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
$311M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$2.18M
3
+$471K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$138K
5
V icon
Visa
V
+$134K

Top Sells

1
+$2.21M
2
+$713K
3
+$596K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$589K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$568K

Sector Composition

1 Financials 30.03%
2 Healthcare 17.54%
3 Energy 10.59%
4 Materials 10.54%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-287
77
– –
-365,790
1 2 3
4