- New Purchases: UPST, SEDG, FLTR, QQQ, AEO, IBDM, ITW, DHR, JEF, IBDN, CRLBF,
- Added Positions: LULU, ASML, IDXX, DOCU, PANW, MSFT, AMZN, COST, SNOW, SHOP, WDAY, LRCX, NOW, MDB, CRM, FB, PFF, OKTA, MA, V, IGV, C, IYF, AXP, BRK.B, TROW, VEEV, ZTS, GS, HD, ISRG, LLY, RBLX, IBB, IYH, PGF, RDVY, VRP,
- Reduced Positions: TTWO, NVDA, SMB, SLV, AAPL, MRK, SHM, HYD, ROKU, LMT, TDOC, GOOG, IJR, SBUX, TXN, JPM, JNJ, SQ, IJH, HYMB, HYG, HDV, GLD, INTC, TEAM, IJT, LVS, IWP, LQD, KO, AMGN, TER, BKNG, AMD, ABNB, PYPL, ABBV, DIS, VZ, PEP, IWN, ABT, RSP,
- Sold Out: IGSB, AAXJ, SPSB, BSV, CSLLY, AFL, MDLZ, NKE, STWD, 6CQ,
For the details of Aft, Forsyth & Company, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/aft%2C+forsyth+%26+company%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Aft, Forsyth & Company, Inc.- Apple Inc (AAPL) - 67,080 shares, 5.10% of the total portfolio. Shares reduced by 1.64%
- NVIDIA Corp (NVDA) - 38,269 shares, 4.26% of the total portfolio. Shares reduced by 2.1%
- Amazon.com Inc (AMZN) - 2,123 shares, 3.75% of the total portfolio. Shares added by 2.02%
- Microsoft Corp (MSFT) - 24,591 shares, 3.72% of the total portfolio. Shares added by 2.20%
- Mastercard Inc (MA) - 13,541 shares, 2.53% of the total portfolio. Shares added by 1.26%
Aft, Forsyth & Company, Inc. initiated holding in Upstart Holdings Inc. The purchase prices were between $113.09 and $336.34, with an estimated average price of $196.85. The stock is now traded at around $324.445000. The impact to a portfolio due to this purchase was 0.75%. The holding were 4,400 shares as of 2021-09-30.
New Purchase: SolarEdge Technologies Inc (SEDG)Aft, Forsyth & Company, Inc. initiated holding in SolarEdge Technologies Inc. The purchase prices were between $236.56 and $299.81, with an estimated average price of $272.48. The stock is now traded at around $343.330000. The impact to a portfolio due to this purchase was 0.48%. The holding were 3,370 shares as of 2021-09-30.
New Purchase: VanEck Investment Grade Floating Rate ETF (FLTR)Aft, Forsyth & Company, Inc. initiated holding in VanEck Investment Grade Floating Rate ETF. The purchase prices were between $25.31 and $25.38, with an estimated average price of $25.34. The stock is now traded at around $25.340100. The impact to a portfolio due to this purchase was 0.46%. The holding were 33,896 shares as of 2021-09-30.
New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)Aft, Forsyth & Company, Inc. initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $398.119900. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,350 shares as of 2021-09-30.
New Purchase: American Eagle Outfitters Inc (AEO)Aft, Forsyth & Company, Inc. initiated holding in American Eagle Outfitters Inc. The purchase prices were between $25.8 and $37.61, with an estimated average price of $31.79. The stock is now traded at around $26.390000. The impact to a portfolio due to this purchase was 0.22%. The holding were 16,000 shares as of 2021-09-30.
New Purchase: iShares iBonds Dec 2021 Term Corporate ETF (IBDM)Aft, Forsyth & Company, Inc. initiated holding in iShares iBonds Dec 2021 Term Corporate ETF. The purchase prices were between $24.71 and $24.74, with an estimated average price of $24.72. The stock is now traded at around $24.720600. The impact to a portfolio due to this purchase was 0.22%. The holding were 16,580 shares as of 2021-09-30.
Added: Lululemon Athletica Inc (LULU)Aft, Forsyth & Company, Inc. added to a holding in Lululemon Athletica Inc by 47.91%. The purchase prices were between $364.23 and $432.61, with an estimated average price of $399.87. The stock is now traded at around $463.820000. The impact to a portfolio due to this purchase was 0.34%. The holding were 4,785 shares as of 2021-09-30.
Added: ASML Holding NV (ASML)Aft, Forsyth & Company, Inc. added to a holding in ASML Holding NV by 71.33%. The purchase prices were between $673.69 and $889.33, with an estimated average price of $785.63. The stock is now traded at around $852.640000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,028 shares as of 2021-09-30.
Added: IDEXX Laboratories Inc (IDXX)Aft, Forsyth & Company, Inc. added to a holding in IDEXX Laboratories Inc by 65.01%. The purchase prices were between $621.9 and $705.76, with an estimated average price of $671.83. The stock is now traded at around $632.220000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,193 shares as of 2021-09-30.
Added: Lam Research Corp (LRCX)Aft, Forsyth & Company, Inc. added to a holding in Lam Research Corp by 40.63%. The purchase prices were between $565.97 and $649.78, with an estimated average price of $608.7. The stock is now traded at around $607.800000. The impact to a portfolio due to this purchase was 0.06%. The holding were 675 shares as of 2021-09-30.
Added: Okta Inc (OKTA)Aft, Forsyth & Company, Inc. added to a holding in Okta Inc by 39.26%. The purchase prices were between $228.93 and $271.75, with an estimated average price of $248.53. The stock is now traded at around $260.380000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,206 shares as of 2021-09-30.
Sold Out: ISHARES TRUST (IGSB)Aft, Forsyth & Company, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $54.44 and $54.69, with an estimated average price of $54.57.
Sold Out: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)Aft, Forsyth & Company, Inc. sold out a holding in iShares MSCI All Country Asia ex Japan Index Fund. The sale prices were between $84.02 and $93.84, with an estimated average price of $88.44.
Sold Out: SPDR Portfolio Short Term Corporate Bond ETF (SPSB)Aft, Forsyth & Company, Inc. sold out a holding in SPDR Portfolio Short Term Corporate Bond ETF. The sale prices were between $31.18 and $31.27, with an estimated average price of $31.23.
Sold Out: Vanguard Short-Term Bond ETF (BSV)Aft, Forsyth & Company, Inc. sold out a holding in Vanguard Short-Term Bond ETF. The sale prices were between $81.75 and $82.18, with an estimated average price of $81.96.
Sold Out: CSL Ltd (CSLLY)Aft, Forsyth & Company, Inc. sold out a holding in CSL Ltd. The sale prices were between $101.72 and $114.56, with an estimated average price of $109.01.
Sold Out: Aflac Inc (AFL)Aft, Forsyth & Company, Inc. sold out a holding in Aflac Inc. The sale prices were between $51.35 and $57.52, with an estimated average price of $54.68.
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