AFM
Armstrong Fleming & Moore Portfolio holdings
AUM
$216M
1-Year Est. Return
19.46%
This Fund
S&P 500
1 Year Est. Return
+19.46%
AUM
$216M
AUM Growth
+$7.16M
(+3.4%)
Holding
113
Top Buys
| 1 | +$2.47M | |
| 2 | +$1.94M | |
| 3 | +$1.54M | |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
+$619K |
| 5 |
Micron Technology
MU
|
+$231K |
Top Sells
| 1 | +$722K | |
| 2 | +$623K | |
| 3 | +$549K | |
| 4 |
Blackstone
BX
|
+$488K |
| 5 |
Coinbase
COIN
|
+$432K |
Sector Composition
| 1 | Technology | 18.95% |
| 2 | Consumer Discretionary | 14.11% |
| 3 | Financials | 4.79% |
| 4 | Communication Services | 3.89% |
| 5 | Industrials | 3.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Consolidated Edison
ED
$40.7B
| $207K | 0.1% |
2,089
|
|
||
102
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
| $206K | 0.1% |
2,165
+14
|
|
||
103
Corning
GLW
$125B
| $204K | 0.09% |
2,325
-124
|
|
||
104
Capital Group Core Bond ETF
CGCB
$4.3B
| $201K | 0.09% |
7,595
|
|
||
105
Lumen
LUMN
$7.16B
| $86.6K | 0.04% |
11,145
+145
|
|
||
106
iShares ESG Advanced MSCI USA ETF
USXF
$1.23B
| – | – |
-3,782
|
|
||
107
Accenture
ACN
$131B
| – | – |
-1,040
|
|
||
|
108
Blackstone
BX
$89.5B
| – | – |
-2,858
|
|
||
|
109
Coinbase
COIN
$55.4B
| – | – |
-1,280
|
|
||
110
Deere & Co
DE
$167B
| – | – |
-540
|
|
||
111
JPMorgan Equity Premium Income ETF
JEPI
$44.4B
| – | – |
-10,916
|
|
||
112
Oracle
ORCL
$439B
| – | – |
-822
|
|
||
113
Air Products & Chemicals
APD
$61.1B
| – | – |
-2,012
|
|