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
$195M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$513K
3
+$254K
4
INTU icon
Intuit
INTU
+$232K
5
NKE icon
Nike
NKE
+$225K

Top Sells

1
+$756K
2
+$410K
3
+$393K
4
AFIB
Acutus Medical Inc
AFIB
+$371K
5
SLV icon
iShares Silver Trust
SLV
+$324K

Sector Composition

1 Technology 31.6%
2 Healthcare 11.6%
3 Financials 10.89%
4 Consumer Discretionary 10.84%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$215K 0.11%
+3,675
152
$214K 0.11%
956
-250
153
$211K 0.11%
8,375
154
$210K 0.11%
+4,425
155
$205K 0.11%
+2,085
156
$205K 0.11%
2,387
+25
157
$202K 0.1%
4,300
158
– –
-1,800
159
– –
-4,605
160
– –
-15,800
161
– –
-42,000
162
– –
-16,580
3 4 5 6
7