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
$176M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$446K
3
+$416K
4
CRWD icon
CrowdStrike
CRWD
+$385K
5
TOST icon
Toast
TOST
+$356K

Top Sells

1
+$2.41M
2
+$522K
3
+$459K
4
AAPL icon
Apple
AAPL
+$370K
5
AMZN icon
Amazon
AMZN
+$354K

Sector Composition

1 Technology 38.48%
2 Healthcare 10.85%
3 Financials 10.21%
4 Consumer Discretionary 7.35%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.94%
14,916
+186
27
$1.63M 0.93%
4,844
+1
28
$1.63M 0.93%
17,030
-55
29
$1.62M 0.93%
3,863
-500
30
$1.58M 0.9%
2,716
-175
31
$1.54M 0.88%
11,771
+20
32
$1.34M 0.77%
52,270
-5,130
33
$1.32M 0.75%
8,375
-660
34
$1.3M 0.74%
2,855
-200
35
$1.29M 0.74%
10,935
-72
36
$1.23M 0.7%
14,439
+24
37
$1.2M 0.68%
6,125
-180
38
$1.19M 0.68%
4,407
39
$1.08M 0.61%
8,622
+3,565
40
$1.06M 0.6%
5,808
-735
41
$1.06M 0.6%
2,705
-15
42
$1.05M 0.6%
7,937
-550
43
$1.02M 0.58%
3,590
-269
44
$997K 0.57%
7,520
-100
45
$990K 0.56%
3,630
+70
46
$983K 0.56%
15,886
-464
47
$920K 0.52%
4,376
48
$912K 0.52%
7,989
+21
49
$861K 0.49%
11,998
50
$839K 0.48%
1,603
+22
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