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
$195M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$513K
3
+$254K
4
INTU icon
Intuit
INTU
+$232K
5
NKE icon
Nike
NKE
+$225K

Top Sells

1
+$756K
2
+$410K
3
+$393K
4
AFIB
Acutus Medical Inc
AFIB
+$371K
5
SLV icon
iShares Silver Trust
SLV
+$324K

Sector Composition

1 Technology 31.6%
2 Healthcare 11.6%
3 Financials 10.89%
4 Consumer Discretionary 10.84%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$782K 0.4%
5,170
+770
77
$780K 0.4%
5,539
-622
78
$737K 0.38%
34,999
+40
79
$733K 0.38%
1,113
-80
80
$731K 0.38%
4,788
+31
81
$726K 0.37%
6,245
82
$712K 0.37%
4,100
-124
83
$702K 0.36%
4,729
+1
84
$683K 0.35%
4,116
+1
85
$663K 0.34%
7,800
-70
86
$659K 0.34%
2,579
-100
87
$627K 0.32%
4,115
-1,155
88
$626K 0.32%
3,727
-26
89
$624K 0.32%
8,137
+31
90
$617K 0.32%
5,745
91
$611K 0.31%
3,737
-114
92
$608K 0.31%
1,590
+60
93
$600K 0.31%
9,936
94
$583K 0.3%
2,825
95
$579K 0.3%
2,165
-60
96
$569K 0.29%
30,254
-5,296
97
$565K 0.29%
15,000
98
$563K 0.29%
2,530
99
$563K 0.29%
1,416
+66
100
$558K 0.29%
2,264
+4
2 3
4
5 6