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

Top Buys

1
+$13.5M
2
+$394K
3
+$157K
4
MA icon
Mastercard
MA
+$121K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$110K

Top Sells

1
+$18.6M
2
+$10.2M
3
+$1.37M
4
L icon
Loews
L
+$603K
5
ABT icon
Abbott
ABT
+$576K

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
1 2 3
4