Elizabeth Fleming Portfolio
Invests via Armstrong, Fleming & Moore, Inc | Managed by Armstrong, Fleming & Moore, Inc., Elizabeth (Betsy) Fleming
Invests via Armstrong, Fleming & Moore, Inc
Managed by Armstrong, Fleming & Moore, Inc., Elizabeth (Betsy) Fleming
Automatically Tracked
Elizabeth Fleming Profile
Veteran investor and corporate executive with deep experience in private equity, growth-stage investing, and corporate governance. Elizabeth Fleming is known for sourcing technology and healthcare deals, serving on boards, and driving operational improvements at portfolio companies. Background includes an MBA and prior operating roles in finance; investment style emphasizes EBITDA expansion, strategic M&A, and governance-driven value creation.
Veteran investor and corporate executive with deep experience in private equity, growth-stage investing, and corporate governance. Elizabeth Fleming is known for sourcing technology and healthcare deals, serving on boards, and driving operational improvements at portfolio companies. Background includes an MBA and prior operating roles in finance; investment style emphasizes EBITDA expansion, strategic M&A, and governance-driven value creation.
Investment Philosophy & Strategy
Combines a private equity mindset with growth-stage agility, prioritizing investments in technology and healthcare where operational levers and governance can drive EBITDA expansion. Prefers control or meaningful board positions to implement strategic M&A, cost structure improvement, and performance KPIs. Capital allocation favors buyouts and growth rounds with a 3–7 year horizon, disciplined downside protection, active portfolio management, and a bias toward companies where finance-led operating initiatives unlock scalable margins.
Combines a private equity mindset with growth-stage agility, prioritizing investments in technology and healthcare where operational levers and governance can drive EBITDA expansion. Prefers control or meaningful board positions to implement strategic M&A, cost structure improvement, and performance KPIs. Capital allocation favors buyouts and growth rounds with a 3–7 year horizon, disciplined downside protection, active portfolio management, and a bias toward companies where finance-led operating initiatives unlock scalable margins.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
39.33%
Gain
Monthly
0.94%
Yearly
11.93%
Drawdown
20.64%
$256.62M
Equity
Holdings
$256.62M
Investment
$220.06M
$81.86M
Profit -$1.78M
Realized
$45.3M
Unrealized
$36.56M
Dividends
$7.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.78M
Win %
82%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$2.51M
Win %
82%
This Month
Compared to last month
Gain
-0.86%
Profit
-$2.21M
Win %
82%
This Year
Compared to last year
Gain
8.94%
Profit
$21.05M
Win %
81%
GIS General Mills, Inc.
+4.59%
+$10,911.51 
ORLY O'Reilly Automotive Inc.
+3.83%
+$7,573.85 
MRK Merck & Co., Inc.
+3.39%
+$34,348.66 
UNP Union Pacific Corporation
+3.3%
+$50,922.48 
ABBV AbbVie Inc.
+3.17%
+$24,822.18 
O Realty Income Corporation
+2.91%
+$26,724.16 
CL Colgate-Palmolive Company
+2.86%
+$7,818.08 
FMBH First Mid Bancshares Inc.
+2.84%
+$34,528.05 
CSX CSX Corporation
+2.82%
+$13,433.85 
VZ Verizon Communications Inc.
+2.81%
+$24,447.04 
WPC W. P. Carey Inc.
+2.63%
+$13,921.3 
CRM Salesforce Inc
+2.59%
+$6,689.85 
MCD McDonald's Corporation
+2.58%
+$5,685.5 
PEP PepsiCo, Inc.
+2.54%
+$17,533.68 
CHTR Charter Communications Inc
+2.52%
+$7,692.44 
T AT&T Inc.
+2.5%
+$16,659.37 
MA Mastercard Incorporated
+2.36%
+$23,908.58 
KO The Coca-Cola Company
+2.33%
+$16,293.2 
COST Costco Wholesale Corporation
+2.21%
+$63,310.72 
MTB M&T Bank Corporation
+2.19%
+$8,056.64 
FRT Federal Realty Investment Trust
+1.88%
+$6,647 
WMT Walmart Inc.
+1.88%
+$8,154.79 
V Visa Inc. Class A
+1.79%
+$5,626.09 
LLY Eli Lilly and Company
+1.72%
+$18,487.1 
DIS The Walt Disney Company
+1.67%
+$9,169.87 
BMY Bristol-Myers Squibb Company
+1.67%
+$8,834.7 
CVX Chevron Corporation
+1.61%
+$35,518.88 
CTVA Corteva Inc.
+1.6%
+$3,655.79 
PG Procter & Gamble Co
+1.59%
+$31,760.11 
HD The Home Depot, Inc.
+1.59%
+$5,079.28 
XOM Exxon Mobil Corporation
+1.49%
+$46,134.7 
USB U.S. Bancorp
+1.36%
+$4,114.26 
PFE Pfizer Inc.
+1.33%
+$3,256.44 
IQV IQVIA Holdings Inc.
+1.24%
+$5,602.6 
ED Consolidated Edison, Inc.
+1.24%
+$2,861.93 
DUK Duke Energy Corporation
+1.23%
+$2,891.4 
IBM International Business Machines Corporation
+1.21%
+$13,461.5 
MAR Marriott International Inc. - Class A
+1.16%
+$54,357.1 
MSFT Microsoft Corp.
+1.11%
+$19,671.63 
JNJ Johnson & Johnson
+1.05%
+$36,304.87 
SO The Southern Company
+1.04%
+$3,820.82 
AAPL Apple Inc.
+0.97%
+$290,070.85 
AZN AstraZeneca PLC American Depositary Shares
+0.93%
+$2,157.48 
D Dominion Energy, Inc.
+0.9%
+$2,464 
IWD iShares Russell 1000 Value ETF
+0.74%
+$1,961.44 
MMM 3M Company
+0.73%
+$3,116.41 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$3,357.08 
CBRE CBRE Group Inc.
+0.65%
+$1,429.68 
EMR Emerson Electric Co.
+0.59%
+$6,465.42 
HON Honeywell International Inc.
+0.58%
+$2,763.18 
LMT Lockheed Martin Corporation
+0.56%
+$2,824.9 
AMZN Amazon.com Inc
+0.52%
+$12,747.24 
AMP Ameriprise Financial, Inc.
+0.51%
+$2,665 
PNC The PNC Financial Services Group, Inc.
+0.46%
+$3,347.76 
SRE Sempra
+0.24%
+$458.92 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.23%
+$803.03 
CGDG Capital Group Dividend Growers ETF
+0.23%
+$517.14 
NEE NextEra Energy, Inc.
+0.1%
+$566.1 
GOOGL Alphabet Inc
+0.1%
+$2,738.37 
GOOG Alphabet Inc
+0.1%
+$1,847.63 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$768.49 
IWM iShares Russell 2000 ETF
+0.01%
+$21.02 
GLW Corning Incorporated
-10.1%
-$41,001.76 
MU Micron Technology, Inc.
-6.35%
-$70,704.48 
GE General Electric Company
-5.19%
-$90,489.12 
CSCO Cisco Systems, Inc.
-3.35%
-$33,087.78 
CAT Caterpillar Inc.
-3.18%
-$32,685.92 
CAVA Cava Group Inc.
-3.08%
-$780,490.43 
GEV GE Vernova Inc.
-2.82%
-$38,228.75 
NVDA NVIDIA Corporation
-2.77%
-$142,950.3 
ESGE iShares ESG Aware MSCI EM ETF
-2.07%
-$6,272.39 
CGGO Capital Group Global Growth Equity ETF
-1.9%
-$32,753.47 
IAU iShares Gold Trust
-1.68%
-$8,753.92 
CGXU Capital Group International Focus Equity ETF
-1.67%
-$493,561.41 
GLDM SPDR Gold MiniShares Trust
-1.66%
-$4,734.8 
CGNG Capital Group New Geography Equity ETF
-1.61%
-$50,761.02 
AVEM Avantis Emerging Markets Equity ETF
-1.59%
-$384,188.78 
META Meta Platforms Inc Class A
-1.52%
-$4,448.73 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$21,382.56 
LUMN Lumen Technologies Inc.
-1.47%
-$1,055.62 
TSLA Tesla, Inc.
-1.47%
-$32,483.6 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.37%
-$390,292.43 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.19%
-$6,423.76 
IWO iShares Russell 2000 Growth ETF
-1.08%
-$17,748.96 
RTX RTX Corporation
-1.08%
-$6,224.53 
CGGR Capital Group Growth ETF
-1.02%
-$23,763.3 
WBD Warner Bros. Discovery, Inc.
-1.01%
-$3,071.2 
CGIC Capital Group International Core Equity ETF
-0.95%
-$7,073.02 
CGGE Capital Group Global Equity ETF
-0.79%
-$1,949.75 
EFA iShares MSCI EAFE ETF
-0.77%
-$3,105.69 
SAIC Science Applications International Corporation Common Stock
-0.77%
-$20,759.24 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.74%
-$1,667.05 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$5,644.12 
PLTR Palantir Technologies Inc.
-0.72%
-$20,280 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$4,028.67 
JPM JPMorgan Chase & Co.
-0.54%
-$15,589.34 
CGBL Capital Group Core Balanced ETF
-0.52%
-$3,740.88 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.47%
-$1,857.18 
CGUS Capital Group Core Equity ETF
-0.34%
-$7,433.32 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.3%
-$1,806.3 
CGDV Capital Group Dividend Value ETF
-0.21%
-$29,590.58 
BUFR FT Vestladder Buffer ETF-USD I
-0.2%
-$760.27 
FEOE First Eagle Overseas Equity ETF
-0.2%
-$4,990.59 
GPRK GeoPark Ltd.
-0.2%
-$4,619.36 
CGMU Capital Group Municipal Income ETF
-0.16%
-$2,192.76 
BRK-A Berkshire Hathaway Inc.
-0.11%
-$778.4 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.09%
-$233.6 
NFLX Netflix, Inc.
-0.05%
-$421.2 Events
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Dividends
Dividend Analysis
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| Trades 809 | Longs Won 501/809 61% | Profit Factor 6.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $824,423.78 |
| Average Win $191,406.67 | Best Trade (Mar 30) $18M | Sharpe Ratio -11.55 |
| Average Loss -$45,571.13 | Worst Trade (Jul 16) -$6.02M | Z-Score -0.97 (66.73%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $101,185.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
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Returns
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