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
$411M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.23M
3 +$1.06M
4
ENB icon
Enbridge
ENB
+$892K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$795K

Top Sells

1 +$6.89M
2 +$2.54M
3 +$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$603K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$491K

Sector Composition

1 Financials 34.69%
2 Healthcare 12.97%
3 Technology 12.9%
4 Materials 9.19%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-200