AFM
Armstrong Fleming & Moore Portfolio holdings
AUM
$184M
1-Year Est. Return
25.13%
1 Year Est. Return
+25.13%
AUM
$184M
AUM Growth
+$102M
(+123%)
Holding
166
Top Buys
| 1 | +$30.3M | |
| 2 | +$19.9M | |
| 3 | +$19.6M | |
| 4 |
Apple
AAPL
|
+$16.4M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$6.97M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$5.04M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
SoFi Technologies
SOFI
$31.8B
| – | – |
-25,575
|
|
||
152
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
| – | – |
-50,998
|
|
||
153
SPDR S&P 500 ETF Trust
SPY
$660B
| – | – |
-4,827
|
|
||
154
Synchrony
SYF
$25.8B
| – | – |
-6,212
|
|
||
155
Unilever
UL
$155B
| – | – |
-3,890
|
|
||
156
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
| – | – |
-4,096
|
|
||
157
Vanguard Mid-Cap ETF
VO
$87.5B
| – | – |
-1,495
|
|
||
158
Vanguard Utilities ETF
VPU
$8.04B
| – | – |
-1,940
|
|
||
159
Vanguard Growth ETF
VUG
$195B
| – | – |
-754
|
|
||
160
Vanguard High Dividend Yield ETF
VYM
$64.9B
| – | – |
-5,430
|
|
||
161
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-4,590
|
|
||
162
Financial Select Sector SPDR Fund
XLF
$53.7B
| – | – |
-4,396
|
|
||
163
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-2,841
|
|
||
164
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
| – | – |
-11,993
|
|
||
165
Utilities Select Sector SPDR Fund
XLU
$22.5B
| – | – |
-5,018
|
|
||
166
Zscaler
ZS
$47.5B
| – | – |
-1,290
|
|