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
$222M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$240K
3
+$196K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$133K
5
EXPD icon
Expeditors International
EXPD
+$86.6K

Top Sells

1
+$118K
2
+$108K
3
+$82K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$79.9K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$76.5K

Sector Composition

1 Financials 18.75%
2 Consumer Staples 16.7%
3 Healthcare 11.35%
4 Industrials 11.27%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.01%
+695
102
$23K 0.01%
200
103
$23K 0.01%
+1
104
$22K 0.01%
+500
105
$22K 0.01%
1,518
106
$22K 0.01%
+300
107
$22K 0.01%
60
108
$21K 0.01%
+300
109
$21K 0.01%
+300
110
$21K 0.01%
+1,200
111
$21K 0.01%
278
112
$20K 0.01%
343
113
$20K 0.01%
120
114
$20K 0.01%
1,213
115
$19K 0.01%
413
116
$18K 0.01%
314
+104
117
$17K 0.01%
254
-318
118
$17K 0.01%
4
+3
119
$17K 0.01%
1,000
120
$16K 0.01%
75
121
$16K 0.01%
+400
122
$15K 0.01%
+100
123
$14K 0.01%
368
124
$14K 0.01%
350
125
$14K 0.01%
360
3 4
5
6 7