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
$159M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$385K
3
+$380K
4
CAVA icon
CAVA Group
CAVA
+$370K
5
PANW icon
Palo Alto Networks
PANW
+$341K

Top Sells

1
+$396K
2
+$255K
3
+$229K
4
XOM icon
Exxon Mobil
XOM
+$223K
5
KMB icon
Kimberly-Clark
KMB
+$201K

Sector Composition

1 Technology 35.41%
2 Healthcare 11.43%
3 Financials 10.9%
4 Consumer Discretionary 7.76%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$546K 0.34%
1,210
+125
77
$541K 0.34%
4,986
78
$527K 0.33%
2,811
79
$515K 0.32%
5,178
+1,533
80
$503K 0.32%
2,161
-53
81
$486K 0.31%
6,200
82
$480K 0.3%
1,954
-65
83
$475K 0.3%
3,830
-995
84
$461K 0.29%
4,184
85
$459K 0.29%
4,146
-243
86
$457K 0.29%
7,749
+125
87
$424K 0.27%
3,795
+9
88
$421K 0.26%
799
+25
89
$419K 0.26%
8,141
-750
90
$401K 0.25%
27,531
91
$400K 0.25%
7,970
-900
92
$390K 0.25%
21,872
-4,732
93
$380K 0.24%
+5,057
94
$376K 0.24%
106
95
$370K 0.23%
+8,600
96
$363K 0.23%
3,151
+3
97
$358K 0.23%
1,859
98
$357K 0.22%
3,754
-268
99
$357K 0.22%
13,250
+1,050
100
$341K 0.21%
972
+175
2 3
4
5 6