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AFC
AFT Forsyth & Company Portfolio holdings
AUM
$212M
1-Year Est. Return
27.94%
This Fund
S&P 500
1 Year Est. Return
+27.94%
AUM
$212M
AUM Growth
-$19.3M
(-8.3%)
Holding
130
Top Buys
| 1 | +$291K | |
| 2 | +$218K | |
| 3 | +$185K | |
| 4 |
Cisco
CSCO
|
+$141K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$84.7K |
Top Sells
| 1 | +$2.17M | |
| 2 | +$507K | |
| 3 | +$248K | |
| 4 |
Snowflake
SNOW
|
+$247K |
| 5 |
Zscaler
ZS
|
+$243K |
Sector Composition
| 1 | Technology | 42.58% |
| 2 | Financials | 10.04% |
| 3 | Healthcare | 8.67% |
| 4 | Consumer Discretionary | 5.23% |
| 5 | Communication Services | 4.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Honda
HMC
$34.3B
| – | – |
-1,273
|
|
||
127
Gartner
IT
$9.68B
| – | – |
-900
|
|
||
|
128
Snowflake
SNOW
$82.9B
| – | – |
-1,128
|
|
||
129
Thermo Fisher Scientific
TMO
$176B
| – | – |
-3,753
|
|
||
|
130
Zscaler
ZS
$20.3B
| – | – |
-1,080
|
|