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
$172M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.07M
3
+$795K
4
Z icon
Zillow
Z
+$240K
5
CARR icon
Carrier Global
CARR
+$237K

Top Sells

1
+$4.95M
2
+$556K
3
+$287K
4
COIN icon
Coinbase
COIN
+$222K
5
WPC icon
W.P. Carey
WPC
+$207K

Sector Composition

1 Consumer Discretionary 23.57%
2 Technology 20.51%
3 Financials 5.44%
4 Consumer Staples 4.39%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.67%
5,210
-145
27
$1.12M 0.65%
32,710
+4,167
28
$1.07M 0.62%
48,479
-4,148
29
$1.06M 0.62%
6,360
30
$1.03M 0.6%
16,280
-1,074
31
$980K 0.57%
21,827
-2,393
32
$970K 0.57%
24,930
33
$937K 0.55%
25,183
34
$920K 0.54%
8,411
-39
35
$912K 0.53%
4,410
+2
36
$904K 0.53%
7,962
37
$901K 0.53%
8,371
38
$897K 0.52%
7,532
+500
39
$889K 0.52%
5,229
40
$837K 0.49%
4,437
+283
41
$715K 0.42%
1,008
42
$710K 0.41%
7,381
-276
43
$691K 0.4%
1
44
$670K 0.39%
756
-74
45
$624K 0.36%
10,492
46
$619K 0.36%
13,714
+107
47
$615K 0.36%
2,595
48
$608K 0.35%
8,461
-81
49
$599K 0.35%
2,012
50
$586K 0.34%
18,874
+148
1
2
3 4 5