Long-term investor
Affinity Capital Advisors, LLC @affinitycapitaladvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001810023).
Record
- Tracked since 2025-06-30 (441 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +12.0% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.1% · long · since 2025-06-30
- VUG · 9.0% · long · since 2025-06-30
- VTV · 8.3% · long · since 2025-06-30
- IUSB · 8.2% · long · since 2025-06-30
- AAPL · 7.5% · long · since 2025-06-30
- EFV · 4.3% · long · since 2025-06-30
- IEMG · 4.2% · long · since 2025-06-30
- ESGU · 3.0% · long · since 2025-06-30
- EFG · 2.7% · long · since 2025-06-30
- XLK · 2.7% · long · since 2025-06-30
- SGOV · 2.2% · long · since 2025-06-30
- SPYG · 2.1% · long · since 2025-06-30