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
$119M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$309K
3
+$292K
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$232K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$231K

Top Sells

1
+$1.45M
2
+$748K
3
+$732K
4
XYZ
Block Inc
XYZ
+$674K
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$468K 0.39%
4,921
-3,605
77
$468K 0.39%
8,484
78
$458K 0.39%
5,617
+396
79
$458K 0.39%
29,965
80
$455K 0.38%
8,320
81
$452K 0.38%
4,635
82
$438K 0.37%
9,806
-755
83
$435K 0.37%
8,717
84
$429K 0.36%
7,120
-866
85
$429K 0.36%
1,390
+129
86
$428K 0.36%
2,530
-410
87
$423K 0.36%
3,753
-495
88
$418K 0.35%
16,615
89
$412K 0.35%
17,579
+59
90
$403K 0.34%
12,983
91
$398K 0.34%
2,780
-300
92
$398K 0.34%
22,250
+1,800
93
$387K 0.33%
243
+10
94
$377K 0.32%
2,095
95
$359K 0.3%
2,410
-70
96
$358K 0.3%
4,305
97
$349K 0.29%
4,435
98
$329K 0.28%
1,200
-1,330
99
$320K 0.27%
3,175
-350
100
$315K 0.27%
1,585
-255
1 2 3
4
5