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
76
$316K 0.17%
+394
77
$314K 0.17%
+9,630
78
$312K 0.17%
+2,835
79
$310K 0.17%
+5,981
80
$309K 0.17%
+1,035
81
$303K 0.16%
+410
82
$287K 0.16%
+1,481
83
$285K 0.15%
+9,794
84
$282K 0.15%
+793
85
$273K 0.15%
+3,760
86
$271K 0.15%
+2,977
87
$263K 0.14%
+3,754
88
$246K 0.13%
+901
89
$243K 0.13%
+830
90
$239K 0.13%
+9,855
91
$234K 0.13%
+1,981
92
$229K 0.12%
+5,840
93
$225K 0.12%
+5,747
94
$225K 0.12%
+486
95
$218K 0.12%
+1,000
96
$218K 0.12%
+4,812
97
$216K 0.12%
+2,950
98
$212K 0.11%
+3,744
99
$210K 0.11%
+2,089
100
$210K 0.11%
+1,843
2 3
4
5 6