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
$313M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$3.07M
2 +$325K
3 +$282K
4
MA icon
Mastercard
MA
+$210K
5
AAPL icon
Apple
AAPL
+$8.11K

Top Sells

1 +$6.86M
2 +$5.93M
3 +$3.51M
4
RGLD icon
Royal Gold
RGLD
+$477K
5
EXPD icon
Expeditors International
EXPD
+$435K

Sector Composition

1 Financials 28.23%
2 Consumer Staples 15.03%
3 Materials 11.68%
4 Industrials 10.75%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$8K ﹤0.01%
287
77
$7K ﹤0.01%
336
-1,298
78
$2K ﹤0.01%
84
79
-777
80
-75
81
-1,237,694
82
-441
83
-150