First Affirmative Financial Network
RIA/Wealth
First Affirmative Financial Network is a RIA/Wealth based in Colorado Springs, CO led by George Richard Gay, reporting $956.1M in AUM as of Q3 2025 with SHE as the largest holding (6% allocation).
CEOGeorge Richard Gay
- Portfolio Value
- $210.1M
- Positions
- 293
- Top Holding
- SHE at 5.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in First Affirmative Financial Network's portfolio (32% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.9M | 5.66% | +$11.9M New | — 93.2K shares | |
ETF ETF | $9.0M | 4.29% | +$2.3M Bought | — 307.1K shares | |
Semiconductors Technology | $8.2M | 3.91% | +$18.5K Bought | 0.00% 44.0K shares | |
Consumer Electronics Technology | $7.3M | 3.50% | +$221.5K Bought | 0.00% 28.9K shares | |
Software - Infrastructure Technology | $6.8M | 3.22% | +$101.5K Bought | 0.00% 13.0K shares | |
ETF ETF | $6.7M | 3.18% | -$3.3M Sold | — 111.2K shares | |
ETF ETF | $5.4M | 2.56% | -$28.2K Sold | — 42.6K shares | |
Internet Content & Information Communication Services | $4.4M | 2.08% | -$114.3K Sold | 0.00% 17.9K shares | |
ETF ETF | $4.3M | 2.06% | -$4.0M Sold | — 213.2K shares | |
Semiconductors Technology | $3.2M | 1.53% | +$93.6K Bought | — 11.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in First Affirmative Financial Network's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for First Affirmative Financial Network
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