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
$117M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$242K
3
+$221K
4
MDLZ icon
Mondelez International
MDLZ
+$218K
5
RIO icon
Rio Tinto
RIO
+$208K

Top Sells

1
+$608K
2
+$371K
3
+$349K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$344K
5
AAPL icon
Apple
AAPL
+$319K

Sector Composition

1 Technology 22.94%
2 Healthcare 14.68%
3 Financials 12.95%
4 Consumer Discretionary 7.57%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$224K 0.19%
953
127
$221K 0.19%
+5,051
128
$218K 0.19%
+3,267
129
$208K 0.18%
+2,915
130
$206K 0.18%
+4,689
131
$203K 0.17%
+966
132
$203K 0.17%
+1,190
133
$200K 0.17%
+5,083
134
– –
-5,775
135
– –
-7,150
136
– –
-8,375
2 3 4 5
6