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
$238M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$642K
2 +$468K
3 +$383K
4
BN icon
Brookfield
BN
+$368K
5
DEO icon
Diageo
DEO
+$350K

Top Sells

1 +$9.94M
2 +$626K
3 +$331K
4
HSY icon
Hershey
HSY
+$188K
5
UNP icon
Union Pacific
UNP
+$78.2K

Sector Composition

1 Financials 19.5%
2 Consumer Staples 18.27%
3 Industrials 14.35%
4 Materials 9.14%
5 Energy 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$3K ﹤0.01%
+38
127
$2K ﹤0.01%
+100
128
$2K ﹤0.01%
+14
129
$2K ﹤0.01%
400
130
$2K ﹤0.01%
208
131
$1K ﹤0.01%
10
132
$1K ﹤0.01%
10
133
$1K ﹤0.01%
26
134
$1K ﹤0.01%
6,000
135
$1K ﹤0.01%
650
136
$0 ﹤0.01%
23
137
-9
138
$0 ﹤0.01%
8