AFS
Aft Forsyth & Sober Portfolio holdings
AUM
$297M
This Quarter Return
+6.6%
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
(-8.5%)
Cap. Flow
-$1.99M
Cap. Flow
% of AUM
-15.44%
Top 10 Holdings %
Top 10 Hldgs %
82.35%
Holding
57
New
–
Increased
1
Reduced
8
Closed
29
Top Buys
| 1 |
Apple
AAPL
|
$11.7K |
Top Sells
| 1 |
Amazon
AMZN
|
$236K |
| 2 |
Invesco QQQ Trust
QQQ
|
$139K |
| 3 |
Paycom
PAYC
|
$70K |
| 4 |
Merck
MRK
|
$69K |
| 5 |
CTXS
Citrix Systems Inc
CTXS
|
$67K |
Sector Composition
| 1 | Financials | 4.36% |
| 2 | Technology | 1.36% |
| 3 | Consumer Discretionary | 1.22% |
| 4 | Healthcare | 0.58% |
| 5 | Communication Services | 0.2% |
