AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
1-Year Return
36.52%
This Quarter Return
+8.96%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$339M
AUM Growth
+$51.8M
(+18%)
Cap. Flow
+$25.3M
Cap. Flow
% of AUM
7.46%
Top 10 Holdings %
Top 10 Hldgs %
54.98%
Holding
96
New
14
Increased
15
Reduced
10
Closed
2
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$13.6M |
| 2 |
Palantir
PLTR
|
$10.9M |
| 3 |
Brookfield Asset Management
BAM
|
$2.93M |
| 4 |
Amazon
AMZN
|
$2.03M |
| 5 |
Mastercard
MA
|
$1.48M |
Top Sells
| 1 |
Schlumberger
SLB
|
$3.55M |
| 2 |
W.R. Berkley
WRB
|
$2.53M |
| 3 |
Brookfield
BN
|
$2.46M |
| 4 |
Automatic Data Processing
ADP
|
$1.19M |
| 5 |
Pfizer
PFE
|
$481K |
Sector Composition
| 1 | Financials | 28.6% |
| 2 | Healthcare | 16.63% |
| 3 | Energy | 10.93% |
| 4 | Materials | 10.84% |
| 5 | Technology | 9.85% |
