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
$759M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$8.71M
4
TGT icon
Target
TGT
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$5.73M

Top Sells

1
+$7.74M
2
+$6.26M
3
+$6.2M
4
MAN icon
ManpowerGroup
MAN
+$4.49M
5
MCD icon
McDonald's
MCD
+$4.23M

Sector Composition

1 Financials 22.13%
2 Technology 14.56%
3 Consumer Discretionary 13.18%
4 Healthcare 12.93%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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