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
$195M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$513K
3
+$254K
4
INTU icon
Intuit
INTU
+$232K
5
NKE icon
Nike
NKE
+$225K

Top Sells

1
+$756K
2
+$410K
3
+$393K
4
AFIB
Acutus Medical Inc
AFIB
+$371K
5
SLV icon
iShares Silver Trust
SLV
+$324K

Sector Composition

1 Technology 31.6%
2 Healthcare 11.6%
3 Financials 10.89%
4 Consumer Discretionary 10.84%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.91%
4,535
-250
27
$1.75M 0.9%
16,960
+275
28
$1.73M 0.89%
27,645
29
$1.69M 0.86%
9,852
-539
30
$1.68M 0.86%
29,645
-670
31
$1.65M 0.85%
11,880
+6
32
$1.64M 0.84%
12,180
33
$1.6M 0.82%
15,885
+877
34
$1.6M 0.82%
18,422
+1,321
35
$1.52M 0.78%
2,682
-262
36
$1.51M 0.77%
16,260
-60
37
$1.5M 0.77%
10,860
-600
38
$1.46M 0.75%
10,980
+2
39
$1.43M 0.73%
4,671
+1
40
$1.38M 0.71%
4,705
41
$1.38M 0.71%
1,022
-48
42
$1.37M 0.7%
12,387
+7
43
$1.36M 0.7%
4,005
44
$1.35M 0.69%
5,525
-50
45
$1.34M 0.69%
4,483
-575
46
$1.3M 0.67%
5,708
-800
47
$1.29M 0.66%
37,050
+750
48
$1.28M 0.66%
5,060
49
$1.26M 0.65%
4,608
-115
50
$1.24M 0.64%
15,595
+1,615
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