AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
1-Year Return
36.52%
This Quarter Return
-0.92%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$361M
AUM Growth
-$11.4M
(-3.1%)
Cap. Flow
-$6.49M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
59.7%
Holding
98
New
–
Increased
17
Reduced
9
Closed
2
Top Buys
| 1 |
Brookfield Asset Management
BAM
|
$5.85M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.05M |
| 3 |
MFA
MFA Financial
MFA
|
$878K |
| 4 |
Brookfield
BN
|
$615K |
| 5 |
Pfizer
PFE
|
$434K |
Top Sells
| 1 |
Diageo
DEO
|
$16.5M |
| 2 |
Palantir
PLTR
|
$943K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$303K |
| 4 |
Amazon
AMZN
|
$227K |
| 5 |
Automatic Data Processing
ADP
|
$183K |
Sector Composition
| 1 | Financials | 31.77% |
| 2 | Technology | 15.04% |
| 3 | Healthcare | 13.02% |
| 4 | Materials | 9.8% |
| 5 | Communication Services | 6.97% |
