AFIA

America First Investment Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$7.83M
2
+$2.07M
3
+$1.5M
4
SLB icon
SLB Ltd
SLB
+$1.22M
5
FNV icon
Franco-Nevada
FNV
+$703K

Top Sells

1
+$8.23M
2
+$7.81M
3
+$189K
4
XRAY icon
Dentsply Sirona
XRAY
+$84.1K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$69.6K

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%
340
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