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
$167M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$955K
3
+$821K
4
PANW icon
Palo Alto Networks
PANW
+$763K
5
LVS icon
Las Vegas Sands
LVS
+$535K

Top Sells

1
+$527K
2
+$405K
3
+$389K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$384K
5
AKAM icon
Akamai
AKAM
+$306K

Sector Composition

1 Technology 23.92%
2 Consumer Discretionary 11.87%
3 Financials 10.99%
4 Healthcare 10.23%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.94%
30,145
27
$1.56M 0.93%
3,416
+165
28
$1.55M 0.93%
12,098
+38
29
$1.49M 0.9%
11,478
-215
30
$1.49M 0.89%
17,570
-2,000
31
$1.42M 0.85%
14,996
+325
32
$1.42M 0.85%
4,705
33
$1.4M 0.84%
25,635
34
$1.34M 0.81%
3,637
+135
35
$1.29M 0.77%
12,630
-34
36
$1.29M 0.77%
+6,845
37
$1.26M 0.76%
6,750
+55
38
$1.25M 0.75%
4,898
39
$1.21M 0.72%
16,092
+650
40
$1.2M 0.72%
18,786
-950
41
$1.15M 0.69%
12,400
42
$1.14M 0.68%
4,670
43
$1.13M 0.68%
12,600
44
$1.12M 0.67%
4,491
45
$1.08M 0.65%
43,395
-12,000
46
$1.06M 0.64%
9,745
+305
47
$1.06M 0.64%
4,283
+398
48
$1.06M 0.64%
5,838
+767
49
$1.05M 0.63%
9,510
+500
50
$1.03M 0.62%
5,599
+396
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