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
$165M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$605K
3
+$326K
4
CGIC
Capital Group International Core Equity ETF
CGIC
+$325K
5
COIN icon
Coinbase
COIN
+$233K

Top Sells

1
+$2.37M
2
+$1.56M
3
+$1.26M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$381K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$378K

Sector Composition

1 Consumer Discretionary 22.99%
2 Technology 21.62%
3 Financials 6.04%
4 Consumer Staples 4.41%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.33%
19,985
52
$532K 0.32%
1,000
53
$527K 0.32%
8,462
+1
54
$520K 0.32%
7,398
55
$510K 0.31%
5,924
-1,608
56
$504K 0.31%
9,254
-43,569
57
$493K 0.3%
936
+160
58
$486K 0.29%
2,735
59
$485K 0.29%
2,811
-189
60
$461K 0.28%
8,149
61
$450K 0.27%
6,279
-256
62
$431K 0.26%
2,290
-541
63
$429K 0.26%
1,184
+1
64
$428K 0.26%
2,177
-418
65
$381K 0.23%
5,981
66
$374K 0.23%
1,184
+174
67
$366K 0.22%
1,114
-136
68
$361K 0.22%
1,027
-51
69
$352K 0.21%
4,270
+391
70
$349K 0.21%
897
+2
71
$341K 0.21%
2,950
72
$341K 0.21%
2,641
-478
73
$325K 0.2%
+13,536
74
$322K 0.2%
10,570
75
$316K 0.19%
1,089
1 2
3
4 5