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
$383M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.73M
3
+$765K
4
BN icon
Brookfield
BN
+$626K
5
JNJ icon
Johnson & Johnson
JNJ
+$612K

Top Sells

1
+$6.61M
2
+$1.03M
3
+$647K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$230K
5
AMZN icon
Amazon
AMZN
+$202K

Sector Composition

1 Financials 34.26%
2 Healthcare 13.12%
3 Technology 12.95%
4 Materials 9.17%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$943K 0.25%
7,080
27
$667K 0.17%
3,575
28
$658K 0.17%
4,492
29
$559K 0.15%
3,748
30
$524K 0.14%
1,102
+4
31
$498K 0.13%
1,918
32
$491K 0.13%
4,564
33
$479K 0.13%
2,819
34
$430K 0.11%
2,529
35
$367K 0.1%
2,323
+145
36
$366K 0.1%
32,501
-91,355
37
$285K 0.07%
3,335
38
$276K 0.07%
1,110
39
$265K 0.07%
648
40
$175K 0.05%
301
41
$172K 0.05%
1,631
42
$156K 0.04%
440
43
$125K 0.03%
1,149
44
$116K 0.03%
1,000
45
$90.4K 0.02%
1,001
46
$88.7K 0.02%
4,233
47
$84.3K 0.02%
1,200
48
$83.3K 0.02%
1,150
49
$81.7K 0.02%
1,490
50
$62.3K 0.02%
128
1
2
3 4