AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+8.71%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$214M
AUM Growth
+$214M
(+7.2%)
Cap. Flow
-$1.76M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
41.56%
Holding
200
New
4
Increased
15
Reduced
31
Closed
1
Top Buys
| 1 |
Abbott
ABT
|
$192K |
| 2 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$106K |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
$97.5K |
| 4 |
Brookfield
BN
|
$70.4K |
| 5 |
SLM Corp
SLM
|
$57.7K |
Top Sells
| 1 |
Honeywell
HON
|
$406K |
| 2 |
GE Aerospace
GE
|
$400K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$177K |
| 4 |
Automatic Data Processing
ADP
|
$173K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$143K |
Sector Composition
| 1 | Financials | 18.32% |
| 2 | Consumer Staples | 16.74% |
| 3 | Healthcare | 11.01% |
| 4 | Industrials | 10.87% |
| 5 | Energy | 9% |
