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
$267M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$312K
3 +$305K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$302K
5
RGLD icon
Royal Gold
RGLD
+$285K

Top Sells

1 +$14.8M
2 +$625K
3 +$200K
4
COP icon
ConocoPhillips
COP
+$150K
5
PSX icon
Phillips 66
PSX
+$119K

Sector Composition

1 Financials 20.34%
2 Consumer Staples 18.54%
3 Industrials 14.41%
4 Energy 10.12%
5 Materials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$4K ﹤0.01%
144
127
$3K ﹤0.01%
105
128
$3K ﹤0.01%
400
129
$3K ﹤0.01%
23
130
$3K ﹤0.01%
205
131
$2K ﹤0.01%
45
132
$2K ﹤0.01%
+28
133
$2K ﹤0.01%
230
-1
134
$1K ﹤0.01%
23
135
$1K ﹤0.01%
10
136
$1K ﹤0.01%
26
137
$1K ﹤0.01%
12
138
-359,859
139
$0 ﹤0.01%
8
140
$0 ﹤0.01%
6,000
141
$0 ﹤0.01%
650