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
$204M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$76.8K
3
+$69.9K
4
HSY icon
Hershey
HSY
+$55.1K
5
BLK icon
Blackrock
BLK
+$48.7K

Top Sells

1
+$2.46M
2
+$387K
3
+$350K
4
NOW icon
ServiceNow
NOW
+$317K
5
AAPL icon
Apple
AAPL
+$269K

Sector Composition

1 Technology 42.87%
2 Financials 10.62%
3 Healthcare 9.64%
4 Consumer Discretionary 6.59%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$200K 0.1%
4,145
-260
127
– –
-1,632
128
– –
-14,290
129
– –
-3,415
130
– –
-2,867
131
– –
-2,015
2 3 4 5
6