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
$222M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$240K
3
+$196K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$133K
5
EXPD icon
Expeditors International
EXPD
+$86.6K

Top Sells

1
+$118K
2
+$108K
3
+$82K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$79.9K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$76.5K

Sector Composition

1 Financials 18.75%
2 Consumer Staples 16.7%
3 Healthcare 11.35%
4 Industrials 11.27%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47K 0.02%
558
77
$45K 0.02%
804
78
$43K 0.02%
359
79
$42K 0.02%
2,097
80
$38K 0.02%
777
81
$37K 0.02%
468
82
$33K 0.01%
360
83
$30K 0.01%
996
84
$30K 0.01%
446
85
$30K 0.01%
10,829
86
$29K 0.01%
+400
87
$28K 0.01%
+200
88
$28K 0.01%
1,100
+1,000
89
$27K 0.01%
470
90
$26K 0.01%
241
91
$26K 0.01%
+400
92
$26K 0.01%
440
93
$26K 0.01%
261
+2
94
$26K 0.01%
467
95
$25K 0.01%
+700
96
$24K 0.01%
122
97
$24K 0.01%
+300
98
$23K 0.01%
400
99
$23K 0.01%
382
100
$23K 0.01%
+1,200
2 3
4
5 6