AMERICA FIRST INVESTMENT ADVISORS, LLC 13F Portfolio
AMERICA FIRST INVESTMENT ADVISORS, LLC runs AMERICA FIRST INVESTMENT ADVISORS, LLC and currently holds 45 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $538.85M. Their top holdings are SHY, GOOGL, JNJ, AMZN, ENB. The top five represent 32.1% of reported portfolio weight. AMERICA FIRST INVESTMENT ADVISORS, LLC ranks #615 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AMERICA FIRST INVESTMENT ADVISORS, LLC initiated 5 new positions. They added to 14 existing positions. They trimmed 12 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$538.85M
Alpha Score
51.1
#615 of 1000
Holdings
45
AMERICA FIRST INVESTMENT ADVISORS, LLC Current 13F Holdings
Reported holdings from AMERICA FIRST INVESTMENT ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SHY ISHARES TR | 8.16% | $81.99 | $81.20 | -0.96% | Trimmed -0.27% |
 GOOGL ALPHABET INC | 6.71% | $44.31 | $351.66 | +693.64% | Trimmed -1.93% |
 JNJ JOHNSON & JOHNSON | 6.55% | $160.02 | $261.49 | +63.41% | Trimmed -0.86% |
 AMZN AMAZON COM INC | 5.42% | $105.59 | $262.43 | +148.54% | Trimmed -0.93% |
 ENB ENBRIDGE INC | 5.24% | $39.79 | $46.60 | +17.11% | Trimmed -0.29% |
 WRB BERKLEY W R CORP | 5.02% | $14.58 | $71.92 | +393.24% | Added +0.86% |
 TMO THERMO FISHER SCIENTIFIC INC | 4.94% | $406.03 | $657.76 | +62.00% | Added +0.60% |
 SLB SLB LIMITED | 4.88% | $41.25 | $48.95 | +18.67% | Trimmed -1.19% |
 BN BROOKFIELD CORP | 4.87% | $21.37 | $37.09 | +73.56% | Added +0.03% |
 ADP AUTOMATIC DATA PROCESSING IN | 4.81% | $110.53 | $270.88 | +145.07% | Added +1.02% |
Showing 1-10 of 45