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
$103M
AUM Growth
-$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$359K
3
+$284K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$236K
5
NVDA icon
NVIDIA
NVDA
+$90.5K

Top Sells

1
+$338K
2
+$240K
3
+$238K
4
LMT icon
Lockheed Martin
LMT
+$224K
5
Z icon
Zillow
Z
+$201K

Sector Composition

1 Technology 26.44%
2 Financials 7.55%
3 Consumer Discretionary 6.72%
4 Healthcare 6.07%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.43%
1,733
52
$443K 0.43%
1,621
53
$436K 0.42%
6,816
54
$424K 0.41%
4,658
+330
55
$421K 0.41%
1,880
56
$408K 0.4%
760
57
$403K 0.39%
12,135
58
$388K 0.38%
3,161
59
$370K 0.36%
14,736
+1,175
60
$355K 0.34%
940
61
$353K 0.34%
4,007
+158
62
$343K 0.33%
1,117
-61
63
$330K 0.32%
1,000
64
$321K 0.31%
3,000
65
$317K 0.31%
800
66
$310K 0.3%
2,391
67
$307K 0.3%
1,015
+2
68
$300K 0.29%
9,751
+1
69
$300K 0.29%
1,137
70
$291K 0.28%
3,608
+14
71
$253K 0.25%
1,249
72
$252K 0.24%
1,097
73
$251K 0.24%
3,879
74
$250K 0.24%
5,411
-5,152
75
$245K 0.24%
3,136
1 2
3
4