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
$204M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$70.2K
3
+$67.2K
4
HSY icon
Hershey
HSY
+$52K
5
BLK icon
Blackrock
BLK
+$49.2K

Top Sells

1
+$2.39M
2
+$387K
3
+$332K
4
MDB icon
MongoDB
MDB
+$289K
5
AAPL icon
Apple
AAPL
+$285K

Sector Composition

1 Technology 42.87%
2 Financials 10.62%
3 Healthcare 9.64%
4 Consumer Discretionary 6.59%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.94%
21,156
+7
27
$1.91M 0.94%
4,208
-70
28
$1.83M 0.9%
16,513
-559
29
$1.75M 0.86%
28,162
-745
30
$1.74M 0.86%
1,026
-67
31
$1.62M 0.79%
14,409
-509
32
$1.6M 0.78%
11,797
+7
33
$1.5M 0.74%
3,088
+32
34
$1.49M 0.73%
6,120
+165
35
$1.4M 0.69%
13,969
-320
36
$1.35M 0.66%
10,799
-144
37
$1.27M 0.62%
4,407
38
$1.19M 0.58%
10,736
+48
39
$1.12M 0.55%
6,739
+1,659
40
$1.12M 0.55%
6,318
41
$1.12M 0.55%
7,714
-314
42
$1.09M 0.53%
4,170
-65
43
$1.07M 0.52%
5,620
44
$1.01M 0.5%
7,993
+1
45
$988K 0.48%
11,998
46
$967K 0.47%
4,378
+1
47
$926K 0.45%
15,891
-330
48
$874K 0.43%
1,710
-108
49
$872K 0.43%
1,489
-116
50
$868K 0.43%
1,515
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