AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
This Quarter Return
-5.66%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(-9.6%)
Cap. Flow
-$1.14M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
31.58%
Holding
140
New
1
Increased
26
Reduced
39
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.74M |
| 2 |
Palo Alto Networks
PANW
|
$595K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$566K |
| 4 |
Roblox
RBLX
|
$207K |
| 5 |
MongoDB
MDB
|
$82.4K |
Top Sells
| 1 |
Cambria Tail Risk ETF
TAIL
|
$284K |
| 2 |
Verizon
VZ
|
$258K |
| 3 |
XYZ
Block, Inc.
XYZ
|
$251K |
| 4 |
Roku
ROKU
|
$239K |
| 5 |
Wynn Resorts
WYNN
|
$228K |
Sector Composition
| 1 | Technology | 24.66% |
| 2 | Healthcare | 13.24% |
| 3 | Financials | 11.89% |
| 4 | Consumer Discretionary | 8.63% |
| 5 | Consumer Staples | 3.42% |
