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
$159M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$385K
3
+$380K
4
CAVA icon
CAVA Group
CAVA
+$370K
5
PANW icon
Palo Alto Networks
PANW
+$341K

Top Sells

1
+$396K
2
+$255K
3
+$229K
4
XOM icon
Exxon Mobil
XOM
+$223K
5
KMB icon
Kimberly-Clark
KMB
+$201K

Sector Composition

1 Technology 35.41%
2 Healthcare 11.43%
3 Financials 10.9%
4 Consumer Discretionary 7.76%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$339K 0.21%
3,711
102
$335K 0.21%
11,648
-1,125
103
$329K 0.21%
1,765
-45
104
$324K 0.2%
2,169
-75
105
$323K 0.2%
+3,125
106
$316K 0.2%
2,215
-400
107
$308K 0.19%
+493
108
$303K 0.19%
3,675
109
$301K 0.19%
2,890
+16
110
$288K 0.18%
1,828
+5
111
$280K 0.18%
3,000
112
$270K 0.17%
1,210
113
$270K 0.17%
+3,525
114
$268K 0.17%
1,280
+25
115
$262K 0.17%
2,255
+9
116
$262K 0.16%
1,000
117
$262K 0.16%
4,757
+231
118
$258K 0.16%
2,380
119
$251K 0.16%
958
-13
120
$249K 0.16%
+5,200
121
$247K 0.16%
1,410
+2
122
$243K 0.15%
2,340
123
$241K 0.15%
+1,632
124
$237K 0.15%
+1,490
125
$236K 0.15%
14,019
2 3 4
5
6