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AFIA
America First Investment Advisors Portfolio holdings
AUM
$539M
1-Year Est. Return
13.1%
This Fund
S&P 500
This Quarter
Est. Return
+1.7%
1 Year Est. Return
+13.1%
3 Year Est. Return
+78.21%
5 Year Est. Return
+109.57%
10 Year Est. Return
+317.73%
AUM
$189M
AUM Growth
–
Cap. Flow
+$189M
Cap. Flow
% of AUM
100.02%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
158
New
157
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Clorox
CLX
|
+$9.91M |
| 2 |
Chevron
CVX
|
+$8.07M |
| 3 |
Automatic Data Processing
ADP
|
+$7.9M |
| 4 |
Unilever
UL
|
+$7.85M |
| 5 |
Becton Dickinson
BDX
|
+$7.73M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.77% |
| 2 | Consumer Staples | 16.62% |
| 3 | Industrials | 13.57% |
| 4 | Healthcare | 10% |
| 5 | Energy | 8.59% |
Similar funds
PHC
FF
CM
MG
GC
BFC
HS
FMC
America First Investment Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for America First Investment Advisors, which disclosed 158 positions worth $189M. Its ten largest holdings account for 42% of the portfolio.
Its largest position is Clorox: 115,150 shares worth $9.57M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Consumer Staples and Industrials.
- America First Investment Advisors's largest Q2 2013 buy was Clorox: 115,150 shares worth $9.57M.
- America First Investment Advisors's ten largest holdings make up 42% of its $189M portfolio in Q2 2013.
- America First Investment Advisors disclosed 158 positions in Q2 2013, its first 13F filing on record.
Based on America First Investment Advisors's 13F filing for Q2 2013, filed 5 Aug 2013.