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
$239M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$673K
2
+$431K
3
+$420K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$197K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$177K

Top Sells

1
+$245K
2
+$156K
3
+$155K
4
SE
Spectra Energy Corp Wi
SE
+$110K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$107K

Sector Composition

1 Consumer Staples 19.27%
2 Financials 18.32%
3 Industrials 13.58%
4 Energy 9.24%
5 Materials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18K 0.01%
4,000
77
$14K 0.01%
142
78
$14K 0.01%
150
79
$11K ﹤0.01%
336
-2,258
80
$9K ﹤0.01%
150
81
$8K ﹤0.01%
1,000
82
$8K ﹤0.01%
37
83
$8K ﹤0.01%
200
84
$7K ﹤0.01%
120
85
$7K ﹤0.01%
287
86
$6K ﹤0.01%
62
87
$5K ﹤0.01%
+445
88
$5K ﹤0.01%
40
-100
89
$4K ﹤0.01%
73
90
$4K ﹤0.01%
105
-211
91
$3K ﹤0.01%
50
92
$3K ﹤0.01%
100
93
$3K ﹤0.01%
144
94
$3K ﹤0.01%
400
95
$3K ﹤0.01%
23
96
$2K ﹤0.01%
26
97
$2K ﹤0.01%
208
-25,440
98
$2K ﹤0.01%
231
99
$1K ﹤0.01%
10
-115
100
$1K ﹤0.01%
10
2 3
4
5 6