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
$236M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Sells

1 +$9.13M
2 +$1.19M
3 +$963K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$226K
5
XOM icon
Exxon Mobil
XOM
+$192K

Sector Composition

1 Financials 20.25%
2 Consumer Staples 16.54%
3 Industrials 15.88%
4 Technology 8.37%
5 Energy 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$3K ﹤0.01%
144
127
$3K ﹤0.01%
105
128
$3K ﹤0.01%
23
129
$3K ﹤0.01%
1,500
130
$2K ﹤0.01%
26
131
$2K ﹤0.01%
+36
132
$2K ﹤0.01%
650
133
$1K ﹤0.01%
10
134
$1K ﹤0.01%
72
135
$1K ﹤0.01%
6,000
136
-176
137
$0 ﹤0.01%
3
138
-200
139
$0 ﹤0.01%
23
140
-82,237
141
-44
142
-500
143
-700
144
-5,000
145
-475
146
-400
147
-400
148
-382
149
-300
150
-300