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

---.--

---.-- (--.--%)

SPTM

Inst. Shares Owned: 35.95K

---.--

---.-- (--.--%)

DNP

Inst. Shares Owned: 22.00K

---.--

---.-- (--.--%)

GIB

Inst. Shares Owned: 13.00K

---.--

---.-- (--.--%)

IJH

Inst. Shares Owned: 11.96K

---.--

---.-- (--.--%)

AAPL

Inst. Shares Owned: 11.37K

---.--

---.-- (--.--%)

SHY

Inst. Shares Owned: 10.86K

---.--

---.-- (--.--%)

NJR

Inst. Shares Owned: 5.87K

---.--

---.-- (--.--%)

CVS

Inst. Shares Owned: 5.18K

---.--

---.-- (--.--%)

GOOGL

Inst. Shares Owned: 4.71K

---.--

---.-- (--.--%)

PSN

Inst. Shares Owned: 3.75K

---.--

---.-- (--.--%)

GOOG

Inst. Shares Owned: 2.90K

---.--

---.-- (--.--%)

ADI

Inst. Shares Owned: 2.76K

---.--

---.-- (--.--%)

XOM

Inst. Shares Owned: 2.70K

---.--

---.-- (--.--%)

VTI

Inst. Shares Owned: 2.33K

---.--

---.-- (--.--%)

MSFT

Inst. Shares Owned: 1.95K

---.--

---.-- (--.--%)

ORCL

Inst. Shares Owned: 1.84K

---.--

---.-- (--.--%)

HD

Inst. Shares Owned: 1.36K

---.--

---.-- (--.--%)

UNP

Inst. Shares Owned: 1.10K

---.--

---.-- (--.--%)

BRK-B

Inst. Shares Owned: 746.00

---.--

---.-- (--.--%)

IVV

Inst. Shares Owned: 518.00

---.--

---.-- (--.--%)