AIA

Affinity Investment Advisors Portfolio holdings

AUM $132M
1-Year Est. Return 29.69%
This Quarter Est. Return
1 Year Est. Return
+29.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.64M
3
+$2.62M
4
FMC icon
FMC
FMC
+$2.36M
5
EBAY icon
eBay
EBAY
+$2.03M

Top Sells

1
+$3.53M
2
+$2.14M
3
+$2.04M
4
SCCO icon
Southern Copper
SCCO
+$1.95M
5
UNH icon
UnitedHealth
UNH
+$1.88M

Sector Composition

1 Technology 17.92%
2 Healthcare 17.38%
3 Financials 15.68%
4 Consumer Discretionary 9.71%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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158
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160
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161
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3 4 5 6
7