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  Name: AFT, FORSYTH & COMPANY, INC.
  City: PALM BEACH
  State: FL
  Zip: 33480
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $175,510,000
  Total Value Change : $16,584,000
  Securities Held Change : 2
   
All Securities Held : 137
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 40
  Unchanged Positions : 23
  Decreased Positions : 69

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BA)1 Year Chart         BA Boeing Co 83 New $184.78 $495,000 2,565 0.28% 495,000 2,565 0    Aerospace/Defense - M...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 97 New $349.32 $385,000 1,201 0.22% 385,000 1,201 0.001    N/A
   (TOST)1 Year Chart         TOST Toast, Inc. 101 New $26.53 $356,000 14,300 0.2% 356,000 14,300 0.003    N/A
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 114 New $0.00 $297,000 5,473 0.17% 297,000 5,473 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 135 New $124.63 $211,000 1,680 0.12% 211,000 1,680 0    Application Software

      5 Records Found
  1    
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