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
$195M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$513K
3
+$254K
4
INTU icon
Intuit
INTU
+$232K
5
NKE icon
Nike
NKE
+$225K

Top Sells

1
+$756K
2
+$410K
3
+$393K
4
AFIB
Acutus Medical Inc
AFIB
+$371K
5
SLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.28%
2,194
+14
102
$537K 0.28%
29,965
103
$523K 0.27%
3,635
-495
104
$518K 0.27%
5,640
-485
105
$513K 0.26%
+17,050
106
$491K 0.25%
2,815
-200
107
$473K 0.24%
197
-35
108
$459K 0.24%
4,025
-170
109
$428K 0.22%
7,224
+63
110
$426K 0.22%
5,920
-830
111
$419K 0.22%
3,740
+40
112
$405K 0.21%
16,000
113
$401K 0.21%
22,400
-2,195
114
$394K 0.2%
3,218
+3
115
$391K 0.2%
2,200
116
$382K 0.2%
1,850
117
$379K 0.19%
3,857
+1,400
118
$374K 0.19%
2,414
-40
119
$358K 0.18%
3,141
+1
120
$350K 0.18%
1,810
121
$347K 0.18%
3,989
-706
122
$342K 0.18%
1,815
-507
123
$328K 0.17%
2,840
124
$316K 0.16%
2,936
125
$303K 0.16%
1,859
+4
3 4
5
6 7