AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $209M
1-Year Est. Return 17.68%
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$1.31M
3
+$747K
4
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$567K
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$539K

Top Sells

1
+$749K
2
+$250K
3
+$226K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$204K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$191K

Sector Composition

1 Technology 22.55%
2 Consumer Discretionary 18.07%
3 Financials 6.64%
4 Healthcare 4.82%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.79%
62,711
-1,629
27
$1.04M 0.79%
18,166
+30
28
$941K 0.71%
19,000
+900
29
$896K 0.68%
6,360
30
$891K 0.67%
23,646
-1,803
31
$888K 0.67%
5,229
-48
32
$876K 0.66%
5,355
-150
33
$868K 0.65%
7,961
-97
34
$864K 0.65%
24,930
35
$855K 0.64%
8,787
-367
36
$811K 0.61%
8,371
-619
37
$699K 0.53%
24,687
+9,951
38
$683K 0.51%
7,566
39
$668K 0.5%
3,183
+1
40
$655K 0.49%
1,684
41
$615K 0.46%
10,118
42
$600K 0.45%
2,595
-52
43
$596K 0.45%
8,473
+552
44
$565K 0.43%
2,064
45
$562K 0.42%
13,537
+219
46
$546K 0.41%
3,986
47
$539K 0.41%
+19,911
48
$501K 0.38%
8,498
+1
49
$501K 0.38%
29,157
-5,593
50
$498K 0.38%
9,866
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