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
$120M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$983K
2 +$871K
3 +$743K
4
CPNG icon
Coupang
CPNG
+$677K
5
GEN icon
Gen Digital
GEN
+$556K

Top Sells

1 +$1.89M
2 +$1.6M
3 +$1.42M
4
IBM icon
IBM
IBM
+$1.22M
5
AZO icon
AutoZone
AZO
+$851K

Sector Composition

1 Technology 23.58%
2 Financials 18.11%
3 Healthcare 12.71%
4 Consumer Discretionary 10.14%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,272