AFS

Aft Forsyth & Sober Portfolio holdings

AUM $330M
1-Year Est. Return 22.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.9M
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$73.6K

Top Sells

1
+$69.6M
2
+$69.2M
3
+$47.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$37M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$35.3M

Sector Composition

1 Financials 2.52%
2 Communication Services 1.17%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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28
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29
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30
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39
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40
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41
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42
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43
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-43,935
44
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