AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.42B
1-Year Est. Return 11.27%
This Quarter Est. Return
1 Year Est. Return
+11.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$14.5M
3
+$13M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.11M
5
BND icon
Vanguard Total Bond Market
BND
+$991K

Top Sells

1
+$19.5M
2
+$9.31M
3
+$2.46M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.62M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Technology 3.49%
2 Industrials 3.38%
3 Consumer Discretionary 1.35%
4 Financials 1.33%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$106K 0.01%
559
-21
227
$106K 0.01%
2,568
228
$106K 0.01%
3,478
229
$106K 0.01%
564
230
$105K 0.01%
2,993
-556
231
$103K 0.01%
8,341
232
$103K 0.01%
1,490
233
$102K 0.01%
1,255
234
$102K 0.01%
571
235
$102K 0.01%
2,761
-1,714
236
$101K 0.01%
1,573
-1,418
237
$101K 0.01%
208
+7
238
$99.7K 0.01%
1,570
239
$98.8K 0.01%
568
240
$97.8K 0.01%
1,379
+582
241
$96.6K 0.01%
1,000
-1,380
242
$96.3K 0.01%
5,558
243
$96.1K 0.01%
1,419
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244
$95.8K 0.01%
4,105
245
$95K 0.01%
+2,100
246
$93.9K 0.01%
1,130
247
$93.7K 0.01%
1,444
248
$92.1K 0.01%
4,731
+13
249
$91.6K 0.01%
1,980
+270
250
$91.6K 0.01%
1,140
-332
8 9
10
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