AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+7.68%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$383M
AUM Growth
+$383M
(+6.1%)
Cap. Flow
-$2.14M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
58.11%
Holding
98
New
2
Increased
10
Reduced
14
Closed
–
Top Buys
| 1 |
Brookfield Asset Management
BAM
|
$2.38M |
| 2 |
Pfizer
PFE
|
$1.73M |
| 3 |
Enbridge
ENB
|
$765K |
| 4 |
Brookfield
BN
|
$626K |
| 5 |
Johnson & Johnson
JNJ
|
$612K |
Top Sells
| 1 |
Palantir
PLTR
|
$6.61M |
| 2 |
MFA
MFA Financial
MFA
|
$1.03M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$647K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$230K |
| 5 |
Amazon
AMZN
|
$202K |
Sector Composition
| 1 | Financials | 34.26% |
| 2 | Healthcare | 13.12% |
| 3 | Technology | 12.95% |
| 4 | Materials | 9.17% |
| 5 | Communication Services | 6.96% |
