AFT FORSYTH & SOBER LLC Overview
Aft Forsyth & Sober Llc is an investment advisor that manages 468.2 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 266MM in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 266MM in positions, representing 57% of the manager's regulatory AUM.
AFT FORSYTH & SOBER LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AFT FORSYTH & SOBER LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RSP | 7.56% | ETF | 5.55% | -0.07% | 0 | 0% | ||
| SPY | 7.38% | ETF | 6.19% | 0% | 0 | 0% | ||
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FEATURED IN
AFT FORSYTH & SOBER LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Larry N. Aft | Managing Member | January-2012 |
| Joseph D. Forsyth | Chief Compliance Officer | January-2012 |
| Charles T. Sober | President/Principal | January-2012 |
| Janet G. Sober | Owner/Member | January-2012 |
AFT FORSYTH & SOBER LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AFT FORSYTH & SOBER LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves the risk of loss of Principle Value that clients should be prepared to bear. Accounts are primarily invested in three major asset categories: Cash, Fixed Income and Equities. Each major category can and usually does have various and many sub allocations/categories. During periods of market stress, allocations to asset categories and subcategories can change dramatically and quickly. Strategic Cash management is one of the tools used to assist in protecting principal values. Accounts are NOT benchmarked to try to “beat some index” but rather operate on a Total Return Goal and Objective basis. Clients assume the responsibility to adequately inform their Investment Advisor to any change in their financial status that would necessitate a change in asset allocation/account management.
AFS combines the use of fundamental, technical, general market and economic analysis for ...
Unlock Full Investment Process Description
Investing in securities involves the risk of loss of Principle Value that clients should be prepared to bear. Accounts are primarily invested in three major asset categories: Cash, Fixed Income and Equities. Each major category can and usually does have various and many sub allocations/categories. During periods of market stress, allocations to asset categories and subcategories can change dramatically and quickly. Strategic Cash management is one of the tools used to assist in protecting principal values. Accounts are NOT benchmarked to try to “beat some index” but rather operate on a Total Return Goal and Objective basis. Clients assume the responsibility to adequately inform their Investment Advisor to any change in their financial status that would necessitate a change in asset allocation/account management.
AFS combines the use of fundamental, technical, general market and economic analysis for ...
Unlock Full Investment Process Description
AFT FORSYTH & SOBER LLC Portfolio Concentration
AFT FORSYTH & SOBER LLC Location
4355 LYNX PAW TRAIL
VALRICO, Florida
UNITED STATES, 33596
VALRICO, Florida
UNITED STATES, 33596
AFT FORSYTH & SOBER LLC Contact Information
Phone Number: 813-684-9218
Fax Number: 813-684-9274
Website: null
Fax Number: 813-684-9274
Website: null
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