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
$165M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$605K
3
+$326K
4
CGIC
Capital Group International Core Equity ETF
CGIC
+$325K
5
COIN icon
Coinbase
COIN
+$233K

Top Sells

1
+$2.37M
2
+$1.56M
3
+$1.26M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$381K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$378K

Sector Composition

1 Consumer Discretionary 22.99%
2 Technology 21.62%
3 Financials 6.04%
4 Consumer Staples 4.41%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.69%
5,210
27
$1.06M 0.64%
20,379
28
$1.05M 0.64%
46,329
-2,150
29
$1.04M 0.63%
8,368
-43
30
$960K 0.58%
4,251
-159
31
$918K 0.56%
24,930
32
$898K 0.54%
1,008
33
$861K 0.52%
16,128
-152
34
$854K 0.52%
21,356
-471
35
$841K 0.51%
7,553
+172
36
$830K 0.5%
4,360
-2,000
37
$811K 0.49%
8,371
38
$788K 0.48%
5,181
-48
39
$740K 0.45%
7,437
-525
40
$681K 0.41%
4,085
-352
41
$681K 0.41%
1
42
$628K 0.38%
10,916
+424
43
$606K 0.37%
13,961
+247
44
$587K 0.36%
18,781
-93
45
$584K 0.35%
756
46
$584K 0.35%
2,012
47
$581K 0.35%
9,807
+1
48
$579K 0.35%
3,002
49
$577K 0.35%
1,684
50
$567K 0.34%
1,969
1
2
3 4 5