AFIA

America First Investment Advisors Portfolio holdings

AUM $501M
1-Year Est. Return 36.52%
This Quarter Est. Return
1 Year Est. Return
+36.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$8.1M
3
+$8.01M
4
CVX icon
Chevron
CVX
+$7.9M
5
BDX icon
Becton Dickinson
BDX
+$7.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.77%
2 Consumer Staples 16.62%
3 Industrials 13.57%
4 Healthcare 10%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.13%
+19,143
27
$2.09M 1.11%
+309,103
28
$1.84M 0.98%
+21,866
29
$1.31M 0.69%
+36,135
30
$943K 0.5%
+15,580
31
$829K 0.44%
+10,764
32
$724K 0.38%
+21,425
33
$723K 0.38%
+6,457
34
$471K 0.25%
+5,217
35
$463K 0.25%
+7,853
36
$461K 0.24%
+4,302
37
$450K 0.24%
+5,245
38
$445K 0.24%
+16,644
39
$327K 0.17%
+23,072
40
$304K 0.16%
+3,946
41
$283K 0.15%
+3,174
42
$253K 0.13%
+11,997
43
$209K 0.11%
+6,113
44
$206K 0.11%
+8,500
45
$199K 0.11%
+5,600
46
$194K 0.1%
+5,600
47
$172K 0.09%
+4,992
48
$168K 0.09%
+3,338
49
$166K 0.09%
+1,938
50
$145K 0.08%
+5,998
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