AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $184M
1-Year Est. Return 25.13%
This Quarter Est. Return
1 Year Est. Return
+25.13%
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 +$1.21M
2 +$1.07M
3 +$795K
4
Z icon
Zillow
Z
+$240K
5
CARR icon
Carrier Global
CARR
+$237K

Top Sells

1 +$4.95M
2 +$556K
3 +$287K
4
COIN icon
Coinbase
COIN
+$222K
5
WPC icon
W.P. Carey
WPC
+$207K

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