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
$239M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$673K
2
+$431K
3
+$420K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$197K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$177K

Top Sells

1
+$245K
2
+$156K
3
+$155K
4
SE
Spectra Energy Corp Wi
SE
+$110K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$107K

Sector Composition

1 Consumer Staples 19.27%
2 Financials 18.32%
3 Industrials 13.58%
4 Energy 9.24%
5 Materials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$102K 0.04%
1,151
52
$93K 0.04%
1,428
53
$91K 0.04%
856
54
$84K 0.04%
1,000
55
$76K 0.03%
1,610
56
$70K 0.03%
1,487
-111
57
$68K 0.03%
900
58
$64K 0.03%
1,405
59
$56K 0.02%
400
60
$46K 0.02%
2,000
61
$45K 0.02%
421
+1
62
$44K 0.02%
777
63
$44K 0.02%
996
64
$40K 0.02%
1,000
65
$36K 0.02%
358
66
$30K 0.01%
533
-631
67
$28K 0.01%
413
68
$28K 0.01%
440
69
$25K 0.01%
804
70
$25K 0.01%
360
71
$23K 0.01%
157
72
$23K 0.01%
350
73
$21K 0.01%
470
74
$21K 0.01%
550
75
$19K 0.01%
125
1 2
3
4 5