AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $227,858 (100.0% shares, 0.0% debt)

Holdings (143)

AAPL APPLE INC 4.2%
Value ($000) $9,538 Shares 82,362 Est. Cost $84.52 Unrealized +25.4%
MSFT MICROSOFT CORP 3.5%
Value ($000) $7,965 Shares 37,871 Est. Cost $99.52 Unrealized +101.7%
VZ VERIZON COMMUNICATIONS INC 2.7%
Value ($000) $6,067 Shares 101,975 Est. Cost $37.47 Unrealized +13.6%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $5,638 Shares 18,083 Est. Cost $157.09 Unrealized +79.0%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $5,391 Shares 56,001 Est. Cost $49.71 Unrealized +71.9%
T ATT INC 2.2%
Value ($000) $5,012 Shares 175,793 Est. Cost $13.10 Unrealized +18.8%
FDX FEDERAL EXPRESS CORP 2.1%
Value ($000) $4,824 Shares 19,180 Est. Cost $113.99 Unrealized +58.7%
INTC INTEL CORP 2.1%
Value ($000) $4,779 Shares 92,290 Est. Cost $29.95 Unrealized +55.4%
BAC BANK OF AMERICA CORP 2.0%
Value ($000) $4,535 Shares 188,270 Est. Cost $17.24 Unrealized +26.6%
AMGN AMGEN INC 1.9%
Value ($000) $4,371 Shares 17,199 Est. Cost $148.46 Unrealized +41.1%
HD HOME DEPOT INC 1.9%
Value ($000) $4,341 Shares 15,630 Est. Cost $99.30 Unrealized +139.3%
BMY BRISTOL MYERS 1.9%
Value ($000) $4,315 Shares 71,578 Est. Cost $45.17 Unrealized +7.6%
BBY BEST BUY CO INC 1.9%
Value ($000) $4,269 Shares 38,356 Est. Cost $41.78 Unrealized +95.8%
CMCSA COMCAST CLASS A 1.7%
Value ($000) $3,974 Shares 85,912 Est. Cost $31.71 Unrealized +18.7%
CVS CVS HEALTH CORP 1.7%
Value ($000) $3,964 Shares 67,882 Est. Cost $58.71 Unrealized -10.8%
IBM INTL BUSINESS MACHINES CORP 1.7%
Value ($000) $3,800 Shares 31,234 Est. Cost $97.68 Unrealized -3.9%
ABBV ABBVIE INC 1.6%
Value ($000) $3,694 Shares 42,179 Est. Cost $62.99 Unrealized +21.1%
MRK MERCK & CO INC 1.6%
Value ($000) $3,679 Shares 44,348 Est. Cost $65.40 Unrealized +0.8%
URI UNITED RENTALS INC 1.5%
Value ($000) $3,423 Shares 19,618 Est. Cost $102.83 Unrealized +58.3%
AKAM AKAMAI TECHNOLOGIES INC 1.4%
Value ($000) $3,211 Shares 29,052 Est. Cost $102.05 Unrealized +8.8%
BLACKROCK INC 1.4%
Value ($000) $3,195 Shares 5,670 Est. Cost $563.49 Unrealized
CVX CHEVRON CORP 1.4%
Value ($000) $3,143 Shares 43,647 Est. Cost $72.62 Unrealized -8.4%
PPL PPL CORP 1.4%
Value ($000) $3,085 Shares 113,369 Est. Cost $21.39 Unrealized +1.4%
MS MORGAN STANLEY 1.4%
Value ($000) $3,082 Shares 63,739 Est. Cost $39.80 Unrealized +6.9%
FMC F M C CORP COM NEW 1.3%
Value ($000) $3,003 Shares 28,351 Est. Cost $80.02 Unrealized +13.4%
ALL ALLSTATE CORP 1.3%
Value ($000) $2,978 Shares 31,639 Est. Cost $87.97 Unrealized -7.0%
CE CELANESE CORP 1.3%
Value ($000) $2,959 Shares 27,536 Est. Cost $57.75 Unrealized +57.3%
C CITIGROUP INC 1.3%
Value ($000) $2,897 Shares 67,210 Est. Cost $51.23 Unrealized -19.9%
EXC EXELON CORP 1.3%
Value ($000) $2,894 Shares 80,931 Est. Cost $21.16 Unrealized +3.5%
PHM PULTE CORP 1.3%
Value ($000) $2,878 Shares 62,182 Est. Cost $20.52 Unrealized +97.5%
CBRE CBRE GROUP INC CL A 1.2%
Value ($000) $2,798 Shares 59,560 Est. Cost $36.92 Unrealized +23.6%
TGT TARGET CORP COM 1.2%
Value ($000) $2,778 Shares 17,645 Est. Cost $67.85 Unrealized +74.9%
CPB CAMPBELL SOUP CO 1.2%
Value ($000) $2,725 Shares 56,339 Est. Cost $41.25 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $2,716 Shares 7,085 Est. Cost $317.54 Unrealized +3.6%
MO ALTRIA GROUP INC 1.2%
Value ($000) $2,701 Shares 69,890 Est. Cost $23.75 Unrealized +14.5%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $2,644 Shares 41,840 Est. Cost $58.26 Unrealized -3.7%
LHX L3HARRIS TECHNOLOGIES INC 1.1%
Value ($000) $2,574 Shares 15,154 Est. Cost $178.52 Unrealized -11.9%
TSN TYSON FOODS 1.1%
Value ($000) $2,530 Shares 42,532 Est. Cost $63.05 Unrealized -16.9%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $2,462 Shares 32,836 Est. Cost $57.37 Unrealized +2.6%
AGG ISHARES BARCLAYS AGGREGATE BON 1.0%
Value ($000) $2,346 Shares 19,875 Est. Cost $108.79 Unrealized
NOC NORTHROP GRUMMAN CORP 1.0%
Value ($000) $2,322 Shares 7,359 Est. Cost $298.45 Unrealized -0.1%
AEP AMERICAN ELECTRIC POWER INC. 1.0%
Value ($000) $2,304 Shares 28,185 Est. Cost $56.69 Unrealized +19.6%
GOOGL ALPHABET INC CLASS A 1.0%
Value ($000) $2,288 Shares 1,561 Est. Cost $58.16 Unrealized +30.0%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $2,236 Shares 11,125 Est. Cost $166.52 Unrealized +7.5%
DPZ DOMINO'S PIZZA, INC 0.8%
Value ($000) $1,935 Shares 4,551 Est. Cost $348.08 Unrealized +7.0%
EBAY EBAY INC COM 0.8%
Value ($000) $1,862 Shares 35,736 Est. Cost $38.43 Unrealized +30.7%
AVGO BROADCOM INC 0.8%
Value ($000) $1,788 Shares 4,907 Est. Cost $20.00 Unrealized +48.2%
FAF FIRST AMERICAN FINANCIAL 0.7%
Value ($000) $1,527 Shares 30,001 Est. Cost $42.91 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.6%
Value ($000) $1,392 Shares 32,124 Est. Cost $30.77 Unrealized +38.5%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,389 Shares 6,328 Est. Cost $181.40 Unrealized 0.0%
TRUP TRUPANION INC 0.6%
Value ($000) $1,375 Shares 17,430 Est. Cost $31.28 Unrealized +91.9%
MAS MASCO CORP 0.6%
Value ($000) $1,308 Shares 23,719 Est. Cost $51.02 Unrealized 0.0%
HORIZON THERAPEUTICS PLC 0.6%
Value ($000) $1,305 Shares 16,804 Est. Cost $25.36 Unrealized
KHC KRAFT HEINZ 0.5%
Value ($000) $1,243 Shares 41,514 Est. Cost $23.07 Unrealized +12.2%
INSP INSPIRE MED SYS INC COM 0.5%
Value ($000) $1,240 Shares 9,608 Est. Cost $68.33 Unrealized +61.3%
TNDM TANDEM DIABETES CARE INC 0.5%
Value ($000) $1,144 Shares 10,078 Est. Cost $65.86 Unrealized +59.5%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $1,122 Shares 4,640 Est. Cost $212.18 Unrealized +2.1%
RH RH 0.5%
Value ($000) $1,115 Shares 2,914 Est. Cost $132.23 Unrealized +138.5%
PFSI PENNYMAC FINANCIAL SERVICES IN 0.5%
Value ($000) $1,091 Shares 18,767 Est. Cost $29.83 Unrealized +55.1%
PCRX PACIRA BIOSCIENCES INC 0.4%
Value ($000) $1,017 Shares 16,919 Est. Cost $42.16 Unrealized +37.8%
VCYT VERACYTE INC 0.4%
Value ($000) $944 Shares 29,052 Est. Cost $14.77 Unrealized +115.1%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $943 Shares 9,964 Est. Cost $66.35 Unrealized +15.3%
COUPA SOFTWARE INC 0.4%
Value ($000) $894 Shares 3,259 Est. Cost $64.27 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $874 Shares 26,604 Est. Cost $46.63 Unrealized -33.1%
MDC HOLDINGS INC 0.4%
Value ($000) $869 Shares 18,453 Est. Cost $26.73 Unrealized
ENSG ENSIGN GROUP INC 0.4%
Value ($000) $853 Shares 14,952 Est. Cost $27.28 Unrealized +87.0%
LAM RESEARCH CORPORATION 0.4%
Value ($000) $827 Shares 2,493 Est. Cost $240.12 Unrealized
NOMD NOMAD FOODS LIMITED 0.4%
Value ($000) $820 Shares 32,190 Est. Cost $20.37 Unrealized +16.6%
CMC COMMERCIAL METALS CO 0.4%
Value ($000) $811 Shares 40,596 Est. Cost $19.17 Unrealized 0.0%
ASGN ASGN INCORPORATED 0.3%
Value ($000) $781 Shares 12,289 Est. Cost $73.01 Unrealized -5.8%
ALLO ALLOGENE THERAPEUTICS INC 0.3%
Value ($000) $763 Shares 20,242 Est. Cost $37.70 Unrealized 0.0%
LIMELIGHT NETWORKS INC 0.3%
Value ($000) $762 Shares 132,377 Est. Cost $7.36 Unrealized
BCC BOISE CASCADE CO 0.3%
Value ($000) $754 Shares 18,900 Est. Cost $24.48 Unrealized +28.4%
EVERBRIDGE INC 0.3%
Value ($000) $727 Shares 5,782 Est. Cost $64.02 Unrealized
MBUU MALIBU BOATS, INC 0.3%
Value ($000) $723 Shares 14,587 Est. Cost $40.54 Unrealized +34.1%
LOW LOWE'S COMPANIES 0.3%
Value ($000) $719 Shares 4,332 Est. Cost $139.87 Unrealized 0.0%
FIX COMFORT SYSTEMS USA 0.3%
Value ($000) $719 Shares 13,968 Est. Cost $37.28 Unrealized +26.7%
WK WORKIVA INC 0.3%
Value ($000) $714 Shares 12,813 Est. Cost $34.78 Unrealized +60.0%
APAM ARTISAN PARTNERS ASSET MANAGEM 0.3%
Value ($000) $711 Shares 18,224 Est. Cost $22.85 Unrealized 0.0%
THC TENET HEALTHCARE 0.3%
Value ($000) $709 Shares 28,928 Est. Cost $25.99 Unrealized -1.7%
JACK JACK IN THE BOX INC 0.3%
Value ($000) $700 Shares 8,826 Est. Cost $61.63 Unrealized +30.5%
MR. COOPER GROUP INC 0.3%
Value ($000) $697 Shares 31,217 Est. Cost $22.33 Unrealized
PERSPECTA INC COM 0.3%
Value ($000) $697 Shares 35,818 Est. Cost $19.99 Unrealized
BGS B&G FOODS INC 0.3%
Value ($000) $691 Shares 24,898 Est. Cost $13.10 Unrealized +31.6%
RHI ROBERT HALF INTL 0.3%
Value ($000) $677 Shares 12,797 Est. Cost $65.90 Unrealized -19.2%
DY DYCOM INDUSTRIES 0.3%
Value ($000) $670 Shares 12,676 Est. Cost $34.55 Unrealized +40.3%
REDFIN CORP 0.3%
Value ($000) $670 Shares 13,414 Est. Cost $49.95 Unrealized
VAC MARRIOTT VACATIONS WRL 0.3%
Value ($000) $658 Shares 7,241 Est. Cost $111.73 Unrealized -18.8%
SVC SERVICE PROPERTIES TRUST 0.3%
Value ($000) $651 Shares 81,924 Est. Cost $21.12 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.3%
Value ($000) $648 Shares 9,528 Est. Cost $28.90 Unrealized 0.0%
SNX SYNNEX CORPORATION 0.3%
Value ($000) $640 Shares 4,573 Est. Cost $53.35 Unrealized +10.4%
COWEN INC 0.3%
Value ($000) $629 Shares 38,679 Est. Cost $14.25 Unrealized
TPC TUTOR PERINI CORP 0.3%
Value ($000) $626 Shares 56,203 Est. Cost $12.27 Unrealized 0.0%
LEXINGTON CP PPTYS TT COM 0.3%
Value ($000) $598 Shares 57,216 Est. Cost $10.45 Unrealized
MERITOR INC 0.3%
Value ($000) $596 Shares 28,461 Est. Cost $18.36 Unrealized
EME EMCOR GROUP INC 0.3%
Value ($000) $589 Shares 8,697 Est. Cost $70.81 Unrealized -3.9%
UTMD UTAH MED PRODS INC COM 0.3%
Value ($000) $586 Shares 7,331 Est. Cost $88.68 Unrealized -6.4%
SWX SOUTHWEST GAS CORP COM 0.3%
Value ($000) $585 Shares 9,276 Est. Cost $72.12 Unrealized -7.3%
UCTT ULTRA CLEAN HOLDINGS INC 0.3%
Value ($000) $584 Shares 27,207 Est. Cost $20.50 Unrealized +18.4%
JBL JABIL CIRCUIT INC 0.3%
Value ($000) $582 Shares 16,997 Est. Cost $25.73 Unrealized +27.2%
ABG ASBURY AUTOMOTIVE GROUP INC 0.3%
Value ($000) $577 Shares 5,922 Est. Cost $75.38 Unrealized +34.0%
BHE BENCHMARK ELECTRONICS 0.2%
Value ($000) $541 Shares 26,834 Est. Cost $22.30 Unrealized -19.5%
ATLAS AIR WORLDWIDE HOLDINGS I 0.2%
Value ($000) $535 Shares 8,788 Est. Cost $60.88 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.2%
Value ($000) $513 Shares 37,202 Est. Cost $16.83 Unrealized
AGM FEDERAL AGRICULTURAL MORTGAGE 0.2%
Value ($000) $506 Shares 7,950 Est. Cost $56.87 Unrealized -4.9%
MCK MCKESSON CORP 0.2%
Value ($000) $506 Shares 3,395 Est. Cost $138.25 Unrealized +6.2%
ALTERYX INC 0.2%
Value ($000) $505 Shares 4,451 Est. Cost $50.31 Unrealized
AMERICAN EQUITY INVESTMENT LIF 0.2%
Value ($000) $503 Shares 22,882 Est. Cost $26.92 Unrealized
OTTR OTTER TAIL CORP 0.2%
Value ($000) $486 Shares 13,425 Est. Cost $40.22 Unrealized -17.4%
EVER EVERQUOTE INC. 0.2%
Value ($000) $477 Shares 12,348 Est. Cost $37.52 Unrealized +20.1%
INVA INNOVIVA, INC 0.2%
Value ($000) $470 Shares 45,011 Est. Cost $13.23 Unrealized -3.9%
FHI FEDERATED HERMES INC 0.2%
Value ($000) $448 Shares 20,841 Est. Cost $23.64 Unrealized -22.3%
WHD CACTUS INC 0.2%
Value ($000) $426 Shares 22,183 Est. Cost $21.68 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY TRUST I 0.2%
Value ($000) $414 Shares 30,514 Est. Cost $19.75 Unrealized
SPWH SPORTSMAN'S WAREHOUSE HOLDINGS 0.2%
Value ($000) $407 Shares 28,411 Est. Cost $15.38 Unrealized 0.0%
HAL HALLIBURTON CO 0.2%
Value ($000) $407 Shares 33,744 Est. Cost $13.17 Unrealized 0.0%
FISV FISERV INC 0.2%
Value ($000) $400 Shares 3,878 Est. Cost $102.09 Unrealized -2.4%
AMP AMERIPRISE FINANCIAL INC 0.2%
Value ($000) $381 Shares 2,470 Est. Cost $121.45 Unrealized +16.4%
GNRC GENERAC HOLDINGS INC 0.2%
Value ($000) $372 Shares 1,920 Est. Cost $59.77 Unrealized +175.3%
SOUTH ST CORP COM 0.2%
Value ($000) $370 Shares 7,683 Est. Cost $47.63 Unrealized
GLU MOBILE INC 0.2%
Value ($000) $369 Shares 48,101 Est. Cost $7.67 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $358 Shares 2,422 Est. Cost $113.13 Unrealized +9.2%
JNJ JOHNSON JOHNSON 0.2%
Value ($000) $342 Shares 2,295 Est. Cost $94.65 Unrealized +34.2%
WKC WORLD FUEL SERVICES CORP 0.1%
Value ($000) $302 Shares 14,242 Est. Cost $37.50 Unrealized -34.8%
HPQ HP INC 0.1%
Value ($000) $288 Shares 15,151 Est. Cost $13.71 Unrealized +10.6%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $282 Shares 4,004 Est. Cost $41.29 Unrealized +16.5%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $276 Shares 4,000 Est. Cost $43.12 Unrealized +33.5%
LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $274 Shares 27,204 Est. Cost $10.06 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $261 Shares 4,368 Est. Cost $52.75 Unrealized 0.0%
NRG NRG ENERGY INC 0.1%
Value ($000) $258 Shares 8,392 Est. Cost $27.89 Unrealized +1.1%
ALLY ALLY FINANCIAL INC 0.1%
Value ($000) $254 Shares 10,132 Est. Cost $18.74 Unrealized 0.0%
MU MICRON TECHNOLOGY 0.1%
Value ($000) $246 Shares 5,249 Est. Cost $47.22 Unrealized 0.0%
COST COSTCO 0.1%
Value ($000) $242 Shares 681 Est. Cost $309.06 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value ($000) $240 Shares 2,820 Est. Cost $33.75 Unrealized +36.2%
SJM JM SMUCKER 0.1%
Value ($000) $234 Shares 2,027 Est. Cost $93.45 Unrealized -0.0%
EBIX INC 0.1%
Value ($000) $223 Shares 10,847 Est. Cost $15.21 Unrealized
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $218 Shares 4,418 Est. Cost $49.34 Unrealized
PH PARKER-HANNIFIN 0.1%
Value ($000) $212 Shares 1,050 Est. Cost $182.81 Unrealized 0.0%
JCI JOHNSON CONTROLS PLC 0.1%
Value ($000) $210 Shares 5,150 Est. Cost $27.45 Unrealized +28.2%
BAH BOOZ ALLEN HAMILTON HLDG CO 0.1%
Value ($000) $209 Shares 2,515 Est. Cost $73.94 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $209 Shares 990 Est. Cost $174.85 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $205 Shares 2,048 Est. Cost $85.14 Unrealized +8.0%
BMY CVR 0.0%
Value ($000) $30 Shares 13,215 Est. Cost $2.98 Unrealized