AFM

Armstrong Fleming & Moore Portfolio holdings

AUM $236M
1-Year Est. Return 22.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$30.7M
2 +$18.4M
3 +$17.8M
4
AAPL icon
Apple
AAPL
+$16.2M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$6.4M

Top Sells

1 +$10.5M
2 +$5.04M
3 +$3.35M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.19M
5
COF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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