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
$246M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.03M
3
+$1.01M
4
DEO icon
Diageo
DEO
+$968K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$959K

Top Sells

1
+$442K
2
+$404K
3
+$335K
4
ROK icon
Rockwell Automation
ROK
+$203K
5
WEC icon
WEC Energy
WEC
+$86K

Sector Composition

1 Financials 20.99%
2 Consumer Staples 17.13%
3 Industrials 14.4%
4 Materials 7.98%
5 Technology 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
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