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
$339M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.03M
5
MA icon
Mastercard
MA
+$1.48M

Top Sells

1
+$3.55M
2
+$2.53M
3
+$2.46M
4
ADP icon
Automatic Data Processing
ADP
+$1.19M
5
PFE icon
Pfizer
PFE
+$481K

Sector Composition

1 Financials 28.6%
2 Healthcare 16.63%
3 Energy 10.93%
4 Materials 10.84%
5 Technology 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$867K 0.26%
6,674
27
$770K 0.23%
3,327
28
$749K 0.22%
7,198
+118
29
$681K 0.2%
4,492
30
$606K 0.18%
3,378
31
$509K 0.15%
2,819
32
$473K 0.14%
1,972
-81
33
$415K 0.12%
3,899
+21
34
$412K 0.12%
1,662
35
$360K 0.11%
941
-67
36
$282K 0.08%
2,100
37
$280K 0.08%
1,983
-823
38
$205K 0.06%
20,838
39
$167K 0.05%
3,335
40
$147K 0.04%
1,249
+249
41
$137K 0.04%
1,110
42
$127K 0.04%
+1,149
43
$113K 0.03%
827
44
$108K 0.03%
1,243
45
$94K 0.03%
1,153
46
$83K 0.02%
1,000
47
$79K 0.02%
1,200
48
$77K 0.02%
1,490
49
$77K 0.02%
1,150
50
$60K 0.02%
290
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