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
$8K ﹤0.01%
37
103
$8K ﹤0.01%
200
104
$8K ﹤0.01%
+287
105
$8K ﹤0.01%
+200
106
$7K ﹤0.01%
120
107
$6K ﹤0.01%
+200
108
$6K ﹤0.01%
+125
109
$6K ﹤0.01%
+100
110
$6K ﹤0.01%
+500
111
$6K ﹤0.01%
+69
112
$5K ﹤0.01%
62
113
$5K ﹤0.01%
200
114
$4K ﹤0.01%
73
115
$4K ﹤0.01%
+118
116
$3K ﹤0.01%
+125
117
$3K ﹤0.01%
223
+200
118
$3K ﹤0.01%
100
119
$3K ﹤0.01%
144
120
$3K ﹤0.01%
23
121
$3K ﹤0.01%
231
122
$3K ﹤0.01%
100
+99
123
$2K ﹤0.01%
50
124
$2K ﹤0.01%
400
125
$2K ﹤0.01%
+100
2 3 4
5
6