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
$349M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$2.74M
3
+$2.23M
4
BAM icon
Brookfield Asset Management
BAM
+$1.34M
5
V icon
Visa
V
+$727K

Top Sells

1
+$18.9M
2
+$64.6K
3
+$41.7K
4
COP icon
ConocoPhillips
COP
+$24.7K
5
DIS icon
Walt Disney
DIS
+$24.2K

Sector Composition

1 Financials 29.24%
2 Healthcare 14.27%
3 Materials 11.67%
4 Technology 11.1%
5 Consumer Staples 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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