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
$236M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.09M
3
+$1.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.35M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$800K

Top Sells

1
+$9.13M
2
+$1.19M
3
+$963K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$226K
5
XOM icon
Exxon Mobil
XOM
+$192K

Sector Composition

1 Financials 20.25%
2 Consumer Staples 16.54%
3 Industrials 15.88%
4 Technology 8.37%
5 Energy 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
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