AIA

Affinity Investment Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 34.43%
This Quarter Est. Return
1 Year Est. Return
+34.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$18.1M
3
+$13.4M
4
IBM icon
IBM
IBM
+$7.61M
5
TSN icon
Tyson Foods
TSN
+$7.48M

Top Sells

1
+$22.9M
2
+$14.7M
3
+$13.7M
4
LMT icon
Lockheed Martin
LMT
+$13.5M
5
KR icon
Kroger
KR
+$13M

Sector Composition

1 Financials 18.84%
2 Technology 13.55%
3 Consumer Discretionary 11.17%
4 Industrials 10.88%
5 Healthcare 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
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