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
$121M
AUM Growth
+$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$308K
3
+$266K
4
ISRG icon
Intuitive Surgical
ISRG
+$257K
5
STWD icon
Starwood Property Trust
STWD
+$252K

Top Sells

1
+$850K
2
+$785K
3
+$553K
4
WYNN icon
Wynn Resorts
WYNN
+$507K
5
MELI icon
Mercado Libre
MELI
+$447K

Sector Composition

1 Technology 18.37%
2 Financials 12.45%
3 Consumer Discretionary 8.44%
4 Healthcare 8.26%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.12%
2,220
-730
27
$1.27M 1.05%
32,830
+85
28
$1.25M 1.03%
6,105
+455
29
$1.19M 0.98%
2,527
+15
30
$1.16M 0.96%
63,015
31
$1.13M 0.93%
9,181
+100
32
$1.13M 0.93%
23,671
-1,135
33
$1.13M 0.93%
14,140
34
$1.13M 0.93%
12,328
+2
35
$1.08M 0.89%
8,704
36
$1.08M 0.89%
7,705
+70
37
$1.07M 0.88%
2,928
-5
38
$1.06M 0.88%
4,998
+60
39
$1.03M 0.85%
5,130
40
$1.02M 0.84%
16,248
+422
41
$1.01M 0.83%
3,680
+410
42
$970K 0.8%
12,121
43
$963K 0.79%
17,780
44
$937K 0.77%
11,175
+160
45
$927K 0.76%
13,237
+831
46
$909K 0.75%
4,935
-30
47
$906K 0.75%
49,935
+1,200
48
$873K 0.72%
6,021
49
$873K 0.72%
17,405
-150
50
$868K 0.72%
2,956
+335
1
2
3 4 5