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

Top Buys

1 +$7.59M
2 +$2.23M
3 +$409K
4
V icon
Visa
V
+$128K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$124K

Top Sells

1 +$2.21M
2 +$713K
3 +$596K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$567K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$566K

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