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
$187M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.18M
3
+$956K
4
SNOW icon
Snowflake
SNOW
+$875K
5
LRCX icon
Lam Research
LRCX
+$312K

Top Sells

1
+$984K
2
+$949K
3
+$673K
4
DIS icon
Walt Disney
DIS
+$528K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$385K

Sector Composition

1 Technology 26.38%
2 Consumer Discretionary 11.34%
3 Healthcare 11.19%
4 Financials 11.01%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.89%
31,015
+870
27
$1.67M 0.89%
1,070
-10
28
$1.62M 0.86%
7,045
+295
29
$1.6M 0.86%
12,099
+1
30
$1.55M 0.83%
10,610
+1,100
31
$1.54M 0.82%
19,370
+1,800
32
$1.53M 0.82%
6,286
+3,920
33
$1.51M 0.81%
11,278
-200
34
$1.49M 0.79%
15,389
+393
35
$1.47M 0.79%
+16,340
36
$1.47M 0.78%
4,705
37
$1.39M 0.74%
3,840
+250
38
$1.38M 0.73%
3,637
39
$1.36M 0.73%
4,898
40
$1.35M 0.72%
16,674
+582
41
$1.33M 0.71%
24,360
-1,275
42
$1.31M 0.7%
12,300
-300
43
$1.3M 0.7%
12,380
-250
44
$1.27M 0.68%
4,670
45
$1.25M 0.67%
4,490
+650
46
$1.23M 0.66%
13,000
+600
47
$1.18M 0.63%
3,235
-40
48
$1.18M 0.63%
+5,010
49
$1.14M 0.61%
10,150
+405
50
$1.13M 0.6%
36,300
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