AIA

Affinity Investment Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 37.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.22M
3
+$2.31M
4
CE icon
Celanese
CE
+$1.16M
5
TSLA icon
Tesla
TSLA
+$1.03M

Top Sells

1
+$4.27M
2
+$2.41M
3
+$2.27M
4
UNH icon
UnitedHealth
UNH
+$1.01M
5
COUP
Coupa Software Incorporated
COUP
+$988K

Sector Composition

1 Financials 17.64%
2 Technology 16.2%
3 Healthcare 15.12%
4 Industrials 11.44%
5 Consumer Discretionary 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$208K 0.08%
2,661
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