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
$446M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.04M
3
+$835K
4
BAM icon
Brookfield Asset Management
BAM
+$581K
5
V icon
Visa
V
+$503K

Top Sells

1
+$12M
2
+$691K
3
+$637K
4
AMZN icon
Amazon
AMZN
+$408K
5
TSLA icon
Tesla
TSLA
+$183K

Sector Composition

1 Financials 34.78%
2 Healthcare 13.66%
3 Technology 13.47%
4 Materials 9.68%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-371
52
– –
-4,233
53
– –
-621
54
– –
-538
55
– –
-400
56
– –
-150
57
– –
-500
58
– –
-820
59
– –
-1,150
60
– –
-695
61
– –
-530
62
– –
-1,163
63
– –
-556
64
– –
-128
65
– –
-1,200
66
– –
-432
67
– –
-200
68
– –
-51
69
– –
-254
70
– –
-353
71
– –
-350
72
– –
-717
73
– –
-249
74
– –
-253
75
– –
-61
1 2
3
4