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
$346M
AUM Growth
-$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$446K
3 +$264K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$257K
5
RGLD icon
Royal Gold
RGLD
+$210K

Top Sells

1 +$12.4M
2 +$2.44M
3 +$1.67M
4
PFE icon
Pfizer
PFE
+$1M
5
BN icon
Brookfield
BN
+$571K

Sector Composition

1 Financials 30.86%
2 Healthcare 16.14%
3 Materials 12.02%
4 Energy 10.71%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,000