AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
1-Year Est. Return
21.96%
1 Year Est. Return
+21.96%
AUM
$186M
AUM Growth
-$18.3M
(-9%)
Holding
128
Top Buys
| 1 | +$601K | |
| 2 | +$200K | |
| 3 | +$137K | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$83.4K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$53.3K |
Top Sells
| 1 | +$326K | |
| 2 | +$206K | |
| 3 | +$205K | |
| 4 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$202K |
| 5 |
Adobe
ADBE
|
+$183K |
Sector Composition
| 1 | Technology | 38.66% |
| 2 | Financials | 12.21% |
| 3 | Healthcare | 10.7% |
| 4 | Consumer Discretionary | 6.68% |
| 5 | Communication Services | 3.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
IBM
IBM
$287B
| $200K | 0.11% |
+805
|
|
||
127
Intuit
INTU
$189B
| – | – |
-327
|
|
||
128
Keysight
KEYS
$28.7B
| – | – |
-1,275
|
|