AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $209M
1-Year Est. Return 17.68%
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Sells

1 +$1.33M
2 +$1.04M
3 +$526K
4
JPM icon
JPMorgan Chase
JPM
+$483K
5
DRI icon
Darden Restaurants
DRI
+$218K

Sector Composition

1 Technology 19.07%
2 Consumer Discretionary 14.58%
3 Financials 5.4%
4 Communication Services 3.91%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WMT icon
76
Walmart
WMT
$896B
$349K 0.17%
3,386
+50
IVW icon
77
iShares S&P 500 Growth ETF
IVW
$66.6B
$342K 0.16%
2,835
CSX icon
78
CSX Corp
CSX
$65.1B
$342K 0.16%
9,630
NVO icon
79
Novo Nordisk
NVO
$211B
$339K 0.16%
6,112
+806
META icon
80
Meta Platforms (Facebook)
META
$1.63T
$316K 0.15%
430
+20
GIS icon
81
General Mills
GIS
$24.5B
$302K 0.14%
5,981
MTB icon
82
M&T Bank
MTB
$29.4B
$293K 0.14%
1,481
Z icon
83
Zillow
Z
$17.4B
$289K 0.14%
3,754
SCZ icon
84
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$288K 0.14%
3,760
GLDM icon
85
SPDR Gold MiniShares Trust
GLDM
$23.9B
$272K 0.13%
+3,560
V icon
86
Visa
V
$636B
$261K 0.12%
764
-29
ORLY icon
87
O'Reilly Automotive
ORLY
$84.3B
$258K 0.12%
+2,393
ACN icon
88
Accenture
ACN
$162B
$257K 0.12%
1,040
+5
MCD icon
89
McDonald's
MCD
$214B
$252K 0.12%
830
AMT icon
90
American Tower
AMT
$82.3B
$252K 0.12%
+1,311
PFE icon
91
Pfizer
PFE
$143B
$251K 0.12%
9,855
ESGE icon
92
iShares ESG Aware MSCI EM ETF
ESGE
$5.55B
$250K 0.12%
5,747
D icon
93
Dominion Energy
D
$51.5B
$248K 0.12%
4,056
+312
DE icon
94
Deere & Co
DE
$127B
$247K 0.12%
+540
DUK icon
95
Duke Energy
DUK
$93.1B
$245K 0.12%
1,981
CL icon
96
Colgate-Palmolive
CL
$63.5B
$238K 0.11%
2,977
GMAY icon
97
FT Vest US Equity Moderate Buffer ETF May
GMAY
$305M
$236K 0.11%
5,840
CBRE icon
98
CBRE Group
CBRE
$47.4B
$233K 0.11%
1,477
USB icon
99
US Bancorp
USB
$77.2B
$233K 0.11%
4,812
ORCL icon
100
Oracle
ORCL
$573B
$231K 0.11%
+822