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
$406M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.47M
3
+$1.31M
4
ABT icon
Abbott
ABT
+$1.21M
5
ENB icon
Enbridge
ENB
+$849K

Top Sells

1
+$8.38M
2
+$1.53M
3
+$955K
4
WRB icon
W.R. Berkley
WRB
+$71.8K
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
81
– –
-581
82
– –
-62
83
– –
-47
84
– –
-150
85
– –
-358
86
– –
-4
1 2 3
4