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
$1.03B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$33.9M
3
+$26.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.82M

Top Sells

1
+$38M
2
+$30.3M
3
+$14.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$556K

Sector Composition

1 Technology 3.55%
2 Industrials 3.21%
3 Consumer Discretionary 1.35%
4 Financials 1.3%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$122K 0.01%
564
227
$121K 0.01%
1,300
228
$120K 0.01%
2,364
229
$118K 0.01%
8,341
230
$117K 0.01%
571
231
$117K 0.01%
1,240
232
$117K 0.01%
1,255
233
$117K 0.01%
2,993
234
$114K 0.01%
1,490
235
$114K 0.01%
1,406
-44
236
$113K 0.01%
2,742
-28
237
$112K 0.01%
568
238
$111K 0.01%
2,251
+2,186
239
$111K 0.01%
1,379
240
$110K 0.01%
1,570
241
$110K 0.01%
2,127
-2,022
242
$109K 0.01%
1,692
+254
243
$108K 0.01%
3,008
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244
$106K 0.01%
559
245
$105K 0.01%
1,140
246
$105K 0.01%
599
+151
247
$103K 0.01%
16,886
248
$98.9K 0.01%
672
-455
249
$98.7K 0.01%
1,260
250
$98.7K 0.01%
2,334
-554
8 9
10
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