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Aft, Forsyth & Company, Inc. Buys Upstart Holdings Inc, SolarEdge Technologies Inc, VanEck Investment Grade Floating Rate ETF, Sells ISHARES TRUST, iShares MSCI All Country Asia ex Japan Index Fund, SPDR Portfolio Short Term Corporate Bond ETF

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Nov 08, 2021
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Investment company Aft, Forsyth & Company, Inc. (Current Portfolio) buys Upstart Holdings Inc, SolarEdge Technologies Inc, VanEck Investment Grade Floating Rate ETF, Lululemon Athletica Inc, PowerShares QQQ Trust Ser 1, sells ISHARES TRUST, iShares MSCI All Country Asia ex Japan Index Fund, SPDR Portfolio Short Term Corporate Bond ETF, Take-Two Interactive Software Inc, Vanguard Short-Term Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Aft, Forsyth & Company, Inc.. As of 2021Q3, Aft, Forsyth & Company, Inc. owns 155 stocks with a total value of $186 million. These are the details of the buys and sells.

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.
  1. Apple Inc (AAPL) - 67,080 shares, 5.10% of the total portfolio. Shares reduced by 1.64%
  2. NVIDIA Corp (NVDA) - 38,269 shares, 4.26% of the total portfolio. Shares reduced by 2.1%
  3. Amazon.com Inc (AMZN) - 2,123 shares, 3.75% of the total portfolio. Shares added by 2.02%
  4. Microsoft Corp (MSFT) - 24,591 shares, 3.72% of the total portfolio. Shares added by 2.20%
  5. Mastercard Inc (MA) - 13,541 shares, 2.53% of the total portfolio. Shares added by 1.26%
New Purchase: Upstart Holdings Inc (UPST)

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.



Here is the complete portfolio of Aft, Forsyth & Company, Inc.. Also check out:

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3. Aft, Forsyth & Company, Inc.'s High Yield stocks
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