AAA

Affinity Asset Advisors Portfolio holdings

AUM $676M
1-Year Est. Return 29.75%
This Quarter Est. Return
1 Year Est. Return
+29.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.8M
3
+$8.53M
4
ORKA
Oruka Therapeutics
ORKA
+$8.43M
5
WVE icon
Wave Life Sciences
WVE
+$8.4M

Top Sells

1
+$20.4M
2
+$16.8M
3
+$11.9M
4
APGE icon
Apogee Therapeutics
APGE
+$10.1M
5
MORF
Morphic Holding, Inc. Common Stock
MORF
+$8.54M

Sector Composition

1 Healthcare 92.7%
2 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
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