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
$330M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$119K
2 +$75K
3 +$49.9K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$34.3K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$748

Top Sells

1 +$1.2M
2 +$976K
3 +$895K
4
FNV icon
Franco-Nevada
FNV
+$886K
5
ABT icon
Abbott
ABT
+$725K

Sector Composition

1 Financials 29.8%
2 Consumer Staples 14.22%
3 Industrials 11.24%
4 Materials 9.44%
5 Technology 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$7K ﹤0.01%
336
77
$3K ﹤0.01%
84
78
-426
79
-1,300