AFC

AFT Forsyth & Company Portfolio holdings

AUM $232M
1-Year Est. Return 25.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.64%
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
+$3.13M
2
+$3.03M
3
+$2.75M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2.39M
5
V icon
Visa
V
+$2.34M

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
2 3 4 5
6