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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$12M
3
+$6.48M
4
WPC icon
W.P. Carey
WPC
+$4.33M
5
SAIC icon
Saic
SAIC
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.11%
2 Financials 7.04%
3 Consumer Discretionary 6.42%
4 Healthcare 6.14%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.45%
+1,733
52
$493K 0.45%
+3,986
53
$456K 0.42%
+1,880
54
$445K 0.41%
+12,135
55
$431K 0.4%
+3,201
56
$414K 0.38%
+940
57
$399K 0.37%
+1,621
58
$398K 0.37%
+3,161
59
$375K 0.35%
+3,605
60
$363K 0.33%
+1,178
61
$357K 0.33%
+760
62
$355K 0.33%
+2,391
63
$350K 0.32%
+4,328
64
$348K 0.32%
+13,561
65
$339K 0.31%
+1,137
66
$337K 0.31%
+3,849
67
$332K 0.31%
+9,750
68
$332K 0.31%
+1,000
69
$317K 0.29%
+3,594
70
$315K 0.29%
+1,013
71
$315K 0.29%
+800
72
$297K 0.27%
+3,028
73
$279K 0.26%
+3,000
74
$273K 0.25%
+3,879
75
$264K 0.24%
+1,249
1 2
3
4