AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
1-Year Return
36.52%
This Quarter Return
+9.18%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$372M
AUM Growth
+$22.7M
(+6.5%)
Cap. Flow
+$2.6M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
56.4%
Holding
99
New
–
Increased
20
Reduced
7
Closed
1
Top Buys
| 1 |
Brookfield Asset Management
BAM
|
$662K |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$455K |
| 3 |
Brookfield
BN
|
$272K |
| 4 |
Amazon
AMZN
|
$194K |
| 5 |
US Bancorp
USB
|
$171K |
Top Sells
| 1 |
Royal Gold
RGLD
|
$125K |
| 2 |
Automatic Data Processing
ADP
|
$79.1K |
| 3 |
Franco-Nevada
FNV
|
$64.9K |
| 4 |
Charles Schwab
SCHW
|
$19K |
| 5 |
3M
MMM
|
$11.1K |
Sector Composition
| 1 | Financials | 28.58% |
| 2 | Technology | 14.11% |
| 3 | Healthcare | 13.7% |
| 4 | Materials | 10.15% |
| 5 | Consumer Staples | 8.53% |
