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
$222M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$240K
3
+$196K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$133K
5
EXPD icon
Expeditors International
EXPD
+$86.6K

Top Sells

1
+$118K
2
+$108K
3
+$82K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$79.9K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$76.5K

Sector Composition

1 Financials 18.75%
2 Consumer Staples 16.7%
3 Healthcare 11.35%
4 Industrials 11.27%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
144
152
$3K ﹤0.01%
105
153
$3K ﹤0.01%
23
154
$3K ﹤0.01%
1,500
155
$2K ﹤0.01%
+50
156
$2K ﹤0.01%
6,000
157
$2K ﹤0.01%
650
158
$1K ﹤0.01%
10
159
$1K ﹤0.01%
+72
160
$1K ﹤0.01%
+42
161
– –
-4,619
162
$0 ﹤0.01%
3
163
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$0 ﹤0.01%
23
165
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3
167
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-50
4 5 6
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