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
$287M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$1.44M
3 +$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$883K
5
SLB icon
SLB Limited
SLB
+$786K

Top Sells

1 +$11.5M
2 +$106K
3 +$84.6K
4
ADP icon
Automatic Data Processing
ADP
+$40.5K
5
GHI icon
Greystone Housing Impact Investors LP
GHI
+$22K

Sector Composition

1 Financials 30.55%
2 Healthcare 17.27%
3 Energy 11.07%
4 Materials 10.82%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$8K ﹤0.01%
432
77
$8K ﹤0.01%
541
+287
78
$6K ﹤0.01%
4,000
79
$5K ﹤0.01%
40
80
$3K ﹤0.01%
74
-282,980
81
$3K ﹤0.01%
+500
82
$1K ﹤0.01%
61
83
-80