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
$121M
AUM Growth
+$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$308K
3
+$266K
4
ISRG icon
Intuitive Surgical
ISRG
+$257K
5
STWD icon
Starwood Property Trust
STWD
+$252K

Top Sells

1
+$850K
2
+$785K
3
+$553K
4
WYNN icon
Wynn Resorts
WYNN
+$507K
5
MELI icon
Mercado Libre
MELI
+$447K

Sector Composition

1 Technology 18.37%
2 Financials 12.45%
3 Consumer Discretionary 8.44%
4 Healthcare 8.26%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$586K 0.48%
3,825
77
$553K 0.46%
4,348
-35
78
$549K 0.45%
5,155
-240
79
$539K 0.44%
30,465
80
$512K 0.42%
3,295
81
$512K 0.42%
4,671
82
$498K 0.41%
3,010
+80
83
$486K 0.4%
9,000
84
$476K 0.39%
29,965
+6,965
85
$472K 0.39%
8,259
86
$456K 0.38%
10,820
+226
87
$453K 0.37%
4,149
88
$450K 0.37%
240
-295
89
$444K 0.37%
4,982
+1,152
90
$430K 0.35%
29,425
91
$427K 0.35%
8,717
-1,575
92
$423K 0.35%
5,031
93
$422K 0.35%
4,825
94
$417K 0.34%
1,290
95
$409K 0.34%
8,649
+1,345
96
$399K 0.33%
16,015
97
$394K 0.32%
10,085
+850
98
$393K 0.32%
2,929
99
$377K 0.31%
6,465
+500
100
$376K 0.31%
1,421
+575
2 3
4
5 6