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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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16
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8
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7
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6
AFFINITY WEALTH MANAGEMENT

Time Period2017-09-30

Total Holdings71

Total Value ($x1000)163,214
Activities
New12

Increased18

Unchanged19

Decreased22

Sold Out12

Top 10 Stock Holdingstotal 84.67%
IVW20.27

QQQ14.05

PSCT11.48

IBDQ10.09

BSCN9.68

 
SKYY8.25

XLV7.82

TOTL1.63

JNJ0.73

AAPL0.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVW
20.27%
S&P 500 GRWT ETF
QQQ
14.05%
UNIT SER 1
PSCT
11.48%
S&P SMCP IT PO
IBDQ
10.09%
IBND DEC25 ETF
BSCN
9.68%
2023 CORP BOND
SKYY
8.25%
ISE CLOUD COMP
XLV
7.82%
SBI HEALTHCARE
TOTL
1.63%
SPDR TR TACTIC
JNJ
0.73%
COM
AAPL
0.67%
COM
DWDP
0.6%
COM
PCLN
0.54%
COM NEW
JETS
0.52%
US GLB JETS
AMZN
0.5%
COM
CC
0.49%
COM
MKSI
0.43%
COM
VZ
0.43%
COM
T
0.42%
COM
IJJ
0.38%
S&P MC 400VL ETF
IVV
0.36%
CORE S&P500 ETF
COHR
0.36%
COM
SYY
0.35%
COM
JPM
0.34%
COM
XOM
0.34%
COM
VC
0.32%
COM NEW
GE
0.32%
COM
ANET
0.32%
COM
OLED
0.3%
COM
PEG
0.3%
COM
IVE
0.3%
S&P 500 VAL ETF
AGG
0.28%
CORE TOTUSBD ETF
HRB
0.27%
COM
FB
0.27%
CL A
SEM
0.26%
COM
IJK
0.25%
S&P MC 400GR ETF
SNX
0.25%
COM
TXN
0.25%
COM
LPX
0.24%
COM
MU
0.24%
COM
AMAT
0.23%
COM
GPN
0.22%
COM
MSFT
0.22%
COM
OGS
0.22%
COM
DVY
0.21%
SELECT DIVID ETF
IJT
0.21%
SP SMCP600GR ETF
PLAY
0.2%
COM
KMT
0.2%
COM
MGLN
0.18%
COM NEW
ENR
0.18%
COM
KLAC
0.18%
COM
HD
0.18%
COM
BRK.A
0.17%
CL A
AAOI
0.16%
COM
HA
0.16%
COM
BSCL
0.15%
GUGG BULSH 2021
CDNS
0.15%
COM
EQLT
0.15%
WRKPLC EQL PRT
KLD
0.15%
USA ESG SLCT ETF
IJH
0.15%
CORE S&P MCP ETF
CVX
0.14%
COM
SO
0.14%
COM
PFE
0.14%
COM
BRK.B
0.14%
CL B NEW
DSI
0.13%
MSCI KLD400 SOC
NEU
0.13%
COM
WMT
0.13%
COM
POST
0.13%
COM
IJS
0.12%
SP SMCP600VL ETF
AZN
0.12%
SPONSORED ADR
F
0.08%
COM PAR $0.01
SYN
0.02%
COM
DD
0.55%
COM
PHM
0.24%
COM
DXC
0.23%
COM
BCC
0.22%
COM
XLF
0.2%
SBI INT-FINL
STLD
0.17%
COM
STX
0.17%
SHS
MXIM
0.17%
COM
HOLX
0.16%
COM
MO
0.14%
COM
IBM
0.13%
COM
HBAN
0.09%
COM