AFIA

America First Investment Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$179K
3
+$164K
4
FNV icon
Franco-Nevada
FNV
+$141K
5
SLB icon
SLB Ltd
SLB
+$140K

Top Sells

1
+$14.6M
2
+$179K
3
+$43K
4
RTX icon
RTX Corp
RTX
+$35K
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$22.7K

Sector Composition

1 Financials 26.59%
2 Consumer Staples 15.67%
3 Industrials 10.9%
4 Energy 9.86%
5 Materials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
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