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
51
$138K 0.07%
+1,656
52
$126K 0.07%
+114
53
$115K 0.06%
+3,300
54
$111K 0.06%
+1,356
55
$108K 0.06%
+3,114
56
$99K 0.05%
+1,000
57
$97K 0.05%
+53
58
$96K 0.05%
+2,000
59
$95K 0.05%
+8,057
60
$89K 0.05%
+3,080
61
$81K 0.04%
+3,000
62
$74K 0.04%
+865
63
$69K 0.04%
+848
64
$67K 0.04%
+1,839
65
$66K 0.03%
+1,598
66
$61K 0.03%
+1,509
67
$59K 0.03%
+1,428
68
$58K 0.03%
+804
69
$53K 0.03%
+1,058
70
$50K 0.03%
+1,000
71
$50K 0.03%
+2,000
72
$49K 0.03%
+5,000
73
$49K 0.03%
+800
74
$49K 0.03%
+2,000
75
$48K 0.03%
+558
1 2
3
4 5