AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+5.56%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$224M
AUM Growth
+$11.3M
(+5.3%)
Cap. Flow
+$388K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
42.38%
Holding
185
New
11
Increased
26
Reduced
24
Closed
22
Top Buys
| 1 |
Honeywell
HON
|
$1.41M |
| 2 |
Expeditors International
EXPD
|
$547K |
| 3 |
Abbott
ABT
|
$482K |
| 4 |
Dentsply Sirona
XRAY
|
$472K |
| 5 |
W.R. Berkley
WRB
|
$447K |
Top Sells
| 1 |
SLM Corp
SLM
|
$5.62M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$208K |
| 3 |
Leidos
LDOS
|
$109K |
| 4 |
Saic
SAIC
|
$66K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$64.7K |
Sector Composition
| 1 | Consumer Staples | 16.82% |
| 2 | Financials | 15.67% |
| 3 | Industrials | 11.51% |
| 4 | Healthcare | 11.48% |
| 5 | Energy | 10.05% |
