AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
1-Year Return
36.52%
This Quarter Return
+2.48%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$233M
AUM Growth
-$3.2M
(-1.4%)
Cap. Flow
-$8.46M
Cap. Flow
% of AUM
-3.64%
Top 10 Holdings %
Top 10 Hldgs %
44.29%
Holding
147
New
2
Increased
20
Reduced
19
Closed
17
Top Buys
| 1 |
CSX Corp
CSX
|
$805K |
| 2 |
Loews
L
|
$582K |
| 3 |
Schlumberger
SLB
|
$497K |
| 4 |
Expeditors International
EXPD
|
$391K |
| 5 |
Chevron
CVX
|
$353K |
Top Sells
| 1 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$8.98M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$7.91M |
| 3 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$1.07M |
| 4 |
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% |
