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
$226M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$532K
3 +$373K
4
FNV icon
Franco-Nevada
FNV
+$336K
5
ABT icon
Abbott
ABT
+$256K

Top Sells

1 +$10.4M
2 +$5.52M
3 +$963K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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360
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$21K 0.01%
125
78
$19K 0.01%
+400
79
$18K 0.01%
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80
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550
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140
+100
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$15K 0.01%
142
83
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200
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84
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4,000
85
$14K 0.01%
150
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228
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$13K 0.01%
112
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$12K 0.01%
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93
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$11K ﹤0.01%
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$11K ﹤0.01%
100
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$10K ﹤0.01%
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100
$9K ﹤0.01%
316
+211