AAA

Affinity Asset Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 230.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+230.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$10.5M
3 +$6.12M
4
SWTX
SpringWorks Therapeutics
SWTX
+$5.02M
5
AZN icon
AstraZeneca
AZN
+$4.12M

Top Sells

1 +$7.61M
2 +$5.98M
3 +$5.69M
4
RPTX
Repare Therapeutics
RPTX
+$4.49M
5
KURA icon
Kura Oncology
KURA
+$3.89M

Sector Composition

1 Healthcare 84.3%
2 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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