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
$214M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$192K
2
+$106K
3
+$97.5K
4
BN icon
Brookfield
BN
+$70.4K
5
SLM icon
SLM Corp
SLM
+$57.7K

Top Sells

1
+$406K
2
+$400K
3
+$177K
4
ADP icon
Automatic Data Processing
ADP
+$173K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$143K

Sector Composition

1 Financials 18.32%
2 Consumer Staples 16.74%
3 Healthcare 11.01%
4 Industrials 10.87%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
60
177
$1K ﹤0.01%
10
178
$1K ﹤0.01%
16
179
$1K ﹤0.01%
10
-3
180
$1K ﹤0.01%
10
181
$1K ﹤0.01%
20
182
$1K ﹤0.01%
25
-396
183
$1K ﹤0.01%
10
184
$1K ﹤0.01%
144
185
$0 ﹤0.01%
+3
186
– –
-158
187
$0 ﹤0.01%
22
188
$0 ﹤0.01%
+1
189
$0 ﹤0.01%
10
190
$0 ﹤0.01%
6
191
$0 ﹤0.01%
11
+8
192
$0 ﹤0.01%
11
+8
193
$0 ﹤0.01%
10
194
$0 ﹤0.01%
700
195
$0 ﹤0.01%
12
+9
196
$0 ﹤0.01%
10
4 5 6 7
8