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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.01M
3
+$2.8M
4
AMZN icon
Amazon
AMZN
+$2.44M
5
V icon
Visa
V
+$2.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.66%
2 Financials 13.74%
3 Consumer Discretionary 9.01%
4 Healthcare 6.82%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.22%
+32,725
27
$1.19M 1.17%
+9,809
28
$1.17M 1.14%
+11,395
29
$1.16M 1.14%
+22,100
30
$1.16M 1.13%
+14,470
31
$1.08M 1.06%
+23,482
32
$1.01M 0.99%
+9,100
33
$964K 0.94%
+25,181
34
$958K 0.94%
+5,130
35
$891K 0.87%
+14,924
36
$889K 0.87%
+15,475
37
$888K 0.87%
+5,150
38
$875K 0.86%
+17,865
39
$873K 0.85%
+9,024
40
$848K 0.83%
+9,972
41
$787K 0.77%
+2,500
42
$781K 0.76%
+7,268
43
$741K 0.73%
+3,738
44
$733K 0.72%
+41,145
45
$719K 0.7%
+4,134
46
$712K 0.7%
+5,285
47
$707K 0.69%
+15,405
48
$701K 0.69%
+5,845
49
$688K 0.67%
+6,930
50
$688K 0.67%
+11,335
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