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
$212M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$259K
3
+$207K
4
EXPD icon
Expeditors International
EXPD
+$197K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$189K

Top Sells

1
+$562K
2
+$262K
3
+$101K
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$61.9K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$58.7K

Sector Composition

1 Financials 18.24%
2 Consumer Staples 16.62%
3 Healthcare 11.25%
4 Industrials 10.58%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
6,000
152
$2K ﹤0.01%
100
153
$2K ﹤0.01%
40
154
$2K ﹤0.01%
+100
155
$1K ﹤0.01%
60
156
$1K ﹤0.01%
10
157
$1K ﹤0.01%
16
158
$1K ﹤0.01%
10
159
$1K ﹤0.01%
10
160
$1K ﹤0.01%
20
161
$1K ﹤0.01%
25
162
$1K ﹤0.01%
10
163
– –
0
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$1K ﹤0.01%
+140
165
$0 ﹤0.01%
3
166
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169
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5 6
7
8 9