AFS

Aft Forsyth & Sober Portfolio holdings

AUM $323M
1-Year Est. Return 25.65%
This Quarter Est. Return
1 Year Est. Return
+25.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.35M
AUM Growth
-$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.81M
3
+$54K

Top Sells

1
+$20.8M
2
+$13.8M
3
+$11.9M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$10.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.13M

Sector Composition

1 Financials 5.17%
2 Healthcare 0.58%
3 Consumer Staples 0%
4 Industrials 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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