AFFINIA FINANCIAL GROUP, LLC
CIK: 0001802862
Securities
Total Securities | Securities Added | Securities Removed | Average Holding Period |
---|---|---|---|
35.00 | 9 | 2 | 7 |
Securities
Market Value | Previous Market Value | Change In Market Value | Change In Market Value (%) |
---|---|---|---|
144.29M | 110.74M | 33.55M | 30.30 % |
Securities
Performance | Performance 1 Year | Performance 3 Years | Performance 5 Years | Performance Since Inception |
---|---|---|---|---|
7.26M | 2.24M | 24.88M | 17.50M | 17.50M |
SPY
Inst. Shares Owned: 44.07K
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SPTM
Inst. Shares Owned: 35.95K
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DNP
Inst. Shares Owned: 22.00K
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GIB
Inst. Shares Owned: 13.00K
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IJH
Inst. Shares Owned: 11.96K
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AAPL
Inst. Shares Owned: 11.37K
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SHY
Inst. Shares Owned: 10.86K
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NJR
Inst. Shares Owned: 5.87K
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CVS
Inst. Shares Owned: 5.18K
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GOOGL
Inst. Shares Owned: 4.71K
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PSN
Inst. Shares Owned: 3.75K
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GOOG
Inst. Shares Owned: 2.90K
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ADI
Inst. Shares Owned: 2.76K
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XOM
Inst. Shares Owned: 2.70K
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VTI
Inst. Shares Owned: 2.33K
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MSFT
Inst. Shares Owned: 1.95K
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ORCL
Inst. Shares Owned: 1.84K
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HD
Inst. Shares Owned: 1.36K
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UNP
Inst. Shares Owned: 1.10K
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BRK-B
Inst. Shares Owned: 746.00
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IVV
Inst. Shares Owned: 518.00
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