AFS
Aft Forsyth & Sober Portfolio holdings
AUM
$297M
This Quarter Return
+1.72%
1 Year Return
+19.66%
3 Year Return
+83.14%
5 Year Return
+128.37%
10 Year Return
–
AUM
$12.9M
AUM Growth
+$12.9M
(-97%)
Cap. Flow
-$400M
Cap. Flow
% of AUM
-3,114.34%
Top 10 Holdings %
Top 10 Hldgs %
86.08%
Holding
45
New
1
Increased
–
Reduced
14
Closed
26
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$76K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$74.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$72.9M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$50.9M |
| 4 |
Invesco QQQ Trust
QQQ
|
$38.9M |
| 5 |
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% |
