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
$9.35M
AUM Growth
-$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.14M
3
+$77.7K

Top Sells

1
+$24.5M
2
+$14.2M
3
+$12.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$10.6M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.01M

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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