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
276
$77.5K 0.01%
771
277
$77K 0.01%
230
278
$76.5K 0.01%
1,320
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279
$75.4K 0.01%
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280
$74.4K 0.01%
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281
$74.2K 0.01%
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282
$73.5K 0.01%
1,680
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283
$72.1K 0.01%
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284
$71.4K 0.01%
729
285
$70.7K 0.01%
410
286
$70.5K 0.01%
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287
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288
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2,312
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289
$69.4K 0.01%
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290
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291
$68.8K 0.01%
880
292
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298
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299
$66K 0.01%
543
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300
$65K 0.01%
448
10 11
12
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