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
$307M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$2.11M
3 +$1M
4
L icon
Loews
L
+$735K
5
BN icon
Brookfield
BN
+$684K

Top Sells

1 +$363K
2 +$182K
3 +$128K
4
ABT icon
Abbott
ABT
+$51.7K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$17.2K

Sector Composition

1 Financials 23.62%
2 Consumer Staples 14.34%
3 Industrials 10.39%
4 Energy 10.3%
5 Materials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
6,000