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
$278M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$704K
3 +$580K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$565K
5
BN icon
Brookfield
BN
+$530K

Top Sells

1 +$12.3M
2 +$632K
3 +$208K
4
CME icon
CME Group
CME
+$172K
5
HON icon
Honeywell
HON
+$169K

Sector Composition

1 Financials 21.29%
2 Consumer Staples 15.04%
3 Industrials 15.01%
4 Energy 11.03%
5 Materials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
6,000
102
$0 ﹤0.01%
650