AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
This Quarter Return
+3.86%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+5.2%)
Cap. Flow
+$2.09M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
24.28%
Holding
151
New
12
Increased
52
Reduced
28
Closed
7
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$2.54M |
| 2 |
SS&C Technologies
SSNC
|
$308K |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$266K |
| 4 |
Intuitive Surgical
ISRG
|
$257K |
| 5 |
Starwood Property Trust
STWD
|
$252K |
Top Sells
| 1 |
Alibaba
BABA
|
$850K |
| 2 |
GOOS
Canada Goose Holdings
GOOS
|
$785K |
| 3 |
Booking.com
BKNG
|
$553K |
| 4 |
Wynn Resorts
WYNN
|
$507K |
| 5 |
Mercado Libre
MELI
|
$447K |
Sector Composition
| 1 | Technology | 18.37% |
| 2 | Financials | 12.45% |
| 3 | Consumer Discretionary | 8.44% |
| 4 | Healthcare | 8.26% |
| 5 | Communication Services | 5.05% |
