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
276
$69.9K 0.01%
208
277
$68.9K 0.01%
1,645
278
$68.8K 0.01%
661
279
$68.7K 0.01%
482
280
$67.8K 0.01%
600
+186
281
$67.7K 0.01%
215
+49
282
$67.6K 0.01%
1,110
283
$66.8K 0.01%
880
-684
284
$66.5K 0.01%
1,000
285
$66.3K 0.01%
1,959
286
$66K 0.01%
742
287
$65.9K 0.01%
1,094
+17
288
$65.7K 0.01%
3,553
-270
289
$65.6K 0.01%
1,087
290
$65.5K 0.01%
344
291
$64.2K 0.01%
1,365
292
$64.2K 0.01%
1,000
293
$63.8K 0.01%
3,721
+521
294
$62.4K 0.01%
2,617
295
$62.3K 0.01%
2,075
296
$62K 0.01%
1,158
297
$59.9K 0.01%
419
298
$59.9K 0.01%
1,490
299
$59.4K 0.01%
307
300
$59K 0.01%
448
+150
10 11
12
13 14