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
$307M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$2.11M
3
+$1M
4
L icon
Loews
L
+$735K
5
BN icon
Brookfield
BN
+$684K

Top Sells

1
+$363K
2
+$182K
3
+$128K
4
ABT icon
Abbott
ABT
+$51.7K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$17.2K

Sector Composition

1 Financials 23.62%
2 Consumer Staples 14.34%
3 Industrials 10.39%
4 Energy 10.3%
5 Materials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$75K 0.02%
900
52
$75K 0.02%
2,000
53
$67K 0.02%
1,066
54
$66K 0.02%
1,550
55
$65K 0.02%
2,667
56
$61K 0.02%
431
+1
57
$59K 0.02%
695
58
$53K 0.02%
2,000
59
$50K 0.02%
128
60
$47K 0.02%
1,150
61
$45K 0.01%
648
62
$44K 0.01%
1,000
63
$42K 0.01%
500
64
$42K 0.01%
314
65
$39K 0.01%
110
66
$34K 0.01%
678
67
$29K 0.01%
804
68
$27K 0.01%
360
69
$24K 0.01%
350
70
$21K 0.01%
127
71
$20K 0.01%
470
72
$19K 0.01%
9,000
73
$19K 0.01%
150
74
$18K 0.01%
150
75
$13K ﹤0.01%
240
1 2
3
4 5