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
$133M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$1.31M
3
+$747K
4
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$567K
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$539K

Top Sells

1
+$749K
2
+$250K
3
+$226K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$204K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$191K

Sector Composition

1 Technology 22.55%
2 Consumer Discretionary 18.07%
3 Financials 6.64%
4 Healthcare 4.82%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.22%
3,136
77
$286K 0.22%
1,098
+1
78
$272K 0.21%
3,879
79
$248K 0.19%
2,950
-78
80
$243K 0.18%
4,735
81
$241K 0.18%
3,021
82
$235K 0.18%
2,417
83
$230K 0.17%
+3,980
84
$220K 0.17%
+486
85
$218K 0.16%
6,778
86
$217K 0.16%
+2,001
87
$209K 0.16%
+6,531
88
$208K 0.16%
+4,812
89
$201K 0.15%
+7,595
90
$200K 0.15%
17,598
+333
91
– –
-5,411
92
– –
-1,985
93
– –
-5,123
1 2 3
4