AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $209M
1-Year Est. Return 17.68%
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$1.31M
3
+$747K
4
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$567K
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$539K

Top Sells

1
+$749K
2
+$250K
3
+$226K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$204K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$191K

Sector Composition

1 Technology 22.55%
2 Consumer Discretionary 18.07%
3 Financials 6.64%
4 Healthcare 4.82%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.37%
4,872
+865
52
$490K 0.37%
3,159
+4
53
$490K 0.37%
3,161
54
$482K 0.36%
4,658
55
$480K 0.36%
1,622
+1
56
$474K 0.36%
1,880
57
$470K 0.35%
9,650
+250
58
$449K 0.34%
1,733
59
$444K 0.33%
6,816
60
$443K 0.33%
760
61
$420K 0.32%
+15,364
62
$418K 0.32%
8,149
63
$393K 0.3%
3,000
64
$380K 0.29%
1,000
65
$372K 0.28%
1,061
-56
66
$358K 0.27%
2,391
67
$352K 0.27%
1,016
+1
68
$349K 0.26%
12,135
69
$341K 0.26%
800
70
$338K 0.25%
9,751
71
$337K 0.25%
1,137
72
$329K 0.25%
1,249
73
$313K 0.24%
1,200
74
$305K 0.23%
3,621
+13
75
$291K 0.22%
+384
1 2
3
4