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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.01M
3
+$2.8M
4
AMZN icon
Amazon
AMZN
+$2.44M
5
V icon
Visa
V
+$2.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.66%
2 Financials 13.74%
3 Consumer Discretionary 9.01%
4 Healthcare 6.82%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.45%
+4,329
77
$462K 0.45%
+3,030
78
$460K 0.45%
+5,375
79
$459K 0.45%
+3,805
80
$449K 0.44%
+6,288
81
$448K 0.44%
+19,455
82
$448K 0.44%
+29,000
83
$447K 0.44%
+3,672
84
$435K 0.43%
+8,320
85
$431K 0.42%
+3,442
86
$427K 0.42%
+10,052
87
$423K 0.41%
+2,735
88
$414K 0.41%
+7,065
89
$408K 0.4%
+235
90
$388K 0.38%
+6,120
91
$386K 0.38%
+6,975
92
$384K 0.38%
+12,925
93
$382K 0.37%
+1,245
94
$372K 0.36%
+17,710
95
$370K 0.36%
+2,350
96
$366K 0.36%
+3,220
97
$365K 0.36%
+5,950
98
$361K 0.35%
+5,200
99
$360K 0.35%
+3,825
100
$350K 0.34%
+23,525
2 3
4
5 6