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
$137M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.11M
3
+$1.04M
4
TGT icon
Target
TGT
+$826K
5
C icon
Citigroup
C
+$803K

Top Sells

1
+$1.86M
2
+$1.85M
3
+$1.43M
4
DE icon
Deere & Co
DE
+$1.39M
5
KR icon
Kroger
KR
+$1.15M

Sector Composition

1 Technology 19.56%
2 Financials 17.45%
3 Healthcare 14.65%
4 Consumer Discretionary 9.76%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
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