Instuitional Investor - Affinity Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Affinity Wealth Llc |
| Portfolio Value | $186,195,604 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 1,659,345 | $56,152,235 | 30.16% | |
| 2. | Jpmorgan Us Value Factor Etf | 627,106 | $36,773,496 | 19.75% | |
| 3. | SCHD | 433,901 | $22,892,617 | 12.29% | |
| 4. | Invesco S&P Midcap Momentum Et - S&P MDCP MOMNTUM | 124,759 | $21,226,496 | 11.4% | |
| 5. | Invesco S&P International Developed Momentum Etf - S&P INTL MOMNT | 341,315 | $20,577,881 | 11.05% |
Hedge Fund Resource Center 
