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
$354M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$787K
3
+$636K
4
V icon
Visa
V
+$616K
5
SLB icon
SLB Limited
SLB
+$529K

Top Sells

1
+$14.6M
2
+$451K
3
+$154K
4
WERN icon
Werner Enterprises
WERN
+$89K
5
UNP icon
Union Pacific
UNP
+$57.9K

Sector Composition

1 Financials 28.71%
2 Healthcare 17.68%
3 Consumer Staples 9.86%
4 Materials 9.43%
5 Energy 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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80
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81
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-1,323
82
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-268,785
83
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-46
84
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-2,000
1 2 3
4