AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
1-Year Return
36.52%
This Quarter Return
+6.83%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$226M
AUM Growth
+$3.14M
(+1.4%)
Cap. Flow
-$8.18M
Cap. Flow
% of AUM
-3.62%
Top 10 Holdings %
Top 10 Hldgs %
46.79%
Holding
151
New
36
Increased
31
Reduced
11
Closed
6
Top Buys
| 1 |
Royal Gold
RGLD
|
$5.67M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$532K |
| 3 |
AMOV
America Movil SAB de CV
AMOV
|
$373K |
| 4 |
Franco-Nevada
FNV
|
$336K |
| 5 |
Abbott
ABT
|
$256K |
Top Sells
| 1 |
Dentsply Sirona
XRAY
|
$10.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.52M |
| 3 |
Invesco QQQ Trust
QQQ
|
$963K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$879K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$52.3K |
Sector Composition
| 1 | Financials | 19.08% |
| 2 | Consumer Staples | 18.96% |
| 3 | Industrials | 13.5% |
| 4 | Energy | 9.02% |
| 5 | Materials | 7.17% |
