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
$204M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$70.2K
3
+$67.2K
4
HSY icon
Hershey
HSY
+$52K
5
BLK icon
Blackrock
BLK
+$49.2K

Top Sells

1
+$2.39M
2
+$387K
3
+$332K
4
MDB icon
MongoDB
MDB
+$289K
5
AAPL icon
Apple
AAPL
+$285K

Sector Composition

1 Technology 42.87%
2 Financials 10.62%
3 Healthcare 9.64%
4 Consumer Discretionary 6.59%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$338K 0.17%
2,685
+200
102
$333K 0.16%
3,120
-382
103
$332K 0.16%
1,413
+1
104
$328K 0.16%
932
+75
105
$319K 0.16%
772
-285
106
$315K 0.15%
1,795
-46
107
$307K 0.15%
954
-12
108
$305K 0.15%
1,880
-100
109
$299K 0.15%
2,064
-105
110
$293K 0.14%
2,265
+3
111
$288K 0.14%
1,273
112
$283K 0.14%
1,344
-100
113
$254K 0.12%
1,000
114
$249K 0.12%
5,200
115
$244K 0.12%
4,128
+2
116
$234K 0.11%
2,018
117
$229K 0.11%
12,227
-268
118
$227K 0.11%
8,545
119
$225K 0.11%
3,421
-103
120
$210K 0.1%
356
+1
121
$209K 0.1%
615
122
$208K 0.1%
1,935
123
$206K 0.1%
327
-96
124
$205K 0.1%
1,275
-90
125
$205K 0.1%
1,700
2 3 4
5
6