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
$372M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$455K
3
+$272K
4
AMZN icon
Amazon
AMZN
+$194K
5
USB icon
US Bancorp
USB
+$171K

Top Sells

1
+$125K
2
+$79.1K
3
+$64.9K
4
SCHW icon
Charles Schwab
SCHW
+$19K
5
MMM icon
3M
MMM
+$11.1K

Sector Composition

1 Financials 28.58%
2 Technology 14.11%
3 Healthcare 13.7%
4 Materials 10.15%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61.2K 0.02%
695
52
$58.3K 0.02%
1,113
53
$56.5K 0.02%
78
54
$56.4K 0.02%
128
55
$51K 0.01%
249
56
$47.5K 0.01%
556
57
$47.2K 0.01%
192
58
$46.6K 0.01%
150
59
$43.9K 0.01%
581
60
$43.8K 0.01%
84
61
$41.3K 0.01%
717
62
$37.7K 0.01%
665
-335
63
$36.7K 0.01%
123
64
$35.7K 0.01%
326
65
$35.6K 0.01%
353
66
$33.3K 0.01%
551
67
$32.2K 0.01%
151
68
$30K 0.01%
530
69
$29.2K 0.01%
360
70
$28.8K 0.01%
883
71
$27.2K 0.01%
100
72
$27.1K 0.01%
201
73
$24.8K 0.01%
621
74
$24.7K 0.01%
224
75
$24.5K 0.01%
22,660
1 2
3
4