AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $236M
1-Year Est. Return 22.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.5%
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
+$10.1M
2
+$5.17M
3
+$3.53M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.47M
5
COF icon
Capital One
COF
+$3.31M

Top Sells

1
+$29.1M
2
+$18.5M
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
76
$206K 0.25%
1,332
-5,840
77
$201K 0.24%
+4,096
78
$125K 0.15%
+53,766
79
$74.6K 0.09%
+11,135
80
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-1,114
81
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82
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83
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84
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85
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86
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87
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88
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89
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90
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91
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92
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93
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94
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95
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96
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97
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98
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99
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100
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2 3
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5 6