AFT, FORSYTH & COMPANY, INC.
400 ROYAL PALM WAY, PALM BEACH, Florida, 33480, (561) 296-6680
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 307 |
| New Positions | 24 |
| Increased Positions | 92 |
| Decreased Positions | 47 |
| Positions with Activity | 139 |
| Sold Out Positions | 11 |
| Total Mkt Value (in $ millions) |
69 |
Sector Weighting
| Basic Materials | 0.58% |
| Capital Goods | 2.83% |
| Conglomerates | 0.06% |
| Consumer Cyclical | 0.23% |
| Consumer/Non-Cyclical | 8.73% |
| Energy | 3.17% |
| Financial | 62.45% |
| Healthcare | 5.33% |
| Services | 6.69% |
| Technology | 7.66% |
| Transportation | 0.64% |
| Utilities | 0.53% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
307 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| MARKET VECTORS ETF TR | HG YLD MUN ETF | 2,568 | 30 | 1.18 | 77,200 |
| ISHARES TR | HIGH YLD CORP | 2,561 | 149 | 6.17 | 26,749 |
| ISHARES TR | US PFD STK IDX | 1,998 | 399 | 24.91 | 48,810 |
| ISHARES TR | IBOXX INV CPBD | 1,955 | 87 | 4.67 | 16,239 |
| POWERSHARES GLOBAL ETF TRUST | FDM HG YLD RAFI | 1,670 | 49 | 3.01 | 84,800 |
| ISHARES TR | CORE S&P SCP ETF | 1,542 | 63 | 4.24 | 16,690 |
| SPDR SERIES TRUST | NUVN BRCLY MUNI | 1,256 | 96 | 8.23 | 52,250 |
| MASTERCARD INC | CL A | 1,245 | -9 | (0.7) | 2,129 |
| ISHARES TR | S&P NTL AMTFREE | 1,197 | 78 | 6.92 | 10,810 |
| ISHARES TR | MSCI EMERG MKT | 1,178 | 21 | 1.81 | 27,114 |
| ISHARES TR | RUSSELL MIDCAP | 1,144 | 10 | .90 | 8,443 |
| APPLE INC | COM | 1,130 | 15 | 1.34 | 2,570 |
| CITIGROUP INC | COM NEW | 1,120 | New | 21,683 | |
| PRICE T ROWE GROUP INC | COM | 1,033 | 28 | 2.74 | 13,141 |
| SPDR SERIES TRUST | NUV HGHYLD MUN | 988 | 131 | 15.29 | 16,775 |
| ISHARES TR | CORE TOTUSBD ETF | 976 | -35 | (3.49) | 8,845 |
| ISHARES TR | BARCLYS GOVT CR | 902 | -43 | (4.55) | 7,875 |
| 3M CO | COM | 902 | -1 | (0.12) | 8,052 |
| ISHARES TR | S&P MC 400 GRW | 865 | 12 | 1.44 | 6,347 |
| MICROSOFT CORP | COM | 851 | -35 | (3.93) | 24,427 |
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