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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 $410,035,920
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 211,597 $40,738,746 9.93%
2.
Vanguard Index Fds
 115,524 $35,913,969 8.75%
3.
Vanguard Index Fds
 202,509 $30,275,121 7.38%
4.
Ishares Tr
 614,659 $28,317,334 6.9%
5.
Ishares Trust
 IEF 57,567 $27,495,746 6.7%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)