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
$156M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$474K
3
+$339K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$334K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$306K

Top Sells

1
+$1.22M
2
+$928K
3
+$505K
4
BIIB icon
Biogen
BIIB
+$374K
5
WPC icon
W.P. Carey
WPC
+$348K

Sector Composition

1 Consumer Discretionary 22.76%
2 Technology 20.9%
3 Financials 5.39%
4 Consumer Staples 4.58%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.35%
3,167
+4
52
$537K 0.34%
19,985
53
$519K 0.33%
2,012
-52
54
$503K 0.32%
1,684
55
$494K 0.32%
1,880
56
$491K 0.31%
6,927
-3,210
57
$472K 0.3%
3,034
-127
58
$466K 0.3%
9,805
+116
59
$429K 0.27%
2,831
60
$427K 0.27%
1,000
61
$414K 0.27%
1,243
-379
62
$402K 0.26%
393
63
$378K 0.24%
5,982
-834
64
$371K 0.24%
3,000
65
$351K 0.23%
1,019
+2
66
$342K 0.22%
776
-24
67
$338K 0.22%
8,149
68
$336K 0.22%
12,009
-126
69
$322K 0.21%
9,630
-122
70
$315K 0.2%
1,037
-26
71
$306K 0.2%
+10,570
72
$301K 0.19%
2,391
73
$301K 0.19%
3,879
74
$296K 0.19%
2,950
75
$289K 0.19%
2,977
-44
1 2
3
4