AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
1-Year Return
36.52%
This Quarter Return
+3.55%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$317M
AUM Growth
+$9.41M
(+3.1%)
Cap. Flow
+$982K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
53.79%
Holding
100
New
1
Increased
5
Reduced
21
Closed
3
Top Buys
| 1 |
Garrett Motion
GTX
|
$6.11M |
| 2 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$11.7K |
| 3 |
Micron Technology
MU
|
$7.71K |
| 4 |
Tyson Foods
TSN
|
$7.28K |
| 5 |
ATAXZ
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
|
$5.7K |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
$546K |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$533K |
| 3 |
CME Group
CME
|
$477K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$437K |
| 5 |
Abbott
ABT
|
$411K |
Sector Composition
| 1 | Financials | 24.24% |
| 2 | Consumer Staples | 14.18% |
| 3 | Industrials | 10.61% |
| 4 | Energy | 9.12% |
| 5 | Materials | 7.74% |
