AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
1-Year Return
21.96%
This Quarter Return
+25.06%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$119M
AUM Growth
+$19.1M
(+19%)
Cap. Flow
-$4.52M
Cap. Flow
% of AUM
-3.81%
Top 10 Holdings %
Top 10 Hldgs %
33.05%
Holding
128
New
8
Increased
38
Reduced
51
Closed
4
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$414K |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$309K |
| 3 |
Veeva Systems
VEEV
|
$292K |
| 4 |
iShares Russell Top 200 ETF
IWL
|
$232K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$231K |
Top Sells
| 1 |
Mercado Libre
MELI
|
$1.45M |
| 2 |
Alibaba
BABA
|
$748K |
| 3 |
Intuitive Surgical
ISRG
|
$732K |
| 4 |
XYZ
Block, Inc.
XYZ
|
$674K |
| 5 |
NVIDIA
NVDA
|
$433K |
Sector Composition
| 1 | Technology | 25.6% |
| 2 | Consumer Discretionary | 11.21% |
| 3 | Financials | 10.95% |
| 4 | Healthcare | 10.12% |
| 5 | Communication Services | 4.79% |
