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
$329M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$164K
3
+$30.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$26.1K
5
TSLA icon
Tesla
TSLA
+$17K

Top Sells

1
+$2.23M
2
+$634K
3
+$601K
4
ADP icon
Automatic Data Processing
ADP
+$500K
5
ABT icon
Abbott
ABT
+$409K

Sector Composition

1 Financials 23.72%
2 Consumer Staples 15.04%
3 Industrials 10.07%
4 Materials 10.04%
5 Energy 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76K 0.02%
1,550
52
$73K 0.02%
400
53
$72K 0.02%
985
-145
54
$68K 0.02%
695
55
$66K 0.02%
437
+1
56
$62K 0.02%
1,150
57
$62K 0.02%
2,000
58
$58K 0.02%
2,000
59
$57K 0.02%
648
60
$47K 0.01%
500
61
$47K 0.01%
128
62
$47K 0.01%
1,859
-808
63
$45K 0.01%
900
64
$41K 0.01%
314
65
$39K 0.01%
110
66
$28K 0.01%
350
67
$27K 0.01%
678
68
$23K 0.01%
360
69
$20K 0.01%
150
70
$18K 0.01%
127
71
$17K 0.01%
470
72
$17K 0.01%
+1,110
73
$15K ﹤0.01%
120
74
$14K ﹤0.01%
253
75
$13K ﹤0.01%
240
1 2
3
4