AFM
Armstrong Fleming & Moore Portfolio holdings
AUM
$184M
This Quarter Return
+7.76%
1 Year Return
+25.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+123%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
55.65%
Top 10 Holdings %
Top 10 Hldgs %
61.68%
Holding
166
New
87
Increased
16
Reduced
2
Closed
60
Top Buys
| 1 |
CAVA Group
CAVA
|
$30.3M |
| 2 |
T. Rowe Price Blue Chip Growth ETF
TCHP
|
$19.9M |
| 3 |
Capital Group International Focus Equity ETF
CGXU
|
$19.6M |
| 4 |
Apple
AAPL
|
$16.4M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
$6.97M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$10.1M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.04M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.35M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$3.19M |
| 5 |
Capital One
COF
|
$3.15M |
Sector Composition
| 1 | Consumer Discretionary | 20.78% |
| 2 | Technology | 18.78% |
| 3 | Financials | 5.72% |
| 4 | Consumer Staples | 4.36% |
| 5 | Communication Services | 4.26% |
