
0.17%
COM
BABA
0.17%
SPONSORED ADS
BIIB
0.16%
COM
MTB
0.15%
COM
EQIX
0.15%
COM PAR $0.001
AIZ
0.14%
COM
CIVI
0.13%
COM
BX
0.13%
COM UNIT LTD
DWDP
0.12%
COM
WPX
0.12%
COM
AAL
0.12%
COM
LYB
0.11%
SHS - A -
ABBV
0.11%
COM
ADSK
0.11%
COM
TEL
0.11%
REG SHS
AMSC
0.11%
SHS NEW
DIA
0.1%
UT SER 1
PEN
0.1%
COM
BLK
0.1%
COM
APD
0.1%
COM
EWJ
0.1%
MSCI JPN ETF NEW
STX
0.09%
SHS
IEMG
0.09%
CORE MSCI EMKT
MDT
0.09%
SHS
NFLX
0.09%
COM
ABT
0.08%
COM
VRTX
0.08%
COM
RWO
0.08%
DJ GLB RL ES ETF
AMP
0.08%
COM
JCI
0.08%
SHS
FEYE
0.07%
COM
KMI
0.07%
COM
CSTM
0.06%
CL A
FCX
0.05%
COM
ZIOP
0.02%
COM