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
$361M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.05M
3
+$878K
4
BN icon
Brookfield
BN
+$615K
5
PFE icon
Pfizer
PFE
+$434K

Top Sells

1
+$16.5M
2
+$943K
3
+$303K
4
AMZN icon
Amazon
AMZN
+$227K
5
ADP icon
Automatic Data Processing
ADP
+$183K

Sector Composition

1 Financials 31.77%
2 Technology 15.04%
3 Healthcare 13.02%
4 Materials 9.8%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54.5K 0.02%
695
52
$52.4K 0.01%
192
53
$50.7K 0.01%
249
54
$48.3K 0.01%
128
55
$47.1K 0.01%
717
56
$45.9K 0.01%
78
57
$45.4K 0.01%
556
58
$45.3K 0.01%
150
59
$43.8K 0.01%
581
60
$42.5K 0.01%
84
61
$36.5K 0.01%
665
62
$35.5K 0.01%
551
63
$33.3K 0.01%
530
64
$33.2K 0.01%
151
65
$32.5K 0.01%
360
66
$31.6K 0.01%
326
67
$30.7K 0.01%
353
68
$30K 0.01%
201
69
$29.7K 0.01%
883
70
$26.2K 0.01%
100
71
$23.2K 0.01%
358
72
$23.2K 0.01%
621
73
$22.5K 0.01%
191
74
$22.3K 0.01%
244
75
$21.4K 0.01%
224
1 2
3
4