AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $216M
1-Year Est. Return 19.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.03M
3
+$758K
4
USB icon
US Bancorp
USB
+$211K
5
FRT icon
Federal Realty Investment Trust
FRT
+$211K

Top Sells

1
+$4.07M
2
+$533K
3
+$287K
4
COIN icon
Coinbase
COIN
+$222K
5
WPC icon
W.P. Carey
WPC
+$197K

Sector Composition

1 Consumer Discretionary 23.57%
2 Technology 20.51%
3 Financials 5.44%
4 Consumer Staples 4.39%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,653
1 2 3 4
5