AFS
Aft Forsyth & Sober Portfolio holdings
AUM
$297M
This Quarter Return
-1.1%
1 Year Return
+19.66%
3 Year Return
+83.14%
5 Year Return
+128.37%
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(-1.7%)
Cap. Flow
+$38.5K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
51.8%
Holding
84
New
1
Increased
–
Reduced
–
Closed
1
Top Buys
| 1 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$1.29M |
Top Sells
| 1 |
CHK
Chesapeake Energy Corporation
CHK
|
$1.26M |
Sector Composition
| 1 | Energy | 12.52% |
| 2 | Financials | 9.55% |
| 3 | Technology | 9.38% |
| 4 | Healthcare | 6.86% |
| 5 | Industrials | 2.7% |
