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
$159M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$385K
3
+$380K
4
CAVA icon
CAVA Group
CAVA
+$370K
5
PANW icon
Palo Alto Networks
PANW
+$341K

Top Sells

1
+$396K
2
+$255K
3
+$229K
4
XOM icon
Exxon Mobil
XOM
+$223K
5
KMB icon
Kimberly-Clark
KMB
+$201K

Sector Composition

1 Technology 35.41%
2 Healthcare 11.43%
3 Financials 10.9%
4 Consumer Discretionary 7.76%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.97%
2,891
+10
27
$1.5M 0.95%
14,730
-1,189
28
$1.5M 0.94%
6,305
+580
29
$1.47M 0.93%
11,751
+17
30
$1.47M 0.92%
4,843
+103
31
$1.46M 0.92%
17,085
-1,686
32
$1.45M 0.91%
57,400
-350
33
$1.42M 0.89%
9,035
+26
34
$1.39M 0.88%
2,720
-175
35
$1.38M 0.87%
3,055
+25
36
$1.31M 0.82%
833
+38
37
$1.26M 0.79%
11,007
-37
38
$1.17M 0.74%
14,415
-875
39
$1.11M 0.7%
3,859
+25
40
$1.11M 0.7%
4,407
+1
41
$1.01M 0.64%
6,543
-75
42
$983K 0.62%
3,560
+410
43
$936K 0.59%
16,350
-1,300
44
$925K 0.58%
8,487
+100
45
$885K 0.56%
9,215
+100
46
$878K 0.55%
4,376
+1,301
47
$851K 0.54%
7,620
+1,200
48
$841K 0.53%
11,998
49
$832K 0.52%
7,968
+3
50
$820K 0.52%
1,083
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