AFS
Aft Forsyth & Sober Portfolio holdings
AUM
$297M
This Quarter Return
+14.94%
1 Year Return
+19.66%
3 Year Return
+83.14%
5 Year Return
+128.37%
10 Year Return
–
AUM
$14.1M
AUM Growth
+$14.1M
(+51%)
Cap. Flow
+$3.62M
Cap. Flow
% of AUM
25.69%
Top 10 Holdings %
Top 10 Hldgs %
71.92%
Holding
58
New
37
Increased
12
Reduced
–
Closed
1
Top Buys
| 1 |
Amazon
AMZN
|
$345K |
| 2 |
Invesco QQQ Trust
QQQ
|
$260K |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$234K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$179K |
| 5 |
VanEck High Yield Muni ETF
HYD
|
$169K |
Top Sells
| 1 |
Invesco Fundamental High Yield Corporate Bond ETF
PHB
|
$2K |
Sector Composition
| 1 | Financials | 6.12% |
| 2 | Technology | 4.12% |
| 3 | Healthcare | 3.79% |
| 4 | Consumer Discretionary | 2.45% |
| 5 | Communication Services | 1.43% |
