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
-$827K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$406K
3 +$158K
4
MA icon
Mastercard
MA
+$123K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$109K

Top Sells

1 +$18.6M
2 +$11.4M
3 +$1.44M
4
L icon
Loews
L
+$634K
5
ABT icon
Abbott
ABT
+$582K

Sector Composition

1 Financials 32.01%
2 Consumer Staples 13.69%
3 Healthcare 9.56%
4 Materials 9.33%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$8K ﹤0.01%
336
77
$4K ﹤0.01%
84
78
-431
79
-1,068