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
$226M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$532K
3
+$373K
4
FNV icon
Franco-Nevada
FNV
+$336K
5
ABT icon
Abbott
ABT
+$256K

Top Sells

1
+$10.4M
2
+$5.52M
3
+$963K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$52.3K

Sector Composition

1 Financials 19.08%
2 Consumer Staples 18.96%
3 Industrials 13.5%
4 Energy 9.02%
5 Materials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$90K 0.04%
1,151
52
$88K 0.04%
856
53
$86K 0.04%
1,428
54
$77K 0.03%
2,594
+2,258
55
$77K 0.03%
1,598
56
$63K 0.03%
1,164
+179
57
$62K 0.03%
900
-2
58
$61K 0.03%
+418
59
$57K 0.03%
+2,000
60
$56K 0.02%
1,405
61
$54K 0.02%
2,000
62
$53K 0.02%
400
63
$48K 0.02%
1,610
64
$46K 0.02%
777
65
$44K 0.02%
420
+2
66
$44K 0.02%
1,000
67
$39K 0.02%
996
68
$35K 0.02%
358
69
$34K 0.02%
440
70
$31K 0.01%
1,000
71
$30K 0.01%
804
72
$26K 0.01%
413
73
$24K 0.01%
470
74
$23K 0.01%
350
75
$22K 0.01%
157
-191
1 2
3
4 5