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

Top Buys

1 +$1.68M
2 +$435K
3 +$266K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$254K
5
RGLD icon
Royal Gold
RGLD
+$173K

Top Sells

1 +$12.4M
2 +$2.35M
3 +$1.63M
4
PFE icon
Pfizer
PFE
+$1.01M
5
BN icon
Brookfield
BN
+$560K

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