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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
24
2
3
0
1
0
17
6
1
SUREVEST INC

Time Period2019-03-31

Total Holdings122

Total Value ($x1000)162,475
Activities
New7

Increased76

Unchanged4

Decreased35

Sold Out26

Top 10 Stock Holdingstotal 29.5%
VEU4.23

STIP3.92

FLOT3.83

AGGY2.82

IQDG2.79

 
GWL2.71

STOT2.62

NTNX2.32

DEM2.24

DON2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEU
4.23%
ALLWRLD EX US
STIP
3.92%
0-5 YR TIPS ETF
FLOT
3.83%
FLTG RATE BD ETF
AGGY
2.82%
BRCLYS US AGGR
IQDG
2.79%
INTL QULTY DIV
GWL
2.71%
S&P WRLD EX US
STOT
2.62%
SPDR DBLELN SHRT
NTNX
2.32%
CL A
DEM
2.24%
EMERG MKTS ETF
DON
2.02%
MIDCAP DIVI FD
SJNK
2%
SHT TRM HGH YLD
AMZN
1.92%
COM
DDWM
1.9%
CURRNCY INT EQ
DLS
1.87%
INTL SMCAP DIV
IMTM
1.68%
INT DEV MOM FC
GOOGL
1.67%
CAP STK CL A
GIS
1.66%
COM
QUAL
1.64%
MSCI USA QLT FAC
DIS
1.63%
COM DISNEY
MTUM
1.62%
MSCI USAMOMFCT
EPS
1.54%
EARNING 500 FD
AAPL
1.53%
COM
USFR
1.51%
BLMBRG FL TRFD
EPI
1.49%
INDIA ERNGS FD
EES
1.47%
SMLCAP EARN FD
DIM
1.45%
INTL MIDCAP DV
CRM
1.35%
COM
XSOE
1.3%
EM EX ST-OWNED
AVB
1.27%
COM
ACWI
1.26%
MSCI ACWI ETF
MDYG
1.19%
S&P 400 MDCP GRW
EZM
1.18%
MDCP EARN FUND
XHE
1.1%
HLTH CR EQUIP
KBE
1.06%
S&P BK ETF
AGN
1.04%
SHS
EGBN
0.97%
COM
DYLS
0.87%
DYNAMIC LNG EQ
IBB
0.84%
NASDQ BIOTEC ETF
PG
0.76%
COM
VBR
0.7%
SM CP VAL ETF
VZ
0.69%
COM
CB
0.69%
COM
JNJ
0.66%
COM
V
0.6%
COM CL A
PEP
0.6%
COM
IYG
0.54%
U.S. FIN SVC ETF
MMM
0.54%
COM
DGS
0.53%
EMG MKTS SMCAP
PDP
0.52%
DWA MOMENTUM
XOM
0.51%
COM
BABA
0.51%
SPONSORED ADS
ADSK
0.51%
COM
ED
0.51%
COM
RCL
0.5%
COM
D
0.5%
COM
UTX
0.48%
COM
BX
0.48%
COM UNIT LTD
PM
0.47%
COM
R
0.47%
COM
T
0.47%
COM
GPC
0.47%
COM
CVX
0.46%
COM
CMI
0.46%
COM
UL
0.46%
SPON ADR NEW
BTI
0.46%
SPONSORED ADR
GILD
0.45%
COM
AFL
0.43%
COM
PBCT
0.43%
COM
SPY
0.43%
TR UNIT
WM
0.43%
COM
PII
0.43%
COM
TD
0.43%
COM NEW
ABBV
0.42%
COM
ELS
0.42%
COM
MCD
0.42%
COM
UNP
0.42%
COM
ESS
0.42%
COM
SHW
0.42%
COM
GD
0.42%
COM
EMR
0.41%
COM
DLR
0.4%
COM
AIZ
0.4%
COM
NOC
0.39%
COM
MDT
0.39%
SHS
SLYV
0.38%
S&P 600 SMCP VAL
VWO
0.37%
FTSE EMR MKT ETF
KO
0.37%
COM
K
0.37%
COM
SLYG
0.36%
S&P 600 SMCP GRW
VTV
0.35%
VALUE ETF
PIZ
0.35%
DWA DEV MKTS
VPL
0.35%
MEGA CAP GRO ETF
MDY
0.3%
UTSER1 S&PDCRP
VIG
0.3%
DIV APP ETF
CVS
0.29%
COM
MSFT
0.28%
COM
GOOG
0.27%
CAP STK CL C
COST
0.23%
COM
VGT
0.22%
INF TECH ETF
DFE
0.22%
EUROPE SMCP DV
VGK
0.21%
FTSE EUROPE ETF
BMY
0.19%
COM
MMP
0.19%
COM UNIT RP LP
BRK.A
0.19%
CL A
DFJ
0.18%
JP SMALLCP DIV
VYM
0.18%
HIGH DIV YLD
JPM
0.18%
COM
HYS
0.17%
0-5 HIGH YIELD
SPYD
0.16%
SP500 HIGH DIV
VHT
0.16%
HEALTH CAR ETF
FB
0.16%
CL A
VTIP
0.16%
STRM INFPROIDX
EPD
0.15%
COM
IQLT
0.14%
INTL DEV QL FC
GSK
0.14%
SPONSORED ADR
SHM
0.13%
NUVN BR SHT MUNI
SUB
0.13%
SHT NTLAMTFR ETF
UHAL
0.13%
COM
FAX
0.03%
COM
ADSK
0.02%
PUT
SPY
< 0.01%
PUT
MDY
< 0.01%
PUT
VEA
0.51%
FTSE DEV MKT ETF
VNQ
0.48%
REIT ETF
DVY
0.36%
SELECT DIVID ETF
IWR
0.33%
RUS MID-CAP ETF
VTI
0.24%
TOTAL STK MKT
TRV
0.23%
COM
IWB
0.23%
RUS 1000 ETF
IWM
0.22%
RUSSELL 2000 ETF
IJJ
0.21%
S&P MC 400VL ETF
AXP
0.2%
COM
BRK.B
0.17%
CL B NEW
RWX
0.17%
DJ INTL RL ETF
IJR
0.17%
CORE S&P SCP ETF
BUD
0.17%
SPONSORED ADR
IJK
0.16%
S&P MC 400GR ETF
PRF
0.16%
FTSE RAFI 1000
LQD
0.16%
IBOXX INV CP ETF
FRA
0.14%
COM
AWF
0.09%
COM
HYT
0.08%
COM
HYB
0.08%
COM NEW
SDT
0.01%
UNIT BEN INT
RCL
< 0.01%
PUT
GIS
< 0.01%
PUT
ABBV
< 0.01%
PUT
T
< 0.01%
PUT