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
$244M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$11.3M
3 +$10.7M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.96M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.84M

Sector Composition

1 Financials 8.49%
2 Technology 3.96%
3 Industrials 3.19%
4 Energy 3.05%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,300