AFC
AFT Forsyth & Company Portfolio holdings
AUM
$232M
1-Year Est. Return
25.64%
This Fund
S&P 500
1 Year Est. Return
+25.64%
AUM
$232M
AUM Growth
+$23M
(+11%)
Holding
132
Top Buys
| 1 | +$5.88M | |
| 2 | +$3.79M | |
| 3 | +$2.52M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$2.12M |
| 5 |
Arista Networks
ANET
|
+$1.84M |
Top Sells
| 1 | +$805K | |
| 2 | +$265K | |
| 3 | +$256K | |
| 4 |
Sherwin-Williams
SHW
|
+$213K |
| 5 |
Illinois Tool Works
ITW
|
+$209K |
Sector Composition
| 1 | Technology | 43.45% |
| 2 | Financials | 10.43% |
| 3 | Healthcare | 9.73% |
| 4 | Consumer Discretionary | 5.42% |
| 5 | Communication Services | 4.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Veeva Systems
VEEV
$29.7B
| $212K | 0.09% |
949
-35
|
|
||
127
iShares Select Dividend ETF
DVY
$22B
| $204K | 0.09% |
1,448
+7
|
|
||
128
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.28B
| $201K | 0.09% |
4,194
+15
|
|
||
129
iShares Bitcoin Trust
IBIT
$54.8B
| – | – |
-3,945
|
|
||
|
130
Illinois Tool Works
ITW
$76.6B
| – | – |
-800
|
|
||
131
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.6B
| – | – |
-2,377
|
|
||
|
132
Sherwin-Williams
SHW
$78.7B
| – | – |
-615
|
|