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
$329M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$790K
2 +$132K
3 +$99.8K
4
KO icon
Coca-Cola
KO
+$68.7K
5
EXPD icon
Expeditors International
EXPD
+$49.6K

Top Sells

1 +$1.55M
2 +$762K
3 +$557K
4
BN icon
Brookfield
BN
+$493K
5
ADP icon
Automatic Data Processing
ADP
+$331K

Sector Composition

1 Financials 27.95%
2 Healthcare 15.44%
3 Consumer Staples 13.98%
4 Materials 9.09%
5 Energy 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$10K ﹤0.01%
+205
77
$9K ﹤0.01%
+99
78
$7K ﹤0.01%
336
79
$5K ﹤0.01%
+151
80
$5K ﹤0.01%
+46
81
$3K ﹤0.01%
+150
82
$3K ﹤0.01%
+32
83
-84
84
-140
85
-883
86
-2,539