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
$838M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.1M
3
+$10.5M
4
MCK icon
McKesson
MCK
+$9.5M
5
UNH icon
UnitedHealth
UNH
+$8.02M

Top Sells

1
+$16.8M
2
+$16.3M
3
+$16.1M
4
BSX icon
Boston Scientific
BSX
+$15.4M
5
IBM icon
IBM
IBM
+$15.1M

Sector Composition

1 Financials 22.18%
2 Technology 13.23%
3 Industrials 11.77%
4 Consumer Discretionary 10.81%
5 Healthcare 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
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