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
$236M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.09M
3
+$1.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.35M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$800K

Top Sells

1
+$9.13M
2
+$1.19M
3
+$963K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$226K
5
XOM icon
Exxon Mobil
XOM
+$192K

Sector Composition

1 Financials 20.25%
2 Consumer Staples 16.54%
3 Industrials 15.88%
4 Technology 8.37%
5 Energy 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40K 0.02%
1,000
77
$38K 0.02%
996
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$37K 0.02%
804
79
$37K 0.02%
+1,000
80
$35K 0.01%
468
81
$32K 0.01%
440
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$31K 0.01%
470
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$29K 0.01%
358
-200
84
$29K 0.01%
467
85
$28K 0.01%
263
+2
86
$28K 0.01%
360
87
$27K 0.01%
446
88
$26K 0.01%
400
89
$25K 0.01%
122
90
$25K 0.01%
60
91
$22K 0.01%
241
92
$22K 0.01%
300
93
$22K 0.01%
278
94
$21K 0.01%
120
95
$20K 0.01%
343
96
$20K 0.01%
413
97
$18K 0.01%
254
98
$17K 0.01%
314
99
$16K 0.01%
1,518
100
$15K 0.01%
368
2 3
4
5 6