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
$1.25B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$28.7M
3
+$10.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.52M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.17M

Top Sells

1
+$43.7M
2
+$23.6M
3
+$9.72M
4
UPS icon
United Parcel Service
UPS
+$880K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$537K

Sector Composition

1 Technology 3.71%
2 Industrials 2.44%
3 Financials 1.56%
4 Consumer Discretionary 1.44%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$148K 0.01%
1,144
-45
227
$147K 0.01%
919
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228
$145K 0.01%
3,132
229
$145K 0.01%
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230
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265
231
$139K 0.01%
1,188
232
$137K 0.01%
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-1,295
233
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234
$135K 0.01%
2,530
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235
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236
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511
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237
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238
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239
$130K 0.01%
568
240
$129K 0.01%
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241
$129K 0.01%
571
242
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243
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244
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245
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246
$126K 0.01%
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247
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196
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248
$124K 0.01%
1,199
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249
$123K 0.01%
1,238
+186
250
$123K 0.01%
750
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10
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