Managed by Affinity Investment Advisors, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | M MSFT — | $5.6M | 14.9K | 0.00% | — |
| 6 | V VYLD — | $5.5M | 26.1K | 0.00% | — |
| 7 | V VYLD — | $5.5M | 27.4K | 0.00% | — |
| 8 | V VYLD — | $5.5M | 27.0K | 0.00% | — |
| 9 | M MSFT — | $5.2M | 17.9K | 0.00% | — |
| 10 | A AAPL — | $5M | 18.5K | 0.00% | — |
| 11 | M MSFT — | $5M | 13.2K | 0.00% | — |
| 12 | M MSFT — | $4.9M | 15.5K | 0.00% | — |
| 13 | V VYLD — | $4.7M | 27.7K | 0.00% | — |
| 14 | A AAPL — | $4.7M | 24.0K | 0.00% | — |
| 15 | G | $4.6M | 14.6K | 0.00% | — |
| 16 | V VYLD — | $4.6M | 14.2K | 0.00% | — |
| 17 | M MSFT — | $4.5M | 10.1K | 0.00% | — |
| 18 | V VYLD — | $4.5M | 14.2K | 0.00% | — |
| 19 | M MSFT — | $4.4M | 10.4K | 0.00% | — |
| 20 | V VYLD — | $4.4M | 18.2K | 0.00% | — |