AAA

Affinity Asset Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 86.9%
This Quarter Est. Return
1 Year Est. Return
+86.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.78M
3
+$5.5M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$5.12M
5
MORF
Morphic Holding, Inc. Common Stock
MORF
+$3.6M

Top Sells

1
+$12.9M
2
+$11.4M
3
+$8.92M
4
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$8.71M
5
AZN icon
AstraZeneca
AZN
+$6.1M

Sector Composition

1 Healthcare 95.13%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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