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
251
$91.5K 0.01%
356
252
$90K 0.01%
3,550
253
$89.9K 0.01%
1,838
254
$89.8K 0.01%
299
255
$89.8K 0.01%
9,509
+25
256
$89.7K 0.01%
16,886
257
$89.6K 0.01%
777
258
$89.4K 0.01%
591
-45
259
$89.4K 0.01%
8,230
+845
260
$87.7K 0.01%
5,195
+4,475
261
$86.8K 0.01%
4,615
+10
262
$86.6K 0.01%
3,502
263
$83.6K 0.01%
2,745
264
$83.5K 0.01%
366
+1
265
$82.7K 0.01%
1,409
+495
266
$82.1K 0.01%
805
267
$81K 0.01%
1,983
268
$81K 0.01%
208
269
$81K 0.01%
2,422
-2,225
270
$80.7K 0.01%
482
271
$79.5K 0.01%
1,438
-150
272
$79K 0.01%
1,260
+150
273
$78.5K 0.01%
1,104
-294
274
$78.1K 0.01%
237
275
$78K 0.01%
4,629
9 10
11
12 13