AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
This Quarter Return
-16.48%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-21%)
Cap. Flow
-$668K
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
31.11%
Holding
150
New
3
Increased
43
Reduced
60
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
$3.26M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$358K |
| 3 |
DexCom
DXCM
|
$321K |
| 4 |
Cambria Tail Risk ETF
TAIL
|
$284K |
| 5 |
Exxon Mobil
XOM
|
$222K |
Top Sells
| 1 |
Upstart Holdings
UPST
|
$422K |
| 2 |
Shopify
SHOP
|
$386K |
| 3 |
Roblox
RBLX
|
$368K |
| 4 |
Apple
AAPL
|
$333K |
| 5 |
Walt Disney
DIS
|
$321K |
Sector Composition
| 1 | Technology | 25.42% |
| 2 | Healthcare | 12.99% |
| 3 | Financials | 12.02% |
| 4 | Consumer Discretionary | 7.64% |
| 5 | Consumer Staples | 3.5% |
