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
$224M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$547K
3 +$482K
4
XRAY icon
Dentsply Sirona
XRAY
+$472K
5
WRB icon
W.R. Berkley
WRB
+$447K

Top Sells

1 +$5.62M
2 +$208K
3 +$109K
4
SAIC icon
Saic
SAIC
+$66K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$64.7K

Sector Composition

1 Consumer Staples 16.82%
2 Financials 15.67%
3 Industrials 11.51%
4 Healthcare 11.48%
5 Energy 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10
177
-140
178
-100
179
-700
180
$0 ﹤0.01%
10