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
$411M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.23M
3
+$1.06M
4
ENB icon
Enbridge
ENB
+$892K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$795K

Top Sells

1
+$6.89M
2
+$2.54M
3
+$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$603K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$491K

Sector Composition

1 Financials 34.69%
2 Healthcare 12.97%
3 Technology 12.9%
4 Materials 9.19%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70.4K 0.02%
192
52
$67K 0.02%
1,113
53
$61.3K 0.01%
249
54
$60.6K 0.01%
695
55
$57.5K 0.01%
150
56
$52.4K 0.01%
556
57
$49.4K 0.01%
717
58
$48K 0.01%
353
59
$39.3K 0.01%
530
60
$38.5K 0.01%
22,660
61
$36.5K 0.01%
581
62
$34.4K 0.01%
883
63
$34K 0.01%
360
64
$29.2K 0.01%
621
65
$23.3K 0.01%
358
66
$22.2K 0.01%
191
67
$21.4K 0.01%
4,000
68
$20.6K 0.01%
350
69
$19.8K ﹤0.01%
341
70
$18.3K ﹤0.01%
51
71
$17.1K ﹤0.01%
400
72
$16K ﹤0.01%
346
73
$10.6K ﹤0.01%
253
74
$10.4K ﹤0.01%
538
75
$7.58K ﹤0.01%
151
1 2
3
4 5