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
$233M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$582K
3
+$497K
4
EXPD icon
Expeditors International
EXPD
+$391K
5
CVX icon
Chevron
CVX
+$353K

Top Sells

1
+$8.98M
2
+$7.91M
3
+$1.07M
4
CLX icon
Clorox
CLX
+$938K
5
CDK
CDK Global, Inc.
CDK
+$362K

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
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