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
$383M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.73M
3
+$765K
4
BN icon
Brookfield
BN
+$626K
5
JNJ icon
Johnson & Johnson
JNJ
+$612K

Top Sells

1
+$6.61M
2
+$1.03M
3
+$647K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$230K
5
AMZN icon
Amazon
AMZN
+$202K

Sector Composition

1 Financials 34.26%
2 Healthcare 13.12%
3 Technology 12.95%
4 Materials 9.17%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61.2K 0.02%
249
52
$59K 0.02%
78
53
$58.5K 0.02%
1,113
54
$57.3K 0.02%
695
55
$56.8K 0.01%
192
56
$52K 0.01%
150
57
$51.8K 0.01%
556
58
$48.3K 0.01%
717
59
$44.6K 0.01%
84
60
$42.7K 0.01%
326
61
$42K 0.01%
581
62
$36.7K 0.01%
353
63
$36.3K 0.01%
551
64
$35K 0.01%
530
65
$33.1K 0.01%
22,660
66
$31.1K 0.01%
201
67
$31K 0.01%
134
-17
68
$30.8K 0.01%
883
69
$30.2K 0.01%
360
70
$28K 0.01%
100
71
$26.4K 0.01%
621
72
$24.3K 0.01%
224
73
$23.4K 0.01%
244
74
$22.9K 0.01%
200
75
$22.5K 0.01%
76
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3
4