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
$189M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$8.1M
3
+$8.01M
4
CVX icon
Chevron
CVX
+$7.9M
5
BDX icon
Becton Dickinson
BDX
+$7.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.77%
2 Consumer Staples 16.62%
3 Industrials 13.57%
4 Healthcare 10%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48K 0.03%
+2,000
77
$45K 0.02%
+2,097
78
$41K 0.02%
+500
79
$40K 0.02%
+250
80
$38K 0.02%
+1,144
81
$38K 0.02%
+958
82
$36K 0.02%
+571
83
$35K 0.02%
+777
84
$35K 0.02%
+3,455
85
$35K 0.02%
+586
86
$34K 0.02%
+1,205
87
$34K 0.02%
+820
88
$34K 0.02%
+800
89
$33K 0.02%
+468
90
$31K 0.02%
+420
91
$31K 0.02%
+400
92
$28K 0.01%
+75
93
$28K 0.01%
+360
94
$26K 0.01%
+470
95
$25K 0.01%
+1,000
96
$24K 0.01%
+1,518
97
$23K 0.01%
+446
98
$22K 0.01%
+401
99
$21K 0.01%
+255
100
$20K 0.01%
+382
2 3
4
5 6