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
$372M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$662K
2 +$455K
3 +$272K
4
AMZN icon
Amazon
AMZN
+$194K
5
USB icon
US Bancorp
USB
+$171K

Top Sells

1 +$125K
2 +$79.1K
3 +$64.9K
4
SCHW icon
Charles Schwab
SCHW
+$19K
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$24.2K 0.01%
244
77
$22.5K 0.01%
200
78
$21.4K 0.01%
200
79
$21.1K 0.01%
358
80
$20.5K 0.01%
191
81
$19.5K 0.01%
202
82
$17.9K ﹤0.01%
350
83
$16.8K ﹤0.01%
311
84
$15.6K ﹤0.01%
51
85
$14.6K ﹤0.01%
341
86
$14.5K ﹤0.01%
346
+64
87
$14.3K ﹤0.01%
400
88
$12.9K ﹤0.01%
538
89
$11.5K ﹤0.01%
40
90
$9.41K ﹤0.01%
253
91
$8K ﹤0.01%
200
92
$7.3K ﹤0.01%
151
93
$7.06K ﹤0.01%
62
94
$6.87K ﹤0.01%
432
95
$5.88K ﹤0.01%
4,000
96
$4.19K ﹤0.01%
500
97
$4.05K ﹤0.01%
254
98
$765 ﹤0.01%
61
99
-127