AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
This Quarter Return
+0.58%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(-0.28%)
Cap. Flow
-$379K
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
24.5%
Holding
150
New
6
Increased
47
Reduced
30
Closed
13
Top Buys
| 1 |
GOOS
Canada Goose Holdings
GOOS
|
$695K |
| 2 |
ProShares Short QQQ
PSQ
|
$585K |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$530K |
| 4 |
Zoetis
ZTS
|
$386K |
| 5 |
IBM
IBM
|
$222K |
Top Sells
| 1 |
Netflix
NFLX
|
$652K |
| 2 |
SS&C Technologies
SSNC
|
$308K |
| 3 |
Liberty All-Star Equity Fund
USA
|
$245K |
| 4 |
Exxon Mobil
XOM
|
$234K |
| 5 |
Altria Group
MO
|
$222K |
Sector Composition
| 1 | Technology | 18.74% |
| 2 | Financials | 12.69% |
| 3 | Consumer Discretionary | 8.77% |
| 4 | Healthcare | 8.47% |
| 5 | Communication Services | 4.66% |
