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
$341M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$1.67M
3 +$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.08M
5
ABT icon
Abbott
ABT
+$874K

Top Sells

1 +$18.1M
2 +$17.6M
3 +$583K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$579K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$330K

Sector Composition

1 Financials 27.94%
2 Healthcare 14.63%
3 Consumer Staples 14.35%
4 Materials 10.2%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$7K ﹤0.01%
336
77
$4K ﹤0.01%
84
78
-83,253
79
-343,805
80
-1,815