AFC

AFT Forsyth & Company Portfolio holdings

AUM $195M
1-Year Est. Return 21.96%
This Quarter Est. Return
1 Year Est. Return
+21.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.43%
2 Consumer Staples 7.86%
3 Healthcare 6.93%
4 Technology 6.61%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$3K ﹤0.01%
+90
277
$2K ﹤0.01%
+313
278
$2K ﹤0.01%
+41
279
$2K ﹤0.01%
+60
280
$2K ﹤0.01%
+37
281
$2K ﹤0.01%
+30
282
$2K ﹤0.01%
+28
283
$1K ﹤0.01%
+15
284
$1K ﹤0.01%
+142
285
$1K ﹤0.01%
+15
286
$1K ﹤0.01%
+30
287
$1K ﹤0.01%
+15,000
288
$1K ﹤0.01%
+11
289
$0 ﹤0.01%
+15