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 09/30/16. The fund's latest filing disclosed 66MM in positions, representing 14% of the manager's regulatory AUM.

AFT FORSYTH & SOBER LLC StockAlpha

-3.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AFT FORSYTH & SOBER LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TOTL 20.43% ETF -2.25% -0.56% 1 3%
HYD 19.51% ETF -9.26% -1.91% 1 3%
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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 ...
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AFT FORSYTH & SOBER LLC Portfolio Concentration

AFT FORSYTH & SOBER LLC Location

4355 LYNX PAW TRAIL
VALRICO, Florida
UNITED STATES, 33596

AFT FORSYTH & SOBER LLC Contact Information

Phone Number: 813-684-9218
Fax Number: 813-684-9274
Website:

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