AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
1-Year Est. Return
21.96%
1 Year Est. Return
+21.96%
AUM
$195M
AUM Growth
+$9.57M
(+5.2%)
Holding
129
Top Buys
| 1 | +$1.47M | |
| 2 | +$217K | |
| 3 | +$210K | |
| 4 |
Keysight
KEYS
|
+$209K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$194K |
Top Sells
| 1 | +$5.76M | |
| 2 | +$2.29M | |
| 3 | +$2.12M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$1.85M |
| 5 |
Broadcom
AVGO
|
+$1.71M |
Sector Composition
| 1 | Technology | 44.3% |
| 2 | Healthcare | 8.68% |
| 3 | Financials | 6.99% |
| 4 | Consumer Discretionary | 6.66% |
| 5 | Communication Services | 3.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
| – | – |
-4,155
|
|
||
127
Atlassian
TEAM
$42.8B
| – | – |
-5,925
|
|
||
|
128
Thermo Fisher Scientific
TMO
$216B
| – | – |
-3,708
|
|
||
129
UnitedHealth
UNH
$328B
| – | – |
-579
|
|