AFIA

America First Investment Advisors Portfolio holdings

AUM $538M
1-Year Est. Return 32.97%
This Quarter Est. Return
1 Year Est. Return
+32.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$240K
3
+$196K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$133K
5
EXPD icon
Expeditors International
EXPD
+$86.6K

Top Sells

1
+$118K
2
+$108K
3
+$82K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$79.9K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$76.5K

Sector Composition

1 Financials 18.75%
2 Consumer Staples 16.7%
3 Healthcare 11.35%
4 Industrials 11.27%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
1,000
127
$13K 0.01%
+100
128
$11K ﹤0.01%
120
129
$11K ﹤0.01%
+475
130
$11K ﹤0.01%
450
131
$11K ﹤0.01%
112
-9
132
$11K ﹤0.01%
359
133
$10K ﹤0.01%
203
134
$10K ﹤0.01%
150
135
$10K ﹤0.01%
100
136
$10K ﹤0.01%
50
137
$8K ﹤0.01%
200
138
$8K ﹤0.01%
400
139
$7K ﹤0.01%
176
140
$7K ﹤0.01%
105
141
$6K ﹤0.01%
200
-400
142
$6K ﹤0.01%
44
143
$6K ﹤0.01%
294
144
$6K ﹤0.01%
+165
145
$6K ﹤0.01%
150
146
$5K ﹤0.01%
+55
147
$5K ﹤0.01%
73
148
$5K ﹤0.01%
208
149
$4K ﹤0.01%
26
150
$3K ﹤0.01%
40
4 5
6
7 8