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
$176M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$446K
3
+$416K
4
CRWD icon
CrowdStrike
CRWD
+$385K
5
TOST icon
Toast
TOST
+$356K

Top Sells

1
+$2.41M
2
+$522K
3
+$459K
4
AAPL icon
Apple
AAPL
+$370K
5
AMZN icon
Amazon
AMZN
+$354K

Sector Composition

1 Technology 38.48%
2 Healthcare 10.85%
3 Financials 10.21%
4 Consumer Discretionary 7.35%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$564K 0.32%
3,336
-680
77
$554K 0.32%
4,911
-75
78
$550K 0.31%
5,158
-20
79
$546K 0.31%
11,750
80
$543K 0.31%
3,348
-625
81
$540K 0.31%
2,161
82
$515K 0.29%
2,261
-550
83
$495K 0.28%
+2,565
84
$481K 0.27%
1,954
85
$480K 0.27%
7,591
-550
86
$476K 0.27%
4,184
87
$469K 0.27%
13,250
88
$460K 0.26%
3,800
+5
89
$450K 0.26%
3,688
-2,660
90
$450K 0.26%
4,127
-19
91
$436K 0.25%
3,140
-690
92
$410K 0.23%
6,699
-1,050
93
$401K 0.23%
3,125
94
$401K 0.23%
3,152
+1
95
$398K 0.23%
3,490
-35
96
$394K 0.22%
3,500
+500
97
$385K 0.22%
+1,201
98
$383K 0.22%
25,111
-2,420
99
$382K 0.22%
3,763
+9
100
$361K 0.21%
19,812
-2,060
2 3
4
5 6