$65.9 Million is the total value of Aft, Forsyth & Sober, LLC's 23 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOTL | New | Spdr Doubleline Ttl Rtrnetf | $13,471,000 | – | 268,400 | +100.0% | 20.43% | – |
| VCIT | New | Vanguard Inter. Corp Bond ETFetf | $4,257,000 | – | 47,525 | +100.0% | 6.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Rydex S&P Equal Weight ETF | 15 | Q4 2016 | 18.4% |
| SPDR S&P ETF Trust | 15 | Q4 2016 | 17.8% |
| iShares S&P Mid Cap 400 | 15 | Q4 2016 | 16.9% |
| PowerShares QQQ ETF | 15 | Q4 2016 | 13.0% |
| iShares S&P Small Cap 600 | 15 | Q4 2016 | 13.8% |
| iShares iBoxx Corporate Bond F | 15 | Q4 2016 | 27.4% |
| High Yield Muni Idx ETF | 15 | Q4 2016 | 19.5% |
| iShares S&P Municipal Bond Fun | 15 | Q4 2016 | 16.4% |
| PowerShares High Yield Corpora | 15 | Q4 2016 | 7.6% |
| iShares High Yield Corp Bond F | 15 | Q4 2016 | 5.8% |
View Aft, Forsyth & Sober, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-01-31 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-12 |
| 13F-HR | 2016-05-12 |
| 13F-HR | 2016-02-10 |
| 13F-HR | 2015-11-12 |
| 13F-HR | 2015-08-13 |
| 13F-HR | 2015-05-14 |
| 13F-HR | 2015-02-12 |
| 13F-HR | 2014-11-13 |
View Aft, Forsyth & Sober, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.