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
$239M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$673K
2
+$431K
3
+$420K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$197K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$177K

Top Sells

1
+$245K
2
+$156K
3
+$155K
4
SE
Spectra Energy Corp Wi
SE
+$110K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$107K

Sector Composition

1 Consumer Staples 19.27%
2 Financials 18.32%
3 Industrials 13.58%
4 Energy 9.24%
5 Materials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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