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
$446M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$3.73M
2 +$1.04M
3 +$835K
4
BAM icon
Brookfield Asset Management
BAM
+$581K
5
V icon
Visa
V
+$503K

Top Sells

1 +$12M
2 +$691K
3 +$637K
4
AMZN icon
Amazon
AMZN
+$408K
5
TSLA icon
Tesla
TSLA
+$183K

Sector Composition

1 Financials 34.78%
2 Healthcare 13.66%
3 Technology 13.47%
4 Materials 9.68%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-341
77
-883
78
-1,113
79
-360
80
-191