AFIA

America First Investment Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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 +$3.71M
2 +$1.05M
3 +$832K
4
BAM icon
Brookfield Asset Management
BAM
+$515K
5
V icon
Visa
V
+$495K

Top Sells

1 +$9.94M
2 +$664K
3 +$612K
4
AMZN icon
Amazon
AMZN
+$400K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$172K

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
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