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Home > Institutional Investor > Affinity Capital Advisors, Llc > Profile

Instuitional Investor - Affinity Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Affinity Capital Advisors, Llc
Portfolio Value $531,566,336
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 135,688 $56,048,572 10.54%
2.
Ishares Trust
 IEF 89,593 $53,000,269 9.97%
3.
Ishares Tr
 1,067,397 $48,000,862 9.03%
4.
Apple Inc.
 AAPL 157,515 $38,151,764 7.17%
5.
Vanguard Index Fds - VALUE ETF
 209,499 $35,614,757 6.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)