AFM
Armstrong Fleming & Moore Portfolio holdings
AUM
$184M
1-Year Est. Return
25.13%
1 Year Est. Return
+25.13%
AUM
$82.6M
AUM Growth
-$82.4M
(-50%)
Holding
156
Top Buys
| 1 | +$11.1M | |
| 2 | +$5.04M | |
| 3 | +$3.35M | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$3.19M |
| 5 |
Capital One
COF
|
+$3.15M |
Top Sells
| 1 | +$29.1M | |
| 2 | +$17.8M | |
| 3 | +$16.8M | |
| 4 |
T. Rowe Price Blue Chip Growth ETF
TCHP
|
+$13.2M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$4.75M |
Sector Composition
| 1 | Financials | 26.23% |
| 2 | Technology | 3.8% |
| 3 | Industrials | 2.54% |
| 4 | Consumer Staples | 2.11% |
| 5 | Utilities | 2.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Walmart
WMT
$859B
| – | – |
-3,336
|
|
||
152
W.P. Carey
WPC
$15B
| – | – |
-9,254
|
|
||
153
Zillow
Z
$17.7B
| – | – |
-3,754
|
|
||
154
GE Vernova
GEV
$163B
| – | – |
-1,114
|
|
||
|
CGIC
155
Capital Group International Core Equity ETF
CGIC
$565M
| – | – |
-13,536
|
|
||
|
CGNG
156
Capital Group New Geography Equity ETF
CGNG
$871M
| – | – |
-9,134
|
|