AFIA
America First Investment Advisors Portfolio holdings
AUM
$538M
1-Year Est. Return
32.97%
1 Year Est. Return
+32.97%
AUM
$538M
AUM Growth
+$36.9M
(+7.4%)
Holding
44
Top Buys
| 1 | +$1.41M | |
| 2 | +$656K | |
| 3 | +$218K | |
| 4 |
Pfizer
PFE
|
+$208K |
| 5 |
ZONE
CleanCore Solutions
ZONE
|
+$116K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$933K | |
| 3 | +$909K | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$754K |
| 5 |
W.R. Berkley
WRB
|
+$453K |
Sector Composition
| 1 | Financials | 33.13% |
| 2 | Healthcare | 18.89% |
| 3 | Materials | 12.27% |
| 4 | Energy | 8.7% |
| 5 | Communication Services | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$303B
| $1.12M | 0.21% |
16,848
|
|
||
|
MFA
27
MFA Financial
MFA
$973M
| $949K | 0.18% |
103,225
|
|
||
28
Phillips 66
PSX
$56.2B
| $895K | 0.17% |
6,580
|
|
||
29
JPMorgan Chase
JPM
$861B
| $798K | 0.15% |
2,529
|
|
||
30
Procter & Gamble
PG
$340B
| $690K | 0.13% |
4,492
|
|
||
31
General Dynamics
GD
$92.3B
| $654K | 0.12% |
1,918
|
|
||
32
SPDR S&P 500 ETF Trust
SPY
$701B
| $631K | 0.12% |
948
+2
|
|
||
33
Hershey
HSY
$37B
| $602K | 0.11% |
3,217
|
|
||
34
Micron Technology
MU
$254B
| $558K | 0.1% |
3,335
|
|
||
35
Chevron
CVX
$304B
| $528K | 0.1% |
3,398
|
|
||
36
Oracle
ORCL
$611B
| $459K | 0.09% |
1,631
|
|
||
37
Tesla
TSLA
$1.51T
| $413K | 0.08% |
929
+43
|
|
||
38
PepsiCo
PEP
$201B
| $396K | 0.07% |
2,819
|
|
||
39
Invesco QQQ Trust
QQQ
$407B
| $389K | 0.07% |
648
|
|
||
40
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
| $378K | 0.07% |
1,992
-31
|
|
||
41
Meta Platforms (Facebook)
META
$1.67T
| $330K | 0.06% |
450
+20
|
|
||
42
Eli Lilly
LLY
$908B
| $230K | 0.04% |
301
|
|
||
|
ZONE
43
CleanCore Solutions
ZONE
$2.51M
| $116K | 0.02% |
+57,471
|
|
||
|
NGD
44
New Gold Inc
NGD
$6.17B
| $71.8K | 0.01% |
10,000
-12,660
|
|