AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+2%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$238M
AUM Growth
+$238M
(-0.75%)
Cap. Flow
-$4.96M
Cap. Flow
% of AUM
-2.09%
Top 10 Holdings %
Top 10 Hldgs %
48.96%
Holding
148
New
39
Increased
28
Reduced
14
Closed
1
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$642K |
| 2 |
COL
Rockwell Collins
COL
|
$468K |
| 3 |
Abbott
ABT
|
$383K |
| 4 |
Brookfield
BN
|
$368K |
| 5 |
Diageo
DEO
|
$350K |
Top Sells
| 1 |
Chevron
CVX
|
$9.94M |
| 2 |
Clorox
CLX
|
$626K |
| 3 |
Procter & Gamble
PG
|
$331K |
| 4 |
Hershey
HSY
|
$188K |
| 5 |
Union Pacific
UNP
|
$78.2K |
Sector Composition
| 1 | Financials | 19.5% |
| 2 | Consumer Staples | 18.27% |
| 3 | Industrials | 14.35% |
| 4 | Materials | 9.14% |
| 5 | Energy | 5.12% |
