First Affirmative Financial Network Portfolio Holdings
First Affirmative Financial Network
- $142 Million
- Q2 2024
First Affirmative Financial Network has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Million distributed in 261 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $9.07M, Spdr Portfolio Short Term Trea with a value of $5.88M, Nvidia Corp with a value of $5.56M, Apple Inc. with a value of $4.81M, and Ishares Msci Kld 400 Social Et with a value of $4.23M.
Examining the 13F form we can see an increase of $8.15M in the current position value, from $134M to 142M.
Below you can find more details about First Affirmative Financial Network portfolio as well as his latest detailed transactions.
Portfolio value
$142 Million
Technology: $36.9 Million
ETFs: $33 Million
Financial Services: $15.5 Million
Healthcare: $14.2 Million
Communication Services: $11 Million
Industrials: $9.79 Million
Consumer Cyclical: $8.51 Million
Consumer Defensive: $5.55 Million
Other: $7.01 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 261
- Current Value $142 Million
- Prior Value $134 Million
- Filing
- Period Q2 2024
- Filing Date July 10, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 21 stocks
- Additional Purchases 159 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks