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
$349M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$2.74M
3
+$2.23M
4
BAM icon
Brookfield Asset Management
BAM
+$1.34M
5
V icon
Visa
V
+$727K

Top Sells

1
+$18.9M
2
+$64.6K
3
+$41.7K
4
COP icon
ConocoPhillips
COP
+$24.7K
5
DIS icon
Walt Disney
DIS
+$24.2K

Sector Composition

1 Financials 29.24%
2 Healthcare 14.27%
3 Materials 11.67%
4 Technology 11.1%
5 Consumer Staples 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.9K 0.01%
22,660
77
$22.4K 0.01%
358
78
$21.2K 0.01%
200
79
$20.9K 0.01%
+191
80
$20.9K 0.01%
200
81
$20.8K 0.01%
350
82
$18.4K 0.01%
202
83
$15.6K ﹤0.01%
+311
84
$14.6K ﹤0.01%
+51
85
$14.2K ﹤0.01%
400
86
$12.7K ﹤0.01%
341
-220
87
$11.6K ﹤0.01%
282
88
$11.4K ﹤0.01%
538
89
$11.1K ﹤0.01%
127
90
$9.84K ﹤0.01%
253
91
$9.64K ﹤0.01%
432
92
$9.18K ﹤0.01%
200
93
$8.48K ﹤0.01%
40
94
$8.3K ﹤0.01%
62
95
$7.64K ﹤0.01%
151
96
$6.6K ﹤0.01%
4,000
97
$4.89K ﹤0.01%
254
-287
98
$4.07K ﹤0.01%
500
99
$921 ﹤0.01%
61
100
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1 2 3
4
5