Aft, Forsyth & Company, Inc. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
400 Royal Palm Way Palm Beach, FL 33480
As of the latest 13F report, the guru’s equity portfolio contained 139 stocks valued at a total of $124.00Mil. The top holdings were AAPL(4.93%), NVDA(4.48%), and MSFT(4.42%).
According to GuruFocus data, these were Aft, Forsyth & Company, Inc.’s top five trades of the quarter.
Vanguard Short-Term Inflation-Protected Securities
The guru established a new position worth 7,150 shares in NAS:VTIP, giving the stock a 0.29% weight in the equity portfolio. Shares traded for an average price of $49.9 during the quarter.
On 07/28/2022, Vanguard Short-Term Inflation-Protected Securities traded for a price of $50.15 per share and a market cap of $20.99Bil. The stock has returned 1.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Apple Inc
Aft, Forsyth & Company, Inc. reduced their investment in NAS:AAPL by 2,433 shares. The trade had a 0.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $151.81.
On 07/28/2022, Apple Inc traded for a price of $157.3042 per share and a market cap of $2,528.54Bil. The stock has returned 8.37% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 25.35, a price-book ratio of 37.59, a price-earnings-to-growth (PEG) ratio of 1.79, a EV-to-Ebitda ratio of 19.52 and a price-sales ratio of 6.71.
The price-to-GF Value ratio is 0.94, earning the stock a GF Value rank of 6.
Upstart Holdings Inc
The guru sold out of their 3,870-share investment in NAS:UPST. Previously, the stock had a 0.27% weight in the equity portfolio. Shares traded for an average price of $60.34 during the quarter.
On 07/28/2022, Upstart Holdings Inc traded for a price of $24.23 per share and a market cap of $2.04Bil. The stock has returned -80.27% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Upstart Holdings Inc has a price-earnings ratio of 15.36, a price-book ratio of 2.44 and a price-sales ratio of 2.34.
Shopify Inc
The guru sold out of their 5,710-share investment in NYSE:SHOP. Previously, the stock had a 0.25% weight in the equity portfolio. Shares traded for an average price of $43.1 during the quarter.
On 07/28/2022, Shopify Inc traded for a price of $35.54 per share and a market cap of $44.53Bil. The stock has returned -77.17% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Shopify Inc has a price-earnings ratio of 290.28, a price-book ratio of 4.67, a EV-to-Ebitda ratio of 214.76 and a price-sales ratio of 9.56.
The price-to-GF Value ratio is 0.19, earning the stock a GF Value rank of 2.
Cambria Tail Risk ETF
The guru established a new position worth 16,150 shares in BATS:TAIL, giving the stock a 0.23% weight in the equity portfolio. Shares traded for an average price of $16.9 during the quarter.
On 07/28/2022, Cambria Tail Risk ETF traded for a price of $16.9 per share and a market cap of $486.18Mil. The stock has returned -10.23% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Cambria Tail Risk ETF has a price-earnings ratio of 18.45 and a price-book ratio of 3.55.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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