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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$3.01M
3 +$2.8M
4
AMZN icon
Amazon
AMZN
+$2.44M
5
V icon
Visa
V
+$2.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.66%
2 Financials 13.74%
3 Consumer Discretionary 9.01%
4 Healthcare 6.82%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.2%
+1,079
127
$201K 0.2%
+31,900
128
$159K 0.16%
+10,285
129
$115K 0.11%
+1,330
130
$104K 0.1%
+4,500