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
$315M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$191K
2 +$165K
3 +$159K
4
GD icon
General Dynamics
GD
+$138K
5
AAPL icon
Apple
AAPL
+$89K

Top Sells

1 +$337K
2 +$186K
3 +$180K
4
RGLD icon
Royal Gold
RGLD
+$140K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$109K

Sector Composition

1 Financials 25.62%
2 Consumer Staples 14.52%
3 Materials 13.05%
4 Industrials 9.36%
5 Healthcare 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$11K ﹤0.01%
120
77
$10K ﹤0.01%
75
78
$10K ﹤0.01%
62
79
$9K ﹤0.01%
40
80
$8K ﹤0.01%
260
81
$7K ﹤0.01%
200
82
$6K ﹤0.01%
287
83
$2K ﹤0.01%
84
84
-900
85
-8