AFIA
America First Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+1.03%
1 Year Return
+36.52%
3 Year Return
+81.93%
5 Year Return
+148.17%
10 Year Return
+323.4%
AUM
$222M
AUM Growth
+$222M
(-0.62%)
Cap. Flow
-$2.07M
Cap. Flow
% of AUM
-0.93%
Top 10 Holdings %
Top 10 Hldgs %
43.29%
Holding
184
New
23
Increased
22
Reduced
18
Closed
17
Top Buys
| 1 |
Loews
L
|
$4.36M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$240K |
| 3 |
Exxon Mobil
XOM
|
$196K |
| 4 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$133K |
| 5 |
Expeditors International
EXPD
|
$86.6K |
Top Sells
| 1 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$118K |
| 2 |
AGNC Investment
AGNC
|
$108K |
| 3 |
ARR
Armour Residential REIT
ARR
|
$82K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$79.9K |
| 5 |
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% |