AFIA

America First Investment Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1 +$838K
2 +$578K
3 +$495K
4
EXPD icon
Expeditors International
EXPD
+$374K
5
CVX icon
Chevron
CVX
+$359K

Top Sells

1 +$8.98M
2 +$7.91M
3 +$1.06M
4
CLX icon
Clorox
CLX
+$923K
5
CDK
CDK Global, Inc.
CDK
+$353K

Sector Composition

1 Financials 17.74%
2 Industrials 17.67%
3 Consumer Staples 16.82%
4 Energy 7.92%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
23
127
-6,026
128
-35
129
-343
130
-294
131
-120
132
-450
133
-165
134
-314
135
-300
136
-60
137
-72
138
-2,125
139
$0 ﹤0.01%
1
-3
140
-42
141
$0 ﹤0.01%
1
-4
142
-195,606
143
$0 ﹤0.01%
10