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
$204M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$70.2K
3
+$67.2K
4
HSY icon
Hershey
HSY
+$52K
5
BLK icon
Blackrock
BLK
+$49.2K

Top Sells

1
+$2.39M
2
+$387K
3
+$332K
4
MDB icon
MongoDB
MDB
+$289K
5
AAPL icon
Apple
AAPL
+$285K

Sector Composition

1 Technology 42.87%
2 Financials 10.62%
3 Healthcare 9.64%
4 Consumer Discretionary 6.59%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$845K 0.41%
3,275
-110
52
$843K 0.41%
8,472
53
$833K 0.41%
3,577
-1,240
54
$803K 0.39%
4,285
55
$803K 0.39%
2,706
+45
56
$790K 0.39%
7,278
+12
57
$771K 0.38%
30,311
+125
58
$754K 0.37%
12,500
59
$743K 0.36%
2,171
-65
60
$740K 0.36%
8,115
61
$737K 0.36%
28,825
-5,400
62
$734K 0.36%
12,392
63
$732K 0.36%
34,409
-253
64
$727K 0.36%
2,020
65
$702K 0.34%
1,013
-15
66
$673K 0.33%
3,634
-33
67
$666K 0.33%
4,060
+1
68
$658K 0.32%
1,815
69
$633K 0.31%
2,161
70
$631K 0.31%
3,763
71
$629K 0.31%
11,158
+1,245
72
$588K 0.29%
3,864
-313
73
$579K 0.28%
4,601
-200
74
$578K 0.28%
3,500
75
$567K 0.28%
1,170
-15
1 2
3
4 5