AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
This Quarter Return
+8.5%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+4.7%)
Cap. Flow
+$747K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
32.47%
Holding
164
New
9
Increased
55
Reduced
60
Closed
6
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$2.94M |
| 2 |
Atlassian
TEAM
|
$906K |
| 3 |
DCT
Duck Creek Technologies, Inc. Common Stock
DCT
|
$513K |
| 4 |
UnitedHealth
UNH
|
$254K |
| 5 |
Intuit
INTU
|
$232K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$756K |
| 2 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$410K |
| 3 |
Salesforce
CRM
|
$393K |
| 4 |
AFIB
Acutus Medical, Inc. Common Stock
AFIB
|
$371K |
| 5 |
iShares Silver Trust
SLV
|
$324K |
Sector Composition
| 1 | Technology | 31.6% |
| 2 | Healthcare | 11.6% |
| 3 | Financials | 10.89% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Communication Services | 5.83% |
