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
$349M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$2.74M
3
+$2.23M
4
BAM icon
Brookfield Asset Management
BAM
+$1.34M
5
V icon
Visa
V
+$727K

Top Sells

1
+$18.9M
2
+$64.6K
3
+$41.7K
4
COP icon
ConocoPhillips
COP
+$24.7K
5
DIS icon
Walt Disney
DIS
+$24.2K

Sector Composition

1 Financials 29.24%
2 Healthcare 14.27%
3 Materials 11.67%
4 Technology 11.1%
5 Consumer Staples 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$56K 0.02%
695
52
$54.7K 0.02%
+1,113
53
$53.1K 0.02%
+78
54
$52.4K 0.02%
1,000
55
$50.1K 0.01%
249
-41
56
$48.8K 0.01%
+556
57
$48.4K 0.01%
84
-16
58
$46.3K 0.01%
581
59
$44.3K 0.01%
+150
60
$44.2K 0.01%
128
61
$43.9K 0.01%
+192
62
$42.3K 0.01%
+717
63
$34.4K 0.01%
123
-57
64
$33.8K 0.01%
+151
65
$32.8K 0.01%
+353
66
$32K 0.01%
201
-99
67
$31.7K 0.01%
+551
68
$31.3K 0.01%
+326
69
$30.7K 0.01%
530
70
$29.8K 0.01%
360
71
$27.5K 0.01%
+224
72
$26.4K 0.01%
883
73
$25.7K 0.01%
100
74
$25.4K 0.01%
+244
75
$25.4K 0.01%
+621
1 2
3
4 5