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
$339M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.03M
5
MA icon
Mastercard
MA
+$1.48M

Top Sells

1
+$3.55M
2
+$2.53M
3
+$2.46M
4
ADP icon
Automatic Data Processing
ADP
+$1.19M
5
PFE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55K 0.02%
100
52
$54K 0.02%
581
53
$54K 0.02%
695
54
$48K 0.01%
300
55
$47K 0.01%
180
56
$38K 0.01%
530
57
$38K 0.01%
128
58
$31K 0.01%
360
59
$29K 0.01%
883
60
$23K 0.01%
+358
61
$23K 0.01%
561
62
$22K 0.01%
22,660
63
$22K 0.01%
350
64
$22K 0.01%
200
65
$20K 0.01%
+183
66
$20K 0.01%
100
67
$19K 0.01%
200
68
$19K 0.01%
+480
69
$18K 0.01%
+190
70
$17K 0.01%
202
71
$14K ﹤0.01%
150
72
$14K ﹤0.01%
400
73
$13K ﹤0.01%
127
74
$13K ﹤0.01%
400
75
$11K ﹤0.01%
282
1 2
3
4