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| Happy Holidays!! thanks for using AUM13F!! |
| AFT Forsyth and Company Inc
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| CRD # | 137404 |
| SEC # | 801-64757 |
| CIK # | 0001512073 |
| AUM | $232.8 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 561-296-6680 |
| Address | 777 S Flagler Dr West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001512073 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 46.3 | ||
| Microsoft Corp | 9.6 | ||
| Apple Inc | 8.1 | ||
| Amazon Com Inc | 6.6 | ||
| VISA Inc | 5.9 | ||
| Lilly Eli & Co | 5.8 | ||
| Intuitive Surgical Inc | 4.9 | ||
| ServiceNow Inc | 4.1 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Facebook Inc | 3.4 | ||
| Alphabet Inc | 3.2 | ||
| Palo Alto Networks Inc | 2.9 | ||
| Salesforce Com Inc | 2.7 | ||
| MercadoLibre Inc | 2.6 | ||
| ARM Holdings PLC /UK | 2.5 | ||
| Home Depot Inc | 2.2 | ||
| Oracle Corp | 1.6 | ||
| Adobe Systems Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 11.0 |
| (b) Individuals (high net worth individuals) | 43 | 221.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 179 | 232.8 |
| By Discretionary | ||
| Discretionary | 179 | 232.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 179 | 232.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.8 | |
| Total | 179 | 232.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512073] |
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