AFAM CAPITAL, INC.

data from 30/09/2018

Capitalization

$ 718.300 M 4.42 %

Average holding period

14 ans

Performance

$ 538.074 M 66 165.30 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AFAM CAPITAL, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/09/30 AAPL Apple 2.58% 18.500 M $ 81954 2011/03/31 3.582 M $ 22.78 %
2018/09/30 AET Aetna 2.12% 15.243 M $ 75142 2013/03/31 1.517 M $ 10.95 %
2018/09/30 MSFT Microsoft 2.10% 15.059 M $ 131670 2011/03/31 2.251 M $ 17.24 %
2018/09/30 CSCO Cisco Systems 1.95% 14.031 M $ 288405 2011/03/31 1.669 M $ 13.57 %
2018/09/30 JPM JP Morgan Chase 1.78% 12.792 M $ 113361 2011/03/31 1.053 M $ 8.92 %
2018/09/30 GLW Corning 1.74% 12.517 M $ 354602 2011/03/31 2.827 M $ 28.25 %
2018/09/30 DIS Walt Disney 1.70% 12.229 M $ 104576 2011/03/31 1.177 M $ 10.91 %
2018/09/30 NSC Norfolk Southern 1.64% 11.796 M $ 65353 2011/03/31 2.228 M $ 22.26 %
2018/09/30 AMGN Amgen Inc 1.64% 11.781 M $ 56831 2014/06/30 1.255 M $ 12.09 %
2018/09/30 INTC Intel 1.54% 11.053 M $ 233725 2011/03/31 -787.873 K $ -6.56 %
2018/09/30 RCL Royal Caribbean Cruises 1.47% 10.558 M $ 81255 2012/03/31 2.089 M $ 25.13 %
2018/09/30 ABT Abbott Laboratories 1.37% 9.871 M $ 134553 2013/03/31 1.758 M $ 21.53 %
2018/09/30 CE Celanese Corp 1.34% 9.597 M $ 84186 2011/03/31 250.605 K $ 2.73 %
2018/09/30 ETN Eaton Corp PLC 1.33% 9.576 M $ 110411 2012/12/31 1.394 M $ 17.01 %
2018/09/30 DE Deere & Co. 1.24% 8.939 M $ 59464 2013/03/31 649.697 K $ 7.91 %
2018/09/30 CMCSA Comcast Corp CL A 1.23% 8.846 M $ 249810 2011/03/31 660.790 K $ 8.26 %
2018/09/30 CAT Caterpillar 1.23% 8.839 M $ 57967 2011/03/31 946.371 K $ 12.24 %
2018/09/30 ADM Archer-Daniels-Midland 1.21% 8.707 M $ 173205 2011/03/31 736.433 K $ 9.34 %
2018/09/30 TPR Tapestry Inc 1.20% 8.622 M $ 171506 2017/09/30 617.227 K $ 7.77 %
2018/09/30 PRU Prudential 1.20% 8.602 M $ 84899 2011/03/31 678.111 K $ 8.62 %
2018/09/30 JNJ Johnson & Johnson 1.16% 8.305 M $ 60111 2014/03/31 1.089 M $ 15.12 %
2018/09/30 MDC MDC Holdings 1.13% 8.137 M $ 275070 2011/03/31 -434.329 K $ -5.23 %
2018/09/30 ORCL Oracle 1.12% 8.022 M $ 155585 2013/09/30 1.183 M $ 17.57 %
2018/09/30 BAC Bank of America 1.10% 7.879 M $ 267436 2016/03/31 386.594 K $ 5.18 %
2018/09/30 DLR Digital Realty Trust 1.07% 7.705 M $ 68500 2016/12/31 -18.945 K $ -0.25 %
2018/09/30 MAN Manpower Inc 1.07% 7.699 M $ 89568 2011/12/31 -56.814 K $ -0.77 %
2018/09/30 FDX FedEx Corp 1.06% 7.585 M $ 31500 2016/03/31 395.636 K $ 5.67 %
2018/09/30 WMT Walmart Inc 1.04% 7.453 M $ 79359 2013/03/31 688.229 K $ 10.23 %
2018/09/30 IBM Int'l Business Machines 1.04% 7.439 M $ 49197 2011/03/31 646.196 K $ 9.51 %
2018/09/30 PNC PNC Financial 1.03% 7.391 M $ 54269 2012/12/31 48.091 K $ 0.66 %
2018/09/30 GOOG Alphabet Class C 1.02% 7.349 M $ 6158 2017/06/30 482.391 K $ 7.15 %
2018/09/30 COF Capital One Financial 1.00% 7.160 M $ 75419 2013/06/30 226.828 K $ 3.32 %
2018/09/30 KSS Kohl's 0.98% 7.015 M $ 94103 2012/12/31 293.712 K $ 4.32 %
2018/09/30 QCOM Qualcomm 0.93% 6.704 M $ 93077 2014/12/31 1.508 M $ 29.37 %
2018/09/30 STX Seagate Technology 0.93% 6.686 M $ 141210 2011/03/31 -1.293 M $ -16.81 %
2018/09/30 ONB Old National Bancorp 0.92% 6.623 M $ 343143 2014/06/30 177.859 K $ 2.85 %
2018/09/30 LOW Lowe's Companies 0.90% 6.475 M $ 56389 2017/09/30 1.024 M $ 19.36 %
2018/09/30 DAL Delta Air Lines 0.89% 6.425 M $ 111109 2016/06/30 776.663 K $ 14.25 %
2018/09/30 ZBH Zimmer Biomet Holdings 0.88% 6.345 M $ 48260 2017/03/31 891.662 K $ 17.14 %
2018/09/30 BK Bank of NY Mellon Corp 0.88% 6.343 M $ 124395 2011/03/31 -251.762 K $ -3.76 %
2018/09/30 CMI Cummins Inc 0.88% 6.311 M $ 43207 2015/12/31 600.004 K $ 11.27 %
2018/09/30 BIIB Biogen Idec 0.87% 6.281 M $ 17777 2015/12/31 1.088 M $ 21.47 %
2018/09/30 FITB Fifth Third Bancorp 0.87% 6.258 M $ 224145 2015/12/31 -196.369 K $ -3.14 %
2018/09/30 TGT Target 0.85% 6.104 M $ 69203 2013/12/31 857.929 K $ 16.22 %
2018/09/30 WHR Whirpool 0.85% 6.082 M $ 51220 2011/03/31 -1.408 M $ -18.90 %
2018/09/30 KMB Kimberly Clark 0.84% 6.016 M $ 52936 2013/09/30 431.287 K $ 7.84 %
2018/09/30 XOM Exxon Mobil 0.83% 5.975 M $ 70280 2011/03/31 196.916 K $ 3.72 %
2018/09/30 HFC HollyFrontier Corp 0.83% 5.969 M $ 85398 2013/09/30 95.014 K $ 1.65 %
2018/09/30 NOV National Oilwell 0.83% 5.946 M $ 138025 2015/09/30 79.544 K $ 1.34 %
2018/09/30 GM General Motors 0.81% 5.834 M $ 173276 2015/09/30 -876.205 K $ -13.20 %
2018/09/30 SHPG Shire Pharmaceuticals 0.80% 5.776 M $ 31862 2016/06/30 295.381 K $ 5.56 %
2018/09/30 GT Goodyear Tire 0.80% 5.760 M $ 246261 2015/03/31 65.060 K $ 1.20 %
2018/09/30 LRCX Lam Research 0.80% 5.748 M $ 37889 2018/06/30 -763.128 K $ -13.13 %
2018/09/30 BB&T Corporation 0.80% 5.716 M $ 117757 2011/03/31 -219.499 K $ -3.77 %
2018/09/30 AXS Axis Capital 0.76% 5.427 M $ 94036 2014/09/30 158.415 K $ 3.02 %
2018/09/30 GILD Gilead Sciences 0.74% 5.339 M $ 69146 2015/03/31 484.167 K $ 10.05 %
2018/09/30 WFC Wells Fargo & Co. 0.74% 5.302 M $ 100872 2011/03/31 -316.645 K $ -5.75 %
2018/09/30 MU Micron Technology 0.72% 5.201 M $ 114983 2018/09/30 0.000 $ 0.00 %
2018/09/30 MET Metlife 0.72% 5.160 M $ 110437 2012/09/30 346.525 K $ 7.27 %
2018/09/30 ING ING Groep NV 0.71% 5.116 M $ 394429 2016/06/30 -532.754 K $ -9.92 %
2018/09/30 GS Goldman Sachs Group 0.70% 5.029 M $ 22425 2011/03/31 102.725 K $ 2.16 %
2018/09/30 MRVL Marvell Tech 0.70% 4.998 M $ 258984 2012/09/30 -549.815 K $ -10.12 %
2018/09/30 NLOK Symantec 0.69% 4.973 M $ 233712 2014/03/31 0.000 $ 0.00 %
2018/09/30 MOS Mosaic 0.69% 4.929 M $ 151765 2013/09/30 715.287 K $ 17.18 %
2018/09/30 JNPR Juniper Networks 0.69% 4.927 M $ 164381 2017/09/30 399.890 K $ 9.12 %
2018/09/30 C Citigroup Inc 0.68% 4.914 M $ 68491 2018/06/30 329.302 K $ 7.49 %
2018/09/30 WRK Westrock Company 0.66% 4.728 M $ 88471 2018/09/30 0.000 $ 0.00 %
2018/09/30 TSN Tyson Foods 0.65% 4.682 M $ 78644 2011/03/31 -769.169 K $ -14.52 %
2018/09/30 VZ Verizon Communications 0.65% 4.649 M $ 87071 2017/06/30 297.391 K $ 7.02 %
2018/09/30 TTE Total SA 0.63% 4.536 M $ 70446 2011/03/31 335.963 K $ 8.06 %
2018/09/30 FLOT iShares Floating Rate Note 0.63% 4.494 M $ 88077 2018/03/31 -6.006 K $ -0.14 %
2018/09/30 SNY Sanofi 0.62% 4.432 M $ 99218 2014/03/31 483.840 K $ 12.47 %
2018/09/30 FLR Fluor 0.61% 4.386 M $ 75492 2014/09/30 716.518 K $ 20.15 %
2018/09/30 TRN Trinity Industries 0.60% 4.274 M $ 116651 2014/12/31 296.448 K $ 7.38 %
2018/09/30 BHE Benchmark Electronics 0.59% 4.268 M $ 182398 2011/03/31 -984.820 K $ -18.73 %
2018/09/30 CM Canadian Imperial Bank of Commerce (CIBC) 0.59% 4.247 M $ 45295 2013/12/31 354.936 K $ 9.20 %
2018/09/30 SHV iShares Short Treasury Bond ETF 0.58% 4.185 M $ 37897 2018/06/30 -5.336 K $ -0.15 %
2018/09/30 NTTYY Nippon Telegraph and Telephone 0.58% 4.171 M $ 92325 2011/03/31 12.608 K $ 0.31 %
2018/09/30 REG Regency Centers 0.57% 4.108 M $ 63515 2017/06/30 149.721 K $ 3.88 %
2018/09/30 PFE Pfizer 0.56% 4.028 M $ 91402 2013/06/30 733.092 K $ 22.02 %
2018/09/30 CVS CVS Health 0.49% 3.540 M $ 44964 2016/06/30 671.766 K $ 23.55 %
2018/09/30 HAL Halliburton Co. 0.47% 3.381 M $ 83411 2013/06/30 -337.281 K $ -8.90 %
2018/09/30 SHY iShares Barclays 1-3 Year Treasury Bond 0.47% 3.347 M $ 40278 2018/03/31 -18.226 K $ -0.53 %
2018/09/30 MRK Merck & Co. 0.46% 3.330 M $ 46945 2015/12/31 494.578 K $ 17.84 %
2018/09/30 COHU Cohu 0.46% 3.321 M $ 132324 2018/03/31 84.449 K $ 2.82 %
2018/09/30 Royal Dutch Shell PLC Class A 0.46% 3.289 M $ 48269 2012/09/30 -51.609 K $ -1.56 %
2018/09/30 SJNK SPDR Barclays Short Term High Yield Bond 0.45% 3.257 M $ 118058 2018/03/31 23.919 K $ 0.84 %
2018/09/30 JBL Jabil Inc. 0.45% 3.244 M $ 119800 2014/03/31 -92.565 K $ -2.93 %
2018/09/30 TPC Tutor Perini Corp 0.45% 3.221 M $ 171342 2011/03/31 65.771 K $ 2.01 %
2018/09/30 Ship Finance Int'l 0.42% 3.050 M $ 219405 2011/03/31 -233.827 K $ -7.02 %
2018/09/30 WSM Williams Sonoma 0.42% 3.005 M $ 45729 2016/12/31 165.732 K $ 5.93 %
2018/09/30 DSW Inc 0.40% 2.885 M $ 85164 2015/12/31 785.076 K $ 31.22 %
2018/09/30 KIM Kimco Realty Corp 0.39% 2.826 M $ 168833 2017/06/30 -112.580 K $ -3.94 %
2018/09/30 MCK McKesson 0.39% 2.801 M $ 21116 2016/03/31 -24.068 K $ -0.81 %
2018/09/30 NTR Nutrien Ltd 0.36% 2.584 M $ 44775 2018/03/31 180.197 K $ 7.37 %
2018/09/30 ARII American Railcar 0.36% 2.561 M $ 55553 2015/06/30 355.420 K $ 16.62 %
2018/09/30 DOC Physicians Realty Trust 0.35% 2.529 M $ 149975 2017/06/30 -4.499 K $ -0.19 %
2018/09/30 MDT Medtronic PLC 0.34% 2.477 M $ 25181 2014/12/31 348.471 K $ 16.22 %
2018/09/30 WBA Walgreens Boots Alliance 0.33% 2.388 M $ 32754 2017/06/30 405.730 K $ 20.73 %
2018/09/30 AVX AVX Corp 0.32% 2.326 M $ 128891 2013/09/30 284.439 K $ 13.91 %