AFIA

America First Investment Advisors Portfolio holdings

AUM $536M
1-Year Est. Return 12.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$632K
3
+$221K
4
ZONE
CleanCore Solutions
ZONE
+$206K
5
PFE icon
Pfizer
PFE
+$202K

Top Sells

1
+$1.29M
2
+$904K
3
+$783K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K
5
AMZN icon
Amazon
AMZN
+$438K

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
$1.12M 0.21%
16,848
27
$949K 0.18%
103,225
28
$895K 0.17%
6,580
29
$798K 0.15%
2,529
30
$690K 0.13%
4,492
31
$654K 0.12%
1,918
32
$631K 0.12%
948
+2
33
$602K 0.11%
3,217
34
$558K 0.1%
3,335
35
$528K 0.1%
3,398
36
$459K 0.09%
1,631
37
$413K 0.08%
929
+43
38
$396K 0.07%
2,819
39
$389K 0.07%
648
40
$378K 0.07%
1,992
-31
41
$330K 0.06%
450
+20
42
$230K 0.04%
301
43
$116K 0.02%
+57,471
44
$71.8K 0.01%
10,000
-12,660
1
2