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
$165M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$651K
2 +$605K
3 +$326K
4
CGIC
Capital Group International Core Equity ETF
CGIC
+$325K
5
COIN icon
Coinbase
COIN
+$233K

Top Sells

1 +$2.37M
2 +$1.56M
3 +$1.26M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$381K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$378K

Sector Composition

1 Consumer Discretionary 22.99%
2 Technology 21.62%
3 Financials 6.04%
4 Consumer Staples 4.41%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-209
102
-703