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
$172M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.07M
3
+$795K
4
Z icon
Zillow
Z
+$240K
5
CARR icon
Carrier Global
CARR
+$237K

Top Sells

1
+$4.95M
2
+$556K
3
+$287K
4
COIN icon
Coinbase
COIN
+$222K
5
WPC icon
W.P. Carey
WPC
+$207K

Sector Composition

1 Consumer Discretionary 23.57%
2 Technology 20.51%
3 Financials 5.44%
4 Consumer Staples 4.39%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.34%
7,398
-523
52
$559K 0.33%
1,969
+89
53
$555K 0.32%
3,002
-32
54
$552K 0.32%
6,535
-392
55
$549K 0.32%
19,985
56
$546K 0.32%
1,684
57
$540K 0.31%
2,735
-432
58
$522K 0.3%
9,806
+1
59
$504K 0.29%
2,831
60
$470K 0.27%
1,000
61
$463K 0.27%
1,183
-60
62
$459K 0.27%
3,000
63
$442K 0.26%
5,981
-1
64
$426K 0.25%
3,119
+600
65
$422K 0.25%
8,149
66
$383K 0.22%
776
67
$381K 0.22%
1,078
+41
68
$363K 0.21%
895
-124
69
$362K 0.21%
12,509
+500
70
$357K 0.21%
2,950
71
$350K 0.2%
3,879
72
$333K 0.19%
9,630
73
$332K 0.19%
1,089
74
$328K 0.19%
394
+1
75
$319K 0.19%
1,250
+71
1 2
3
4 5