AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $216M
1-Year Est. Return 19.46%
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$19.9M
3
+$19.6M
4
AAPL icon
Apple
AAPL
+$16.4M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$6.97M

Top Sells

1
+$10.1M
2
+$5.04M
3
+$3.35M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.19M
5
COF icon
Capital One
COF
+$3.15M

Sector Composition

1 Consumer Discretionary 20.78%
2 Technology 18.78%
3 Financials 5.72%
4 Consumer Staples 4.36%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.72%
+22,210
27
$1.29M 0.7%
+48,249
28
$1.26M 0.69%
7,174
+5,842
29
$1.23M 0.67%
+5,349
30
$1.23M 0.67%
4,298
+687
31
$1.21M 0.66%
+4,711
32
$1.08M 0.59%
+8,134
33
$1.04M 0.56%
+9,267
34
$998K 0.54%
+4,285
35
$961K 0.52%
+33,222
36
$950K 0.52%
+2,324
37
$935K 0.51%
+24,930
38
$902K 0.49%
2,124
+706
39
$902K 0.49%
20,836
+15,527
40
$896K 0.49%
+15,546
41
$890K 0.48%
+7,176
42
$781K 0.42%
4,400
+2,391
43
$729K 0.4%
1
44
$717K 0.39%
5,431
+3,328
45
$681K 0.37%
+9,809
46
$673K 0.37%
+1,272
47
$660K 0.36%
+7,902
48
$628K 0.34%
+7,938
49
$621K 0.34%
10,916
-36,599
50
$599K 0.33%
8,463
+1,386
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