AFS
Aft Forsyth & Sober Portfolio holdings
AUM
$297M
1-Year Return
19.66%
This Quarter Return
+6.01%
1 Year Return
+19.66%
3 Year Return
+83.14%
5 Year Return
+128.37%
10 Year Return
–
AUM
$452M
AUM Growth
+$25M
(+5.9%)
Cap. Flow
+$614K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
85.76%
Holding
49
New
–
Increased
10
Reduced
13
Closed
6
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.35M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.08M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$913K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$850K |
| 5 |
Invesco QQQ Trust
QQQ
|
$470K |
Top Sells
Sector Composition
| 1 | Communication Services | 0.09% |
| 2 | Financials | 0.08% |
| 3 | Healthcare | 0.02% |
| 4 | Industrials | 0.01% |
| 5 | Technology | 0.01% |
