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
$167M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$955K
3
+$821K
4
PANW icon
Palo Alto Networks
PANW
+$763K
5
LVS icon
Las Vegas Sands
LVS
+$535K

Top Sells

1
+$527K
2
+$405K
3
+$389K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$384K
5
AKAM icon
Akamai
AKAM
+$306K

Sector Composition

1 Technology 23.92%
2 Consumer Discretionary 11.87%
3 Financials 10.99%
4 Healthcare 10.23%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.62%
36,300
-8,050
52
$1M 0.6%
9,837
53
$1M 0.6%
3,275
+185
54
$993K 0.6%
39,135
-20,760
55
$984K 0.59%
11,926
56
$960K 0.58%
15,800
+8,800
57
$960K 0.58%
3,590
+655
58
$955K 0.57%
+7,620
59
$950K 0.57%
24,735
+153
60
$949K 0.57%
18,800
61
$949K 0.57%
30,300
62
$941K 0.56%
2,669
+208
63
$929K 0.56%
4,915
+100
64
$896K 0.54%
5,600
+1,000
65
$878K 0.53%
33,965
+1,216
66
$870K 0.52%
12,740
+300
67
$846K 0.51%
6,955
+1,160
68
$834K 0.5%
16,125
-100
69
$831K 0.5%
6,936
70
$830K 0.5%
8,020
+20
71
$822K 0.49%
15,905
-1,000
72
$802K 0.48%
5,090
+25
73
$794K 0.48%
7,060
+1,000
74
$785K 0.47%
4,440
75
$777K 0.47%
3,840
+400
1 2
3
4 5