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
$103M
AUM Growth
-$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$359K
3
+$284K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$236K
5
NVDA icon
NVIDIA
NVDA
+$90.5K

Top Sells

1
+$338K
2
+$240K
3
+$238K
4
LMT icon
Lockheed Martin
LMT
+$224K
5
Z icon
Zillow
Z
+$201K

Sector Composition

1 Technology 26.44%
2 Financials 7.55%
3 Consumer Discretionary 6.72%
4 Healthcare 6.07%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.23%
+4,735
77
$230K 0.22%
1,200
78
$218K 0.21%
3,028
79
$215K 0.21%
3,021
+1
80
$213K 0.21%
2,417
81
$212K 0.21%
2,836
82
$204K 0.2%
1,985
-1,620
83
$187K 0.18%
17,265
-259
84
– –
-4,000
85
– –
-10,357
86
– –
-486
87
– –
-3,969
88
– –
-250
1 2 3
4