AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $184M
1-Year Est. Return 25.13%
This Quarter Est. Return
1 Year Est. Return
+25.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$359K
3
+$284K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$236K
5
NVDA icon
NVIDIA
NVDA
+$90.5K

Top Sells

1
+$338K
2
+$240K
3
+$238K
4
LMT icon
Lockheed Martin
LMT
+$224K
5
Z icon
Zillow
Z
+$201K

Sector Composition

1 Technology 26.44%
2 Financials 7.55%
3 Consumer Discretionary 6.72%
4 Healthcare 6.07%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$906K 0.88%
18,136
-1,465
27
$894K 0.87%
5,277
28
$884K 0.86%
9,154
-70
29
$839K 0.81%
6,360
-240
30
$830K 0.8%
8,058
-385
31
$825K 0.8%
25,449
-962
32
$787K 0.76%
18,100
+2,080
33
$776K 0.75%
8,990
34
$772K 0.75%
5,505
35
$749K 0.73%
5,123
36
$741K 0.72%
1,684
37
$662K 0.64%
24,930
38
$613K 0.59%
7,566
39
$588K 0.57%
3,182
+2
40
$585K 0.57%
2,064
41
$580K 0.56%
10,118
-138
42
$556K 0.54%
34,750
43
$530K 0.51%
9,866
-60
44
$521K 0.5%
2,647
45
$518K 0.5%
13,318
+100
46
$510K 0.49%
7,921
47
$504K 0.49%
3,986
48
$476K 0.46%
8,497
+1
49
$473K 0.46%
8,149
50
$470K 0.46%
3,155
-46
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