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AFC

AFT Forsyth & Company Portfolio holdings

AUM $212M
1-Year Est. Return 27.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$218K
3
+$185K
4
CSCO icon
Cisco
CSCO
+$141K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$84.7K

Top Sells

1
+$2.17M
2
+$507K
3
+$248K
4
SNOW icon
Snowflake
SNOW
+$247K
5
ZS icon
Zscaler
ZS
+$243K

Sector Composition

1 Technology 42.58%
2 Financials 10.04%
3 Healthcare 8.67%
4 Consumer Discretionary 5.23%
5 Communication Services 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$575B
$1.91M 0.9%
7,799
HDV
27
iShares Core High Dividend ETF
HDV
$13.7B
$1.87M 0.88%
69,065
-880
CRM icon
28
Salesforce
CRM
$134B
$1.87M 0.88%
10,039
-65
MELI icon
29
Mercado Libre
MELI
$79.5B
$1.85M 0.87%
1,072
+5
IJH icon
30
iShares Core S&P Mid-Cap ETF
IJH
$121B
$1.85M 0.87%
27,400
-729
IJT icon
31
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.77B
$1.71M 0.8%
11,787
-37
GS icon
32
Goldman Sachs
GS
$311B
$1.63M 0.77%
1,930
+65
ANET icon
33
Arista Networks
ANET
$204B
$1.63M 0.77%
13,297
-64
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.35T
$1.61M 0.76%
5,617
IWO icon
35
iShares Russell 2000 Growth ETF
IWO
$14.7B
$1.38M 0.65%
4,382
-26
IJJ icon
36
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.68B
$1.37M 0.65%
10,375
-297
ABBV icon
37
AbbVie
ABBV
$400B
$1.37M 0.65%
6,313
AMGN icon
38
Amgen
AMGN
$190B
$1.36M 0.64%
3,865
-25
C icon
39
Citigroup
C
$237B
$1.36M 0.64%
11,948
JEPQ icon
40
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39B
$1.33M 0.63%
24,034
+1,465
CAT icon
41
Caterpillar
CAT
$421B
$1.29M 0.61%
1,815
ORCL icon
42
Oracle
ORCL
$517B
$1.15M 0.54%
7,796
-75
IGV icon
43
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
$1.13M 0.53%
14,149
+85
ASML icon
44
ASML
ASML
$717B
$1.11M 0.52%
838
SO icon
45
Southern Company
SO
$106B
$1.1M 0.52%
11,423
CSCO icon
46
Cisco
CSCO
$479B
$1.1M 0.52%
14,142
+1,800
CRWD icon
47
CrowdStrike
CRWD
$177B
$1.1M 0.52%
2,806
-30
IWM icon
48
iShares Russell 2000 ETF
IWM
$80.7B
$1.06M 0.5%
4,259
-25
IWP icon
49
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$1.02M 0.48%
7,997
ADBE icon
50
Adobe
ADBE
$81.4B
$991K 0.47%
4,078
-325
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