AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
This Quarter Return
+15.3%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+10%)
Cap. Flow
+$415K
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
33.65%
Holding
139
New
6
Increased
36
Reduced
53
Closed
4
Top Buys
| 1 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$723K |
| 2 |
On Holding
ONON
|
$386K |
| 3 |
Atlassian
TEAM
|
$237K |
| 4 |
Arista Networks
ANET
|
$225K |
| 5 |
TSMC
TSM
|
$216K |
Top Sells
| 1 |
Chewy
CHWY
|
$397K |
| 2 |
Toronto Dominion Bank
TD
|
$237K |
| 3 |
Rio Tinto
RIO
|
$208K |
| 4 |
Verizon
VZ
|
$200K |
| 5 |
Intel
INTC
|
$180K |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Healthcare | 12.73% |
| 3 | Financials | 12.04% |
| 4 | Consumer Discretionary | 7.72% |
| 5 | Consumer Staples | 3.47% |
