AFM
Armstrong Fleming & Moore Portfolio holdings
AUM
$236M
1-Year Est. Return
22.5%
This Fund
S&P 500
1 Year Est. Return
+22.5%
AUM
$236M
AUM Growth
+$19.1M
(+8.8%)
Holding
112
Top Buys
| 1 | +$2.71M | |
| 2 | +$2.47M | |
| 3 | +$2.43M | |
| 4 |
FEOE
First Eagle Overseas Equity ETF
FEOE
|
+$2.35M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$1.41M |
Top Sells
| 1 | +$827K | |
| 2 | +$299K | |
| 3 | +$256K | |
| 4 |
American Tower
AMT
|
+$230K |
| 5 |
AstraZeneca
AZN
|
+$224K |
Sector Composition
| 1 | Consumer Discretionary | 16.34% |
| 2 | Technology | 16.1% |
| 3 | Financials | 4.19% |
| 4 | Industrials | 3.63% |
| 5 | Energy | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Corteva
CTVA
$53.9B
| $226K | 0.1% |
+2,698
|
|
||
102
O'Reilly Automotive
ORLY
$78.4B
| $221K | 0.09% |
2,393
|
|
||
103
Capital Group Dividend Growers ETF
CGDG
$4.74B
| $218K | 0.09% |
+6,084
|
|
||
|
CGGE
104
Capital Group Global Equity ETF
CGGE
$2.32B
| $216K | 0.09% |
7,090
|
|
||
105
CBRE Group
CBRE
$44.4B
| $211K | 0.09% |
1,554
+77
|
|
||
106
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.5B
| $207K | 0.09% |
2,165
|
|
||
107
Sempra
SRE
$61.4B
| $203K | 0.09% |
+2,086
|
|
||
108
Lumen
LUMN
$8.83B
| $77.5K | 0.03% |
11,147
+2
|
|
||
|
109
American Tower
AMT
$85B
| – | – |
-1,311
|
|
||
110
Capital Group Core Bond ETF
CGCB
$4.7B
| – | – |
-7,595
|
|
||
111
Novo Nordisk
NVO
$180B
| – | – |
-5,878
|
|
||
112
Zillow
Z
$10.7B
| – | – |
-3,754
|
|