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
$307M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$2.11M
3
+$1M
4
L icon
Loews
L
+$735K
5
BN icon
Brookfield
BN
+$684K

Top Sells

1
+$363K
2
+$182K
3
+$128K
4
ABT icon
Abbott
ABT
+$51.7K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$17.2K

Sector Composition

1 Financials 23.62%
2 Consumer Staples 14.34%
3 Industrials 10.39%
4 Energy 10.3%
5 Materials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K ﹤0.01%
253
77
$13K ﹤0.01%
675
78
$12K ﹤0.01%
120
79
$10K ﹤0.01%
287
80
$9K ﹤0.01%
124
-1
81
$8K ﹤0.01%
40
82
$8K ﹤0.01%
200
83
$7K ﹤0.01%
62
84
$7K ﹤0.01%
219
85
$7K ﹤0.01%
138
-284
86
$7K ﹤0.01%
345
87
$6K ﹤0.01%
89
88
$4K ﹤0.01%
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$3K ﹤0.01%
28
90
$3K ﹤0.01%
201
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$1K ﹤0.01%
10
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$1K ﹤0.01%
10
93
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-45
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-900
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98
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99
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-26
100
$0 ﹤0.01%
8
1 2 3
4
5