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
$223M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.87M
3
+$1.43M
4
SLB icon
SLB Limited
SLB
+$1.14M
5
MJN
Mead Johnson Nutrition Company
MJN
+$666K

Top Sells

1
+$8.26M
2
+$8.23M
3
+$188K
4
XRAY icon
Dentsply Sirona
XRAY
+$86K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$68.9K

Sector Composition

1 Consumer Staples 18.61%
2 Financials 18.36%
3 Industrials 12.97%
4 Healthcare 8.78%
5 Energy 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21K 0.01%
470
77
$19K 0.01%
350
78
$19K 0.01%
550
79
$15K 0.01%
142
80
$14K 0.01%
150
81
$13K 0.01%
112
82
$10K ﹤0.01%
1,000
83
$10K ﹤0.01%
278
84
$10K ﹤0.01%
150
85
$9K ﹤0.01%
4,000
86
$9K ﹤0.01%
336
87
$8K ﹤0.01%
120
88
$8K ﹤0.01%
37
89
$7K ﹤0.01%
200
90
$5K ﹤0.01%
62
91
$5K ﹤0.01%
200
92
$4K ﹤0.01%
73
93
$4K ﹤0.01%
40
94
$3K ﹤0.01%
50
95
$3K ﹤0.01%
100
96
$3K ﹤0.01%
144
97
$3K ﹤0.01%
105
98
$3K ﹤0.01%
23
99
$3K ﹤0.01%
208
100
$2K ﹤0.01%
400
1 2 3
4
5