AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
1-Year Return
21.96%
This Quarter Return
-12.6%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$99.4M
AUM Growth
-$31.6M
(-24%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-12.88%
Top 10 Holdings %
Top 10 Hldgs %
30.5%
Holding
150
New
7
Increased
18
Reduced
77
Closed
30
Top Buys
| 1 |
DexCom
DXCM
|
$774K |
| 2 |
Akamai
AKAM
|
$589K |
| 3 |
MongoDB
MDB
|
$442K |
| 4 |
lululemon athletica
LULU
|
$400K |
| 5 |
NXP Semiconductors
NXPI
|
$257K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$1.04M |
| 2 |
Boeing
BA
|
$822K |
| 3 |
Invesco Financial Preferred ETF
PGF
|
$695K |
| 4 |
GOOS
Canada Goose Holdings
GOOS
|
$540K |
| 5 |
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% |
