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
$212M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$259K
3
+$207K
4
EXPD icon
Expeditors International
EXPD
+$197K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$189K

Top Sells

1
+$562K
2
+$262K
3
+$101K
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$61.9K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$58.7K

Sector Composition

1 Financials 18.24%
2 Consumer Staples 16.62%
3 Healthcare 11.25%
4 Industrials 10.58%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
+150
127
$10K ﹤0.01%
121
128
$10K ﹤0.01%
359
129
$9K ﹤0.01%
100
130
$9K ﹤0.01%
50
131
$8K ﹤0.01%
200
132
$7K ﹤0.01%
294
133
$7K ﹤0.01%
37
134
$7K ﹤0.01%
400
135
$6K ﹤0.01%
150
136
$5K ﹤0.01%
+44
137
$5K ﹤0.01%
73
138
$5K ﹤0.01%
70
139
$5K ﹤0.01%
26
140
$4K ﹤0.01%
223
-433
141
$4K ﹤0.01%
144
142
$4K ﹤0.01%
100
143
$4K ﹤0.01%
208
144
$4K ﹤0.01%
1
145
$4K ﹤0.01%
50
146
$4K ﹤0.01%
650
147
$3K ﹤0.01%
105
-613
148
$3K ﹤0.01%
50
149
$3K ﹤0.01%
23
150
$3K ﹤0.01%
1,500
4 5
6
7 8