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
$167M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$955K
3 +$821K
4
PANW icon
Palo Alto Networks
PANW
+$763K
5
LVS icon
Las Vegas Sands
LVS
+$535K

Top Sells

1 +$527K
2 +$405K
3 +$389K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$384K
5
AKAM icon
Akamai
AKAM
+$306K

Sector Composition

1 Technology 23.92%
2 Consumer Discretionary 11.87%
3 Financials 10.99%
4 Healthcare 10.23%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,223
152
-1,040
153
-900
154
-1,647