AFS
Aft Forsyth & Sober Portfolio holdings
AUM
$297M
This Quarter Return
+4.62%
1 Year Return
+19.66%
3 Year Return
+83.14%
5 Year Return
+128.37%
10 Year Return
–
AUM
$304M
AUM Growth
+$304M
(+4.2%)
Cap. Flow
+$4.57M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
51.07%
Holding
80
New
1
Increased
8
Reduced
8
Closed
1
Top Buys
| 1 |
Broadcom
AVGO
|
$3.42M |
| 2 |
NVIDIA
NVDA
|
$1.55M |
| 3 |
Blackstone
BX
|
$398K |
| 4 |
American Tower
AMT
|
$257K |
| 5 |
Exxon Mobil
XOM
|
$46.9K |
Top Sells
Sector Composition
| 1 | Technology | 21.24% |
| 2 | Financials | 9.69% |
| 3 | Energy | 7.04% |
| 4 | Healthcare | 4.82% |
| 5 | Communication Services | 2.7% |
