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
$99.4M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$589K
3
+$442K
4
LULU icon
lululemon athletica
LULU
+$400K
5
NXPI icon
NXP Semiconductors
NXPI
+$257K

Top Sells

1
+$1.04M
2
+$822K
3
+$695K
4
GOOS
Canada Goose Holdings
GOOS
+$540K
5
PANW icon
Palo Alto Networks
PANW
+$437K

Sector Composition

1 Technology 23.97%
2 Financials 11.68%
3 Consumer Discretionary 11.35%
4 Healthcare 10.51%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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