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
$184M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$19.9M
3
+$19.6M
4
AAPL icon
Apple
AAPL
+$16.4M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$6.97M

Top Sells

1
+$10.1M
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

Sector Composition

1 Consumer Discretionary 20.78%
2 Technology 18.78%
3 Financials 5.72%
4 Consumer Staples 4.36%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.32%
756
+501
52
$568K 0.31%
+2,012
53
$554K 0.3%
+12,042
54
$554K 0.3%
2,985
+411
55
$551K 0.3%
2,957
+235
56
$534K 0.29%
+1,000
57
$532K 0.29%
+15,918
58
$506K 0.27%
+8,115
59
$460K 0.25%
+1,184
60
$442K 0.24%
+15,355
61
$439K 0.24%
+6,328
62
$431K 0.23%
+2,950
63
$425K 0.23%
+6,820
64
$424K 0.23%
+755
65
$419K 0.23%
+2,802
66
$402K 0.22%
+2,641
67
$400K 0.22%
+2,047
68
$373K 0.2%
+8,064
69
$366K 0.2%
+5,306
70
$356K 0.19%
+3,879
71
$343K 0.19%
+2,177
72
$336K 0.18%
+10,570
73
$329K 0.18%
+938
74
$326K 0.18%
+3,336
75
$324K 0.18%
+884
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3
4 5