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
251
$123K 0.01%
1,300
252
$119K 0.01%
671
253
$119K 0.01%
559
254
$118K 0.01%
4,006
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255
$117K 0.01%
2,351
+5
256
$117K 0.01%
489
+70
257
$115K 0.01%
2,861
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258
$115K 0.01%
343
+77
259
$112K 0.01%
1,908
+100
260
$111K 0.01%
482
261
$110K 0.01%
910
262
$110K 0.01%
394
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263
$110K 0.01%
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264
$110K 0.01%
5,456
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265
$106K 0.01%
2,427
+1,275
266
$106K 0.01%
2,234
267
$106K 0.01%
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268
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269
$105K 0.01%
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270
$103K 0.01%
2,502
271
$102K 0.01%
713
272
$101K 0.01%
956
273
$99.4K 0.01%
931
+116
274
$99K 0.01%
4,114
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275
$98.9K 0.01%
608
9 10
11
12 13