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
$189M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$9.57M
2 +$8.1M
3 +$8.01M
4
CVX icon
Chevron
CVX
+$7.9M
5
BDX icon
Becton Dickinson
BDX
+$7.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.77%
2 Consumer Staples 16.62%
3 Industrials 13.57%
4 Healthcare 10%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$6K ﹤0.01%
+200
127
$6K ﹤0.01%
+400
128
$6K ﹤0.01%
+100
129
$5K ﹤0.01%
+104
130
$5K ﹤0.01%
+105
131
$5K ﹤0.01%
+200
132
$4K ﹤0.01%
+73
133
$4K ﹤0.01%
+70
134
$4K ﹤0.01%
+208
135
$3K ﹤0.01%
+277
136
$3K ﹤0.01%
+105
137
$3K ﹤0.01%
+1
138
$3K ﹤0.01%
+56
139
$2K ﹤0.01%
+144
140
$2K ﹤0.01%
+50
141
$2K ﹤0.01%
+23
142
$2K ﹤0.01%
+6,000
143
$1K ﹤0.01%
+40
144
$1K ﹤0.01%
+16
145
$1K ﹤0.01%
+9
146
$1K ﹤0.01%
+13
147
$1K ﹤0.01%
+144
148
$0 ﹤0.01%
+3
149
$0 ﹤0.01%
+3
150
0