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
$268M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$338K
3 +$292K
4
EXPD icon
Expeditors International
EXPD
+$279K
5
RGLD icon
Royal Gold
RGLD
+$264K

Top Sells

1 +$11.2M
2 +$312K
3 +$302K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$256K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$146K

Sector Composition

1 Financials 20.99%
2 Consumer Staples 14.94%
3 Industrials 14.68%
4 Energy 9.8%
5 Materials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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129
-1,075
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132
-125,516
133
-150
134
$0 ﹤0.01%
650
135
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-23
141
-3,100