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
$236M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.09M
3
+$1.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.35M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$800K

Top Sells

1
+$9.13M
2
+$1.19M
3
+$963K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$226K
5
XOM icon
Exxon Mobil
XOM
+$192K

Sector Composition

1 Financials 20.25%
2 Consumer Staples 16.54%
3 Industrials 15.88%
4 Technology 8.37%
5 Energy 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$148K 0.06%
4,065
52
$144K 0.06%
3,300
53
$141K 0.06%
2,000
54
$133K 0.06%
114
55
$129K 0.05%
8,057
56
$124K 0.05%
2,672
-212
57
$104K 0.04%
1,965
58
$94K 0.04%
1,000
59
$88K 0.04%
1,598
60
$86K 0.04%
910
61
$81K 0.03%
856
62
$80K 0.03%
1,610
63
$78K 0.03%
2,000
64
$73K 0.03%
902
-37
65
$62K 0.03%
2,000
66
$62K 0.03%
2,125
67
$55K 0.02%
400
68
$55K 0.02%
53
69
$51K 0.02%
582
70
$51K 0.02%
1,405
71
$49K 0.02%
359
72
$48K 0.02%
732
-100
73
$46K 0.02%
500
74
$45K 0.02%
2,097
75
$43K 0.02%
777
1 2
3
4 5