AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $216M
1-Year Est. Return 19.46%
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.6M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.04M
3
+$3.35M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.19M
5
COF icon
Capital One
COF
+$3.15M

Top Sells

1
+$29.1M
2
+$17.8M
3
+$16.8M
4
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$13.2M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$4.75M

Sector Composition

1 Financials 26.23%
2 Technology 3.8%
3 Industrials 2.54%
4 Consumer Staples 2.11%
5 Utilities 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331K 0.4%
+1,940
52
$331K 0.4%
+620
53
$329K 0.4%
+6,212
54
$328K 0.4%
+1,922
55
$315K 0.38%
2,103
-3,078
56
$315K 0.38%
+2,669
57
$314K 0.38%
2,009
-2,351
58
$307K 0.37%
+164
59
$297K 0.36%
+25,575
60
$289K 0.35%
+3,567
61
$280K 0.34%
+754
62
$278K 0.34%
+3,342
63
$277K 0.34%
+10,462
64
$276K 0.33%
+3,855
65
$275K 0.33%
+1,823
66
$256K 0.31%
+1,290
67
$256K 0.31%
+7,085
68
$254K 0.31%
+5,000
69
$241K 0.29%
5,309
-16,047
70
$235K 0.28%
+2,963
71
$232K 0.28%
+3,458
72
$227K 0.27%
+7,459
73
$219K 0.27%
+4,396
74
$219K 0.26%
+897
75
$211K 0.26%
255
-501
1 2
3
4 5