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
$847M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$45.8M
3
+$34.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$20M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$12M

Top Sells

1
+$40.4M
2
+$15.3M
3
+$11.7M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$7.62M
5
VHT icon
Vanguard Health Care ETF
VHT
+$7.26M

Sector Composition

1 Industrials 4.08%
2 Technology 3.81%
3 Financials 1.37%
4 Consumer Discretionary 1.36%
5 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$89.2K 0.01%
1,838
252
$89K 0.01%
777
-79
253
$88.5K 0.01%
4,300
254
$88.3K 0.01%
408
+14
255
$87.3K 0.01%
2,325
256
$87.2K 0.01%
365
257
$86.2K 0.01%
4,718
258
$86.1K 0.01%
3,502
259
$85.6K 0.01%
4,329
+159
260
$85.2K 0.01%
1,311
261
$84K 0.01%
531
-38
262
$83.7K 0.01%
571
263
$83.4K 0.01%
672
-215
264
$82.9K 0.01%
771
-141
265
$82.1K 0.01%
1,300
266
$81.7K 0.01%
5,096
267
$79.7K 0.01%
608
268
$79.7K 0.01%
481
269
$75.7K 0.01%
713
-5
270
$74.1K 0.01%
1,983
-250
271
$72.9K 0.01%
410
-84
272
$72.6K 0.01%
237
273
$72.3K 0.01%
1,000
274
$72K 0.01%
1,263
275
$70.7K 0.01%
1,861
9 10
11
12 13