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
$212M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$259K
3
+$207K
4
EXPD icon
Expeditors International
EXPD
+$197K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$189K

Top Sells

1
+$562K
2
+$262K
3
+$101K
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$61.9K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$58.7K

Sector Composition

1 Financials 18.24%
2 Consumer Staples 16.62%
3 Healthcare 11.25%
4 Industrials 10.58%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50K 0.02%
500
77
$49K 0.02%
5,000
78
$49K 0.02%
1,405
79
$47K 0.02%
782
-75
80
$47K 0.02%
250
81
$46K 0.02%
558
82
$44K 0.02%
400
83
$41K 0.02%
777
84
$41K 0.02%
359
+19
85
$39K 0.02%
680
86
$38K 0.02%
1,213
87
$36K 0.02%
800
88
$35K 0.02%
468
89
$35K 0.02%
200
90
$34K 0.02%
2,000
91
$33K 0.02%
1,144
92
$32K 0.02%
360
93
$31K 0.01%
470
94
$30K 0.01%
446
95
$27K 0.01%
1,518
96
$26K 0.01%
500
97
$26K 0.01%
467
98
$25K 0.01%
258
99
$24K 0.01%
241
100
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