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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.01M
3
+$2.8M
4
AMZN icon
Amazon
AMZN
+$2.44M
5
V icon
Visa
V
+$2.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.66%
2 Financials 13.74%
3 Consumer Discretionary 9.01%
4 Healthcare 6.82%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$670K 0.66%
+6,384
52
$665K 0.65%
+6,370
53
$660K 0.65%
+3,915
54
$655K 0.64%
+12,200
55
$633K 0.62%
+3,610
56
$617K 0.6%
+8,038
57
$616K 0.6%
+2,090
58
$610K 0.6%
+4,100
59
$602K 0.59%
+4,843
60
$592K 0.58%
+7,015
61
$583K 0.57%
+4,635
62
$578K 0.57%
+4,435
63
$566K 0.55%
+9,380
64
$566K 0.55%
+5,395
65
$564K 0.55%
+6,143
66
$550K 0.54%
+26,475
67
$549K 0.54%
+4,094
68
$536K 0.52%
+31,065
69
$526K 0.51%
+15,310
70
$499K 0.49%
+1,958
71
$498K 0.49%
+2,595
72
$493K 0.48%
+10,292
73
$489K 0.48%
+4,805
74
$482K 0.47%
+9,098
75
$465K 0.46%
+8,880
1 2
3
4 5