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
$226M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$532K
3 +$373K
4
FNV icon
Franco-Nevada
FNV
+$336K
5
ABT icon
Abbott
ABT
+$256K

Top Sells

1 +$10.4M
2 +$5.52M
3 +$963K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$52.3K

Sector Composition

1 Financials 19.08%
2 Consumer Staples 18.96%
3 Industrials 13.5%
4 Energy 9.02%
5 Materials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$8K ﹤0.01%
+210
102
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37
103
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200
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105
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+125
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+500
111
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$5K ﹤0.01%
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+125
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223
+200
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100
119
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144
120
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23
121
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231
122
$3K ﹤0.01%
100
+99
123
$2K ﹤0.01%
50
124
$2K ﹤0.01%
400
125
$2K ﹤0.01%
+100