AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
This Quarter Return
+11.86%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+12%)
Cap. Flow
+$4.56M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
29.7%
Holding
165
New
12
Increased
59
Reduced
37
Closed
6
Top Buys
| 1 |
Roblox
RBLX
|
$1.47M |
| 2 |
Moderna
MRNA
|
$1.18M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$956K |
| 4 |
Snowflake
SNOW
|
$875K |
| 5 |
Lam Research
LRCX
|
$312K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$984K |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$949K |
| 3 |
CyberArk
CYBR
|
$673K |
| 4 |
Walt Disney
DIS
|
$528K |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$385K |
Sector Composition
| 1 | Technology | 26.38% |
| 2 | Consumer Discretionary | 11.34% |
| 3 | Healthcare | 11.19% |
| 4 | Financials | 11.01% |
| 5 | Communication Services | 7.03% |
