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
$204M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$70.2K
3
+$67.2K
4
HSY icon
Hershey
HSY
+$52K
5
BLK icon
Blackrock
BLK
+$49.2K

Top Sells

1
+$2.39M
2
+$387K
3
+$332K
4
MDB icon
MongoDB
MDB
+$289K
5
AAPL icon
Apple
AAPL
+$285K

Sector Composition

1 Technology 42.87%
2 Financials 10.62%
3 Healthcare 9.64%
4 Consumer Discretionary 6.59%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.27%
4,209
-153
77
$536K 0.26%
11,750
78
$532K 0.26%
7,563
79
$525K 0.26%
21,720
+197
80
$502K 0.25%
101
-5
81
$494K 0.24%
8,593
+738
82
$488K 0.24%
3,821
+7
83
$473K 0.23%
4,184
84
$467K 0.23%
2,868
85
$462K 0.23%
2,340
86
$460K 0.23%
3,990
-600
87
$457K 0.22%
3,155
+1
88
$454K 0.22%
7,293
-200
89
$432K 0.21%
1,894
90
$408K 0.2%
5,653
+3
91
$401K 0.2%
2,874
-26
92
$391K 0.19%
3,030
93
$385K 0.19%
3,400
-621
94
$380K 0.19%
3,675
95
$369K 0.18%
965
-280
96
$363K 0.18%
3,647
-49
97
$351K 0.17%
2,072
+307
98
$350K 0.17%
1,210
99
$348K 0.17%
688
100
$341K 0.17%
10,863
+182
2 3
4
5 6