Aft, Forsyth & Company, Inc.
AFT, Forsyth & Company, Inc. is a registered investment adviser headquartered in West Palm Beach, Florida. The firm specializes in portfolio management for individuals and small businesses, predominantly serving high net worth individuals. As of its most recent regulatory filings, the firm manages nearly $185 million in assets for approximately 194 clients. AFT, Forsyth & Company, Inc. operates with a small team of 1-2 financial advisors and has been providing investment advisory services for a number of years.
Investment Strategy
AFT, Forsyth & Company, Inc. primarily manages portfolios for individuals and small businesses using a discretionary, asset-based fee structure. Their strategy focuses on diversified allocations across equities (large, mid, and small cap), fixed income, and cash, utilizing both growth and value investment styles and disciplines. Portfolio holdings include a mix of major technology and blue-chip stocks as well as other asset classes, tailored toward client risk tolerance and objectives.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 23.70% | $46.3M | 292,797 | $10.38 | $157.99 | +$14.0M |
M MSFT | MICROSOFT CORP | 4.90% | $9.6M | 19,226 | $121.43 | $497.41 | +$2.3M |
A AAPL | APPLE INC | 4.15% | $8.1M | 39,485 | $56.11 | $205.17 | -$647.2K |
A AMZN | AMAZON COM INC | 3.39% | $6.6M | 30,128 | $83.59 | $219.39 | +$832.0K |
I IGM | ISHARES TR | 3.06% | $6.0M | 53,151 | $31.32 | $112.34 | +$1.1M |