AFIA

America First Investment Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$63.7K
3
+$49.1K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$34.3K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$710

Top Sells

1
+$1.15M
2
+$954K
3
+$935K
4
HON icon
Honeywell
HON
+$811K
5
ABT icon
Abbott
ABT
+$720K

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
1 2 3
4