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
$228M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.73M
3
+$1.64M
4
GILD icon
Gilead Sciences
GILD
+$1.58M
5
FAF icon
First American
FAF
+$1.53M

Top Sells

1
+$2.68M
2
+$2.62M
3
+$1.9M
4
PVH icon
PVH
PVH
+$1.55M
5
HIG icon
Hartford Financial Services
HIG
+$1.49M

Sector Composition

1 Technology 17.81%
2 Healthcare 16.76%
3 Financials 14.9%
4 Industrials 10.39%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
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