AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $273,042 (100.0% shares, 0.0% debt)

Holdings (151)

AAPL APPLE INC 3.1%
Value ($000) $8,534 Shares 69,864 Est. Cost $84.52 Unrealized +48.0%
MSFT MICROSOFT CORP 3.0%
Value ($000) $8,275 Shares 35,096 Est. Cost $99.52 Unrealized +124.0%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $7,603 Shares 49,945 Est. Cost $49.71 Unrealized +156.0%
BAC BANK OF AMERICA CORP 2.5%
Value ($000) $6,932 Shares 179,171 Est. Cost $17.24 Unrealized +77.7%
URI UNITED RENTALS INC 2.0%
Value ($000) $5,559 Shares 16,882 Est. Cost $102.83 Unrealized +166.7%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $5,452 Shares 93,757 Est. Cost $37.47 Unrealized +12.8%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $5,347 Shares 14,371 Est. Cost $157.09 Unrealized +103.5%
FDX FEDERAL EXPRESS CORP 1.8%
Value ($000) $4,882 Shares 17,186 Est. Cost $113.99 Unrealized +105.4%
MS MORGAN STANLEY 1.7%
Value ($000) $4,633 Shares 59,658 Est. Cost $39.90 Unrealized +64.4%
ABBV ABBVIE INC 1.7%
Value ($000) $4,628 Shares 42,769 Est. Cost $63.33 Unrealized +40.4%
T ATT INC 1.7%
Value ($000) $4,569 Shares 150,958 Est. Cost $13.10 Unrealized +23.3%
DE DEERE & CO 1.7%
Value ($000) $4,553 Shares 12,169 Est. Cost $307.48 Unrealized 0.0%
CVS CVS HEALTH CORP 1.7%
Value ($000) $4,551 Shares 60,489 Est. Cost $58.71 Unrealized +6.1%
HD HOME DEPOT INC 1.6%
Value ($000) $4,454 Shares 14,592 Est. Cost $99.30 Unrealized +146.2%
CVX CHEVRON CORP 1.6%
Value ($000) $4,386 Shares 41,853 Est. Cost $72.62 Unrealized +9.6%
CMCSA COMCAST CLASS A 1.6%
Value ($000) $4,374 Shares 80,836 Est. Cost $31.71 Unrealized +45.6%
BMY BRISTOL MYERS 1.6%
Value ($000) $4,240 Shares 67,167 Est. Cost $45.17 Unrealized +13.0%
BBY BEST BUY CO INC 1.5%
Value ($000) $4,085 Shares 35,581 Est. Cost $41.78 Unrealized +116.7%
CBRE CBRE GROUP INC CL A 1.5%
Value ($000) $4,057 Shares 51,277 Est. Cost $36.92 Unrealized +91.5%
AMGN AMGEN INC 1.5%
Value ($000) $4,035 Shares 16,216 Est. Cost $148.46 Unrealized +37.9%
BLACKROCK INC 1.4%
Value ($000) $3,936 Shares 5,221 Est. Cost $563.49 Unrealized
COF CAPITAL ONE FINL CORP 1.4%
Value ($000) $3,785 Shares 29,750 Est. Cost $105.41 Unrealized +2.4%
GS GOLDMAN SACHS GROUP INC COM 1.3%
Value ($000) $3,601 Shares 11,013 Est. Cost $166.52 Unrealized +66.3%
ALL ALLSTATE CORP 1.3%
Value ($000) $3,466 Shares 30,165 Est. Cost $87.97 Unrealized +11.1%
MRK MERCK & CO INC 1.3%
Value ($000) $3,449 Shares 44,741 Est. Cost $65.40 Unrealized -3.6%
MO ALTRIA GROUP INC 1.2%
Value ($000) $3,367 Shares 65,818 Est. Cost $23.75 Unrealized +28.0%
EXC EXELON CORP 1.2%
Value ($000) $3,351 Shares 76,613 Est. Cost $21.16 Unrealized +19.3%
QCOM QUALCOMM INC 1.2%
Value ($000) $3,217 Shares 24,261 Est. Cost $125.28 Unrealized +3.5%
PKG PACKAGING CORP OF AMERICA 1.2%
Value ($000) $3,193 Shares 23,742 Est. Cost $107.80 Unrealized +9.1%
PHM PULTE CORP 1.2%
Value ($000) $3,156 Shares 60,182 Est. Cost $20.52 Unrealized +116.8%
TGT TARGET CORP COM 1.2%
Value ($000) $3,152 Shares 15,913 Est. Cost $67.85 Unrealized +140.5%
GOOGL ALPHABET INC CLASS A 1.1%
Value ($000) $3,022 Shares 1,465 Est. Cost $58.16 Unrealized +68.4%
PPL PPL CORP 1.1%
Value ($000) $2,871 Shares 99,543 Est. Cost $21.39 Unrealized +8.4%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $2,849 Shares 44,075 Est. Cost $57.74 Unrealized -7.6%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,808 Shares 31,644 Est. Cost $57.37 Unrealized +16.4%
OKTA OKTA INC CLASS A 1.0%
Value ($000) $2,797 Shares 12,689 Est. Cost $237.69 Unrealized +5.7%
CMI CUMMINS INC 1.0%
Value ($000) $2,690 Shares 10,380 Est. Cost $196.03 Unrealized +13.2%
AKAM AKAMAI TECHNOLOGIES INC 1.0%
Value ($000) $2,598 Shares 25,495 Est. Cost $102.05 Unrealized +1.2%
TSN TYSON FOODS 1.0%
Value ($000) $2,598 Shares 34,962 Est. Cost $62.90 Unrealized -5.4%
MAS MASCO CORP 0.9%
Value ($000) $2,559 Shares 42,728 Est. Cost $50.70 Unrealized +0.9%
USB US BANCORP (NEW) 0.9%
Value ($000) $2,550 Shares 46,098 Est. Cost $33.86 Unrealized +19.1%
CPB CAMPBELL SOUP CO 0.9%
Value ($000) $2,506 Shares 49,845 Est. Cost $41.25 Unrealized -2.0%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $2,388 Shares 33,351 Est. Cost $32.57 Unrealized +75.6%
AVGO BROADCOM INC 0.9%
Value ($000) $2,373 Shares 5,118 Est. Cost $22.80 Unrealized +82.6%
WY WEYERHAUSER CO. 0.9%
Value ($000) $2,351 Shares 66,028 Est. Cost $24.49 Unrealized +13.8%
FCX FREEPORT MCMORAN COPPER GOLD 0.9%
Value ($000) $2,345 Shares 71,221 Est. Cost $30.35 Unrealized 0.0%
CE CELANESE CORP 0.9%
Value ($000) $2,324 Shares 15,513 Est. Cost $95.21 Unrealized +32.6%
AEP AMERICAN ELECTRIC POWER INC. 0.8%
Value ($000) $2,316 Shares 27,345 Est. Cost $56.69 Unrealized +19.0%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $2,253 Shares 6,960 Est. Cost $298.45 Unrealized -6.8%
EBAY EBAY INC COM 0.7%
Value ($000) $1,917 Shares 31,299 Est. Cost $38.43 Unrealized +38.5%
DPZ DOMINO'S PIZZA, INC 0.7%
Value ($000) $1,777 Shares 4,831 Est. Cost $347.92 Unrealized -0.4%
LAM RESEARCH CORPORATION 0.6%
Value ($000) $1,714 Shares 2,880 Est. Cost $289.46 Unrealized
FAF FIRST AMERICAN FINANCIAL 0.6%
Value ($000) $1,699 Shares 29,990 Est. Cost $42.91 Unrealized +7.3%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,596 Shares 30,135 Est. Cost $46.01 Unrealized -10.0%
IBM INTL BUSINESS MACHINES CORP 0.6%
Value ($000) $1,529 Shares 11,471 Est. Cost $97.68 Unrealized +0.4%
AGG ISHARES BARCLAYS AGGREGATE BON 0.5%
Value ($000) $1,446 Shares 12,700 Est. Cost $108.79 Unrealized
KHC KRAFT HEINZ 0.5%
Value ($000) $1,435 Shares 35,871 Est. Cost $23.07 Unrealized +24.1%
MCD MCDONALDS CORP 0.5%
Value ($000) $1,434 Shares 6,398 Est. Cost $181.50 Unrealized +5.4%
RH RH 0.5%
Value ($000) $1,364 Shares 2,286 Est. Cost $132.23 Unrealized +272.8%
UCTT ULTRA CLEAN HOLDINGS INC 0.5%
Value ($000) $1,255 Shares 21,619 Est. Cost $20.50 Unrealized +124.6%
CMC COMMERCIAL METALS CO 0.5%
Value ($000) $1,252 Shares 40,596 Est. Cost $19.17 Unrealized +20.4%
THC TENET HEALTHCARE 0.5%
Value ($000) $1,245 Shares 23,942 Est. Cost $25.99 Unrealized +94.5%
ENSG ENSIGN GROUP INC 0.4%
Value ($000) $1,202 Shares 12,812 Est. Cost $27.28 Unrealized +210.4%
ABG ASBURY AUTOMOTIVE GROUP INC 0.4%
Value ($000) $1,136 Shares 5,781 Est. Cost $75.38 Unrealized +123.6%
BCC BOISE CASCADE CO 0.4%
Value ($000) $1,135 Shares 18,966 Est. Cost $24.48 Unrealized +62.8%
COWEN INC 0.4%
Value ($000) $1,132 Shares 32,192 Est. Cost $14.25 Unrealized
LDOS LEIDOS HLDGS INC COM 0.4%
Value ($000) $1,107 Shares 11,499 Est. Cost $92.72 Unrealized +2.2%
PFSI PENNYMAC FINANCIAL SERVICES IN 0.4%
Value ($000) $1,107 Shares 16,557 Est. Cost $29.83 Unrealized +95.3%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $1,104 Shares 4,620 Est. Cost $212.18 Unrealized -9.4%
EAT BRINKER INTL INC 0.4%
Value ($000) $1,095 Shares 15,409 Est. Cost $49.40 Unrealized +35.3%
PCRX PACIRA BIOSCIENCES INC 0.4%
Value ($000) $1,091 Shares 15,559 Est. Cost $42.16 Unrealized +69.4%
ASGN ASGN INCORPORATED 0.4%
Value ($000) $1,087 Shares 11,389 Est. Cost $73.01 Unrealized +26.5%
MR. COOPER GROUP INC 0.4%
Value ($000) $1,086 Shares 31,233 Est. Cost $22.33 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.4%
Value ($000) $1,085 Shares 23,406 Est. Cost $35.42 Unrealized +20.2%
HORIZON THERAPEUTICS PLC 0.4%
Value ($000) $1,084 Shares 11,779 Est. Cost $25.36 Unrealized
VCYT VERACYTE INC 0.4%
Value ($000) $1,083 Shares 20,156 Est. Cost $14.77 Unrealized +289.9%
INSP INSPIRE MED SYS INC COM 0.4%
Value ($000) $1,070 Shares 5,168 Est. Cost $68.33 Unrealized +211.0%
TPC TUTOR PERINI CORP 0.4%
Value ($000) $1,065 Shares 56,203 Est. Cost $12.27 Unrealized +37.9%
AX AXOS FINANCIAL INC 0.4%
Value ($000) $1,035 Shares 22,026 Est. Cost $31.61 Unrealized +42.5%
INARI MEDICAL INC 0.4%
Value ($000) $1,020 Shares 9,530 Est. Cost $87.30 Unrealized
EME EMCOR GROUP INC 0.4%
Value ($000) $972 Shares 8,664 Est. Cost $70.81 Unrealized +39.2%
JACK JACK IN THE BOX INC 0.4%
Value ($000) $970 Shares 8,837 Est. Cost $61.63 Unrealized +65.0%
MCHB HOMESTREET INC 0.4%
Value ($000) $965 Shares 21,887 Est. Cost $32.14 Unrealized +29.5%
SYKE ENTERPRISES INC 0.4%
Value ($000) $958 Shares 21,736 Est. Cost $44.07 Unrealized
APAM ARTISAN PARTNERS ASSET MANAGEM 0.3%
Value ($000) $954 Shares 18,291 Est. Cost $22.85 Unrealized +45.0%
WK WORKIVA INC 0.3%
Value ($000) $949 Shares 10,749 Est. Cost $34.78 Unrealized +184.6%
TRITON INTERNATIONAL LTD 0.3%
Value ($000) $938 Shares 17,064 Est. Cost $48.53 Unrealized
ACH OWENS & MINOR INC 0.3%
Value ($000) $934 Shares 24,854 Est. Cost $25.71 Unrealized +21.6%
VISTA OUTDOOR INC 0.3%
Value ($000) $934 Shares 29,122 Est. Cost $23.76 Unrealized
FUL H.B. FULLER COMPANY 0.3%
Value ($000) $915 Shares 14,550 Est. Cost $53.42 Unrealized 0.0%
TSLA TESLA INC 0.3%
Value ($000) $909 Shares 1,361 Est. Cost $251.06 Unrealized 0.0%
CUBI CUSTOMERS BANCORP 0.3%
Value ($000) $906 Shares 28,488 Est. Cost $26.31 Unrealized 0.0%
MBUU MALIBU BOATS, INC 0.3%
Value ($000) $903 Shares 11,338 Est. Cost $40.54 Unrealized +90.2%
MEI METHODE ELECTRS INC COM 0.3%
Value ($000) $901 Shares 21,464 Est. Cost $35.62 Unrealized 0.0%
LOW LOWE'S COMPANIES 0.3%
Value ($000) $893 Shares 4,694 Est. Cost $141.24 Unrealized +11.1%
REDFIN CORP 0.3%
Value ($000) $893 Shares 13,414 Est. Cost $49.95 Unrealized
MDC HOLDINGS INC 0.3%
Value ($000) $885 Shares 14,906 Est. Cost $29.14 Unrealized
BHE BENCHMARK ELECTRONICS 0.3%
Value ($000) $874 Shares 28,282 Est. Cost $22.23 Unrealized +15.4%
JBL JABIL CIRCUIT INC 0.3%
Value ($000) $853 Shares 16,345 Est. Cost $25.73 Unrealized +73.9%
HZO MARINEMAX INC 0.3%
Value ($000) $853 Shares 17,275 Est. Cost $47.17 Unrealized 0.0%
MERITOR INC 0.3%
Value ($000) $837 Shares 28,461 Est. Cost $18.36 Unrealized
BGS B&G FOODS INC 0.3%
Value ($000) $819 Shares 26,363 Est. Cost $13.49 Unrealized +48.6%
MED MEDIFAST INC 0.3%
Value ($000) $796 Shares 3,756 Est. Cost $210.66 Unrealized 0.0%
ALLO ALLOGENE THERAPEUTICS INC 0.3%
Value ($000) $793 Shares 22,477 Est. Cost $37.23 Unrealized -9.4%
AOSL ALPHA AND OMEGA SEMICONDUCTOR 0.3%
Value ($000) $786 Shares 24,046 Est. Cost $32.84 Unrealized 0.0%
NTGR NETGEAR INC 0.3%
Value ($000) $784 Shares 19,076 Est. Cost $41.23 Unrealized 0.0%
COHU COHU INC 0.3%
Value ($000) $779 Shares 18,621 Est. Cost $27.28 Unrealized +61.5%
TRUP TRUPANION INC 0.3%
Value ($000) $767 Shares 10,058 Est. Cost $31.28 Unrealized +227.9%
ATLAS AIR WORLDWIDE HOLDINGS I 0.3%
Value ($000) $741 Shares 12,260 Est. Cost $60.75 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $738 Shares 65,977 Est. Cost $10.94 Unrealized -3.5%
HAL HALLIBURTON CO 0.3%
Value ($000) $724 Shares 33,744 Est. Cost $13.17 Unrealized +45.3%
FHI FEDERATED HERMES INC 0.3%
Value ($000) $706 Shares 22,541 Est. Cost $23.76 Unrealized +1.9%
CNX CNX RESOURCES CORP 0.3%
Value ($000) $703 Shares 47,810 Est. Cost $10.08 Unrealized +33.4%
EVERBRIDGE INC 0.3%
Value ($000) $701 Shares 5,782 Est. Cost $64.02 Unrealized
TNDM TANDEM DIABETES CARE INC 0.3%
Value ($000) $690 Shares 7,818 Est. Cost $65.86 Unrealized +41.1%
VIACOMCBS INC 0.3%
Value ($000) $683 Shares 15,152 Est. Cost $37.27 Unrealized
EVTC EVERTEC 0.3%
Value ($000) $683 Shares 18,362 Est. Cost $36.21 Unrealized +1.4%
WHD CACTUS INC 0.2%
Value ($000) $679 Shares 22,183 Est. Cost $21.68 Unrealized +39.7%
SBRA SABRA HEALTH CARE REIT INC 0.2%
Value ($000) $669 Shares 38,551 Est. Cost $16.92 Unrealized
CNXC CONCENTRIX CORP 0.2%
Value ($000) $658 Shares 4,398 Est. Cost $90.48 Unrealized +24.1%
LEXINGTON CP PPTYS TT COM 0.2%
Value ($000) $637 Shares 57,356 Est. Cost $10.45 Unrealized
UTMD UTAH MED PRODS INC COM 0.2%
Value ($000) $635 Shares 7,331 Est. Cost $88.68 Unrealized -0.8%
PDM PIEDMONT OFFICE REALTY TRUST I 0.2%
Value ($000) $615 Shares 35,399 Est. Cost $19.27 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $592 Shares 3,033 Est. Cost $138.25 Unrealized +28.3%
AVNT AVIENT CORP 0.2%
Value ($000) $583 Shares 12,323 Est. Cost $39.54 Unrealized 0.0%
SWX SOUTHWEST GAS CORP COM 0.2%
Value ($000) $555 Shares 8,076 Est. Cost $72.12 Unrealized -12.1%
OTTR OTTER TAIL CORP 0.2%
Value ($000) $543 Shares 11,768 Est. Cost $40.22 Unrealized -6.5%
HPQ HP INC 0.2%
Value ($000) $516 Shares 16,259 Est. Cost $14.36 Unrealized +62.5%
DISH NETWORK CORP-A 0.2%
Value ($000) $493 Shares 13,616 Est. Cost $32.34 Unrealized
EVER EVERQUOTE INC. 0.2%
Value ($000) $446 Shares 12,298 Est. Cost $37.52 Unrealized +13.5%
JCI JOHNSON CONTROLS PLC 0.2%
Value ($000) $439 Shares 7,351 Est. Cost $31.63 Unrealized +58.0%
QRVO QORVO INC 0.1%
Value ($000) $405 Shares 2,217 Est. Cost $147.19 Unrealized +19.3%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $384 Shares 4,360 Est. Cost $31.93 Unrealized +17.6%
C CITIGROUP INC 0.1%
Value ($000) $361 Shares 4,967 Est. Cost $51.01 Unrealized +10.1%
SJM JM SMUCKER 0.1%
Value ($000) $324 Shares 2,564 Est. Cost $94.62 Unrealized +6.2%
AZO AUTOZONE INC. 0.1%
Value ($000) $322 Shares 229 Est. Cost $1158.08 Unrealized +6.9%
MMM 3M CO COM 0.1%
Value ($000) $289 Shares 1,500 Est. Cost $117.52 Unrealized +6.4%
NRG NRG ENERGY INC 0.1%
Value ($000) $287 Shares 7,612 Est. Cost $27.89 Unrealized +24.0%
ORCL ORACLE CORP 0.1%
Value ($000) $277 Shares 3,946 Est. Cost $52.75 Unrealized +14.9%
PH PARKER-HANNIFIN 0.1%
Value ($000) $274 Shares 870 Est. Cost $182.81 Unrealized +48.0%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $266 Shares 4,000 Est. Cost $43.12 Unrealized +25.3%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $252 Shares 1,084 Est. Cost $121.45 Unrealized +65.4%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $243 Shares 1,750 Est. Cost $113.13 Unrealized -2.0%
TNL TRAVEL LEISURE CO 0.1%
Value ($000) $238 Shares 3,890 Est. Cost $45.04 Unrealized 0.0%
ALLY ALLY FINANCIAL INC 0.1%
Value ($000) $235 Shares 5,187 Est. Cost $18.74 Unrealized +89.7%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $234 Shares 6,258 Est. Cost $28.18 Unrealized 0.0%
RF REGIONS FINANCIAL CORPORATION 0.1%
Value ($000) $229 Shares 11,073 Est. Cost $11.76 Unrealized +36.4%
DTE DTE ENERGY 0.1%
Value ($000) $225 Shares 1,687 Est. Cost $88.73 Unrealized +0.6%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $218 Shares 16,321 Est. Cost $10.83 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORPORAT 0.1%
Value ($000) $215 Shares 2,779 Est. Cost $65.24 Unrealized 0.0%
CTSH COGNIZANT TECH SOLUTIONS 0.1%
Value ($000) $208 Shares 2,661 Est. Cost $70.34 Unrealized +1.8%