EF

EDELMAN FINANCIAL GROUP INC.

13F
EDELMAN FINANCIAL GROUP INC.
Last update 2016-02-16 809 Stocks (104 new)
Value $669.00 Mil Turnover 38 %
Countries:
Top Holdings:
Summary Stock Picks Current Portfolio
EDELMAN FINANCIAL GROUP INC. Top Holdings of 2015-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XOM
Exxon Mobil Corp
2,392,242
186,471.0
+83.06%
27.870
+12.65%
0.060
+1.72%
+2.01%
464,449.8
Oil & Gas
MAIN
Main Street Capital Corp
2,477,811
72,055.0
+45.36%
10.770
+3.36%
3.460
+23.07%
+14.58%
5,733.5
Asset Management
XLP
Consumer Staples Select Sector SPDR
325,152
16,416.0
+92.46%
2.450
+1.18%
0.150
-0.52%
+4.16%
16,159.5
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
140,204
15,111.0
+90.37%
2.260
+1.07%
0.020
+1.23%
+3.24%
127,979.5
 
IEF
iShares 7-10 Year Treasury Bond ETF
142,638
15,062.0
+89.88%
2.250
+1.07%
0.090
+0.68%
+4.07%
34,824.0
 
BIV
Vanguard Intermediate-Term Bond ETF
180,914
15,024.0
+89.88%
2.250
+1.07%
0.110
+0.72%
+2.44%
23,124.5
 
AAPL
Apple Inc
567,328
14,914.0
+47.05%
2.230
+0.71%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
XLK
Technology Select Sector SPDR ETF
346,492
14,842.0
+91.44%
2.220
+1.06%
0.110
+35.50%
+12.58%
82,351.5
 
XLV
Health Care Select Sector SPDR
202,124
14,558.0
+90.23%
2.180
+1.03%
0.070
-2.23%
-3.34%
33,140.0
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
182,180
14,240.0
+92.26%
2.130
+1.02%
0.170
+20.09%
-0.49%
22,739.8
 

EDELMAN FINANCIAL GROUP INC.'s Historical Top Holdings Breakdowns

EDELMAN FINANCIAL GROUP INC. Total Holding History ($B)

To

EDELMAN FINANCIAL GROUP INC.'s Asset Allocation

To

EDELMAN FINANCIAL GROUP INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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EDELMAN FINANCIAL GROUP INC.'s Hypothetical Growth since 2015-12-31

EDELMAN FINANCIAL GROUP INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

EDELMAN FINANCIAL GROUP INC.'s Holdings Heat Map

Size field:

EDELMAN FINANCIAL GROUP INC.'s Holdings Bubble Chart

EDELMAN FINANCIAL GROUP INC. News

  • 1

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