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
$372M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$455K
3
+$272K
4
AMZN icon
Amazon
AMZN
+$194K
5
USB icon
US Bancorp
USB
+$171K

Top Sells

1
+$125K
2
+$79.1K
3
+$64.9K
4
SCHW icon
Charles Schwab
SCHW
+$19K
5
MMM icon
3M
MMM
+$11.1K

Sector Composition

1 Financials 28.58%
2 Technology 14.11%
3 Healthcare 13.7%
4 Materials 10.15%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$895K 0.24%
2,628
27
$893K 0.24%
3,575
28
$682K 0.18%
4,492
29
$675K 0.18%
7,080
30
$590K 0.16%
3,748
31
$522K 0.14%
2,819
32
$486K 0.13%
1,095
+2
33
$441K 0.12%
4,099
-87
34
$413K 0.11%
1,918
35
$368K 0.1%
2,529
36
$365K 0.1%
32,501
+11,663
37
$325K 0.09%
2,172
+34
38
$291K 0.08%
1,110
39
$239K 0.06%
648
40
$210K 0.06%
3,335
41
$194K 0.05%
1,631
42
$141K 0.04%
301
43
$133K 0.04%
1,149
44
$109K 0.03%
827
45
$104K 0.03%
1,000
46
$89.4K 0.02%
1,001
47
$83.9K 0.02%
1,150
48
$81.2K 0.02%
4,233
49
$74.5K 0.02%
1,490
50
$74.1K 0.02%
1,200
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