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
$411M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.23M
3
+$1.06M
4
ENB icon
Enbridge
ENB
+$892K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$795K

Top Sells

1
+$6.89M
2
+$2.54M
3
+$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$603K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$491K

Sector Composition

1 Financials 34.69%
2 Healthcare 12.97%
3 Technology 12.9%
4 Materials 9.19%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.44K ﹤0.01%
200
77
$6.56K ﹤0.01%
62
78
$5.79K ﹤0.01%
+47
79
$5.08K ﹤0.01%
432
80
$4.47K ﹤0.01%
254
81
$4.25K ﹤0.01%
500
82
$1.11K ﹤0.01%
+150
83
$533 ﹤0.01%
61
84
$517 ﹤0.01%
6
85
$155 ﹤0.01%
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