AFIA

America First Investment Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.45M
3 +$1.36M
4
ABT icon
Abbott
ABT
+$1.24M
5
ENB icon
Enbridge
ENB
+$852K

Top Sells

1 +$7.76M
2 +$1.46M
3 +$849K
4
WRB icon
W.R. Berkley
WRB
+$73.4K
5
ADM icon
Archer Daniels Midland
ADM
+$36.5K

Sector Composition

1 Financials 33.34%
2 Healthcare 13.52%
3 Technology 13.48%
4 Materials 9.61%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.85K ﹤0.01%
254
77
$4.49K ﹤0.01%
432
78
$4.13K ﹤0.01%
500
79
$526 ﹤0.01%
6
80
$454 ﹤0.01%
61
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