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
$292M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$8.33M
2 +$550K
3 +$144K
4
SLB icon
SLB Limited
SLB
+$117K
5
CDK
CDK Global, Inc.
CDK
+$98.9K

Top Sells

1 +$492K
2 +$157K
3 +$119K
4
CME icon
CME Group
CME
+$98.7K
5
FNV icon
Franco-Nevada
FNV
+$40.9K

Sector Composition

1 Financials 24.4%
2 Industrials 15.56%
3 Consumer Staples 15.34%
4 Energy 10.14%
5 Materials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$7K ﹤0.01%
+100
102
$6K ﹤0.01%
+75
103
$6K ﹤0.01%
+60
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$5K ﹤0.01%
900
105
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+62
106
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144
107
$4K ﹤0.01%
+50
108
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+150
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$4K ﹤0.01%
105
110
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+126
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$3K ﹤0.01%
45
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$3K ﹤0.01%
+75
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28
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400
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$3K ﹤0.01%
+50
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$3K ﹤0.01%
201
-2
117
$2K ﹤0.01%
+35
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$2K ﹤0.01%
230
119
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23
120
$1K ﹤0.01%
10
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$1K ﹤0.01%
26
122
$1K ﹤0.01%
+17
123
-142
124
-4,249
125
-413