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
$147M
AUM Growth
-$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$863K
2
+$774K
3
+$714K
4
DKS icon
Dick's Sporting Goods
DKS
+$687K
5
AX icon
Axos Financial
AX
+$631K

Top Sells

1
+$921K
2
+$686K
3
+$656K
4
AAPL icon
Apple
AAPL
+$639K
5
ALB icon
Albemarle
ALB
+$598K

Sector Composition

1 Technology 21.65%
2 Financials 16.51%
3 Healthcare 13.29%
4 Industrials 10.92%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
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