StockDriftsStockDriftsTop 50 Affinity Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.62% | 105.0K | $68.6M | +1.90%(+1.96K) | $498.94(+45.70%) | 2026-03-31 | |
| IUSB | ISHARES TR | 8.85% | 1.37M | $63.1M | -1.46%(-20.21K) | $45.67(+0.80%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 8.43% | 306.5K | $60.1M | +1.07%(+3.23K) | $137.39(+50.32%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.39% | 136.9K | $59.8M | +1.28%(+1.73K) | $49.55(+70.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.49% | 210.5K | $53.4M | -6.30%(-14.15K) | $164.03(+73.24%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.42% | 424.3K | $31.6M | +2.22%(+9.20K) | $53.04(+45.22%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.96% | 404.8K | $28.2M | +6.09%(+23.22K) | $59.67(+34.32%) | 2026-03-31 | |
| ESGU | ISHARES TR | 2.96% | 149.4K | $21.1M | -0.76%(-1.14K) | $96.73(+63.08%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.8% | 198.2K | $19.9M | +22.74%(+36.72K) | $100.60(-0.17%) | 2026-03-31 | |
| EFG | ISHARES TR | 2.47% | 158.1K | $17.6M | +10.28%(+14.74K) | $98.62(+21.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.74% | +39.53% |
| Top 20 Holdings Unweighted | +10.66% | +35.52% |
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