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
$134M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$390K
2 +$245K
3 +$230K
4
TD icon
Toronto Dominion Bank
TD
+$217K
5
DIS icon
Walt Disney
DIS
+$211K

Sector Composition

1 Technology 25.77%
2 Consumer Discretionary 11.3%
3 Healthcare 10.57%
4 Financials 9.94%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.15%
+1,870
127
$195K 0.15%
12,890
128
-10,288
129
-4,865