Portfolio (Quarterly)
Guide ↗
Affinity Capital Advisors, LLC
· CIK 0001810023| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | T | AT&T INC | Communication Services | 14,838 | $430K | 0.06% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 1,839 | $343K | 0.05% | SOLD |
| 3 | XLE | SELECT SECTOR SPDR TR | — | 4,425 | $271K | 0.04% | SOLD |
| 4 | PFE | PFIZER INC | Healthcare | 9,163 | $257K | 0.04% | SOLD |
| 5 | SHOP | SHOPIFY INC | Technology | 2,035 | $241K | 0.03% | SOLD |
| 6 | FNDF | SCHWAB STRATEGIC TR | — | 4,877 | $239K | 0.03% | SOLD |
| 7 | PWR | QUANTA SVCS INC | Industrials | 418 | $229K | 0.03% | SOLD |
| 8 | SCHA | SCHWAB STRATEGIC TR | — | 7,746 | $225K | 0.03% | SOLD |
| 9 | CMCSA | COMCAST CORP NEW | Communication Services | 7,576 | $218K | 0.03% | SOLD |
| 10 | AGG | ISHARES TR | — | 2,068 | $205K | 0.03% | SOLD |
| 11 | GLD | SPDR GOLD TR | Financial Services | 471 | $203K | 0.03% | SOLD |
| 12 | CLVT | CLARIVATE PLC | Technology | 16,031 | $41K | 0.01% | SOLD |
Sector Allocation
Technology
56.8%
Financial Services
11.5%
Communication Services
8.6%
Consumer Cyclical
6.2%
Healthcare
5.8%
Industrials
5.2%
Consumer Defensive
3.2%
Utilities
1.6%
Energy
0.7%
Basic Materials
0.5%