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AFC
AFT Forsyth & Company Portfolio holdings
AUM
$212M
1-Year Est. Return
27.94%
This Fund
S&P 500
This Quarter
Est. Return
-0.1%
1 Year Est. Return
+27.94%
3 Year Est. Return
+121.67%
5 Year Est. Return
+156.33%
10 Year Est. Return
–
AUM
$70M
AUM Growth
–
Cap. Flow
+$71M
Cap. Flow
% of AUM
101.49%
Top 10 Holdings %
Top 10 Hldgs %
24.42%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.54M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
+$2.5M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$2.36M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$2.35M |
| 5 |
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
|
+$1.66M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.43% |
| 2 | Consumer Staples | 7.86% |
| 3 | Healthcare | 6.93% |
| 4 | Technology | 6.61% |
| 5 | Consumer Discretionary | 5.17% |
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AFT Forsyth & Company's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for AFT Forsyth & Company, which disclosed 297 positions worth $70M. Its ten largest holdings account for 24% of the portfolio.
Its largest position is iShares iBoxx $ High Yield Corporate Bond ETF: 26,999 shares worth $2.45M.
By sector, the portfolio is most concentrated in Financials at 13% of assets, followed by Consumer Staples and Healthcare.
- AFT Forsyth & Company's largest Q2 2013 buy was iShares iBoxx $ High Yield Corporate Bond ETF: 26,999 shares worth $2.45M.
- AFT Forsyth & Company's ten largest holdings make up 24% of its $70M portfolio in Q2 2013.
- AFT Forsyth & Company disclosed 297 positions in Q2 2013, its first 13F filing on record.
Based on AFT Forsyth & Company's 13F filing for Q2 2013, filed 12 Aug 2013.