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
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$14K 0.01%
150
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$13K 0.01%
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$10K ﹤0.01%
1,000
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$10K ﹤0.01%
278
84
$10K ﹤0.01%
150
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$9K ﹤0.01%
4,000
86
$9K ﹤0.01%
336
87
$8K ﹤0.01%
120
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$8K ﹤0.01%
37
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$7K ﹤0.01%
200
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$5K ﹤0.01%
62
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200
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$4K ﹤0.01%
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93
$4K ﹤0.01%
40
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$3K ﹤0.01%
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95
$3K ﹤0.01%
100
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$3K ﹤0.01%
144
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$3K ﹤0.01%
105
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$3K ﹤0.01%
23
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$3K ﹤0.01%
208
100
$2K ﹤0.01%
400