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
$1.21B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$33.6M
3
+$17.2M
4
BND icon
Vanguard Total Bond Market
BND
+$17.2M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$15M

Top Sells

1
+$33.3M
2
+$24.3M
3
+$15M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$9.77M
5
VHT icon
Vanguard Health Care ETF
VHT
+$9.65M

Sector Composition

1 Technology 3.56%
2 Industrials 2.6%
3 Financials 1.47%
4 Consumer Discretionary 1.35%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$138K 0.01%
3,827
227
$138K 0.01%
1,504
+539
228
$135K 0.01%
2,364
229
$134K 0.01%
5,726
-206
230
$133K 0.01%
1,351
+288
231
$131K 0.01%
1,680
232
$131K 0.01%
5,460
-1,049
233
$131K 0.01%
1,570
234
$130K 0.01%
16,886
235
$129K 0.01%
5,303
236
$129K 0.01%
+2,760
237
$129K 0.01%
1,808
+159
238
$125K 0.01%
1,140
239
$125K 0.01%
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240
$125K 0.01%
750
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241
$125K 0.01%
3,976
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242
$125K 0.01%
559
243
$125K 0.01%
265
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244
$123K 0.01%
608
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245
$123K 0.01%
571
246
$121K 0.01%
744
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247
$120K 0.01%
671
+148
248
$119K 0.01%
1,143
-39
249
$119K 0.01%
1,323
-16
250
$119K 0.01%
2,346
+4
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10
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