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
$195M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$513K
3
+$254K
4
INTU icon
Intuit
INTU
+$232K
5
NKE icon
Nike
NKE
+$225K

Top Sells

1
+$756K
2
+$410K
3
+$393K
4
AFIB
Acutus Medical Inc
AFIB
+$371K
5
SLV icon
iShares Silver Trust
SLV
+$324K

Sector Composition

1 Technology 31.6%
2 Healthcare 11.6%
3 Financials 10.89%
4 Consumer Discretionary 10.84%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.61%
7,275
+240
52
$1.16M 0.6%
19,720
+350
53
$1.14M 0.59%
3,209
-148
54
$1.1M 0.56%
9,539
+2
55
$1.08M 0.55%
9,226
-349
56
$1.07M 0.55%
6,438
57
$1.07M 0.55%
41,154
+1,197
58
$1M 0.52%
15,842
+417
59
$984K 0.5%
6,091
60
$946K 0.49%
3,370
61
$930K 0.48%
5,686
+685
62
$929K 0.48%
15,465
+1,655
63
$924K 0.47%
23,429
-4,904
64
$923K 0.47%
6,380
-1,080
65
$906K 0.46%
1,138
+110
66
$902K 0.46%
4,008
-314
67
$890K 0.46%
6,573
-223
68
$884K 0.45%
4,691
+26
69
$842K 0.43%
16,346
-1,575
70
$839K 0.43%
33,190
-706
71
$838K 0.43%
1,764
+209
72
$823K 0.42%
15,905
73
$820K 0.42%
1,248
+40
74
$799K 0.41%
13,523
+1,025
75
$782K 0.4%
7,486
+76
1 2
3
4 5