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
$708M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$6.97M
3 +$5.64M
4
MU icon
Micron Technology
MU
+$3.58M
5
UAL icon
United Airlines
UAL
+$2.18M

Top Sells

1 +$12.1M
2 +$7.12M
3 +$6.64M
4
JPM icon
JPMorgan Chase
JPM
+$5.62M
5
SWKS icon
Skyworks Solutions
SWKS
+$5.52M

Sector Composition

1 Financials 21.66%
2 Consumer Discretionary 14.58%
3 Technology 13.48%
4 Healthcare 12.11%
5 Energy 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$229K 0.03%
+5,460
177
$225K 0.03%
8,253
178
$223K 0.03%
953
179
$204K 0.03%
+1,560
180
$202K 0.03%
921
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181
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182
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183
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184
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185
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186
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191
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192
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