AFFINITY WEALTH Overview

Affinity Wealth Management is an investment advisor that manages 326 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 154MM in positions, representing 47% of the manager's regulatory AUM.

AFFINITY WEALTH StockAlpha

-4.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AFFINITY WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLV 11.85% ETF -5.03% -0.89% 0 8%
NOBL 11.25% ETF -0.64% -0.33% 1 1%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

AFFINITY WEALTH Founders and Key Employees

Name Title In Position Since
Donald J. Kalil President And Ceo May-2007
Victoria M. Alexitch Chief Operating Officer And Chief Compliance Officer August-2005
James E. Hall Vice-President July-2011
Brendan J. Mcpoyle Shareholder September-2012

AFFINITY WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

AFFINITY WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We measure the value added of an ETF or Mutual Fund by looking at economic and financial factors (including the overall economy, industry conditions, and management of the mutual fund itself) to determine if the investment meets our criteria. Factors such as performance compared to peers, performance compared to the standard index, performance compared to the S&P 500, managerial experience and cost to the overall portfolio. Affinity Wealth Management gathers and utilizes research information from a variety of sources including: Morningstar Advisor Work Station, Wright Investor Services, Schwab and TD Ameritrade, Internet,
local University Libraries.




11
Affinity Wealth Management's Investment Committee meets on a monthly ...
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AFFINITY WEALTH Portfolio Concentration

AFFINITY WEALTH Location

1702 LOVERING AVENUE
WILMINGTON, Delaware
UNITED STATES, 19806

AFFINITY WEALTH Contact Information

Phone Number: 302-652-6767
Fax Number: 302-295-9954
Website:

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