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
$332M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$658K
3
+$460K
4
ATAXZ
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
+$403K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$164K

Top Sells

1
+$1.29M
2
+$205K
3
+$159K
4
FNV icon
Franco-Nevada
FNV
+$102K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$83.8K

Sector Composition

1 Financials 24.65%
2 Consumer Staples 14.58%
3 Materials 10.91%
4 Industrials 9.78%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K ﹤0.01%
75
77
$10K ﹤0.01%
9,410
78
$10K ﹤0.01%
287
79
$9K ﹤0.01%
62
80
$8K ﹤0.01%
200
81
$7K ﹤0.01%
219
82
$7K ﹤0.01%
40
83
$4K ﹤0.01%
144
84
$3K ﹤0.01%
256
85
$3K ﹤0.01%
28
86
$1K ﹤0.01%
10
87
$1K ﹤0.01%
10
88
$0 ﹤0.01%
8
1 2 3
4