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
$222M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$240K
3
+$196K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$133K
5
EXPD icon
Expeditors International
EXPD
+$86.6K

Top Sells

1
+$118K
2
+$108K
3
+$82K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$79.9K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$76.5K

Sector Composition

1 Financials 18.75%
2 Consumer Staples 16.7%
3 Healthcare 11.35%
4 Industrials 11.27%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$131K 0.06%
114
52
$128K 0.06%
3,300
53
$123K 0.06%
2,000
54
$116K 0.05%
8,057
55
$106K 0.05%
1,610
56
$95K 0.04%
1,000
57
$87K 0.04%
939
58
$84K 0.04%
1,965
59
$83K 0.04%
1,598
60
$81K 0.04%
910
61
$81K 0.04%
865
-645
62
$80K 0.04%
856
63
$76K 0.03%
800
64
$69K 0.03%
2,000
65
$66K 0.03%
53
66
$62K 0.03%
2,125
67
$56K 0.03%
1,000
68
$53K 0.02%
832
69
$51K 0.02%
5,000
70
$51K 0.02%
400
71
$50K 0.02%
500
72
$50K 0.02%
2,000
73
$49K 0.02%
250
74
$48K 0.02%
582
75
$48K 0.02%
1,405
1 2
3
4 5