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
276
$98.5K 0.01%
1,260
+5
277
$97.9K 0.01%
230
278
$97.1K 0.01%
751
+13
279
$96.4K 0.01%
1,838
280
$95.9K 0.01%
+1,358
281
$95.6K 0.01%
4,820
282
$93K 0.01%
1,419
283
$92.6K 0.01%
1,316
+208
284
$91.5K 0.01%
1,041
-67
285
$91.2K 0.01%
744
286
$89.8K 0.01%
713
-26
287
$89.6K 0.01%
206
+90
288
$88.6K 0.01%
9,104
289
$87.5K 0.01%
344
290
$86.9K 0.01%
82
+2
291
$86.1K 0.01%
695
292
$86.1K 0.01%
889
293
$85.6K 0.01%
1,483
+145
294
$85.3K 0.01%
257
+40
295
$84.7K 0.01%
1,692
296
$83.5K 0.01%
1,897
-49
297
$83.1K 0.01%
3,602
+5
298
$82.2K 0.01%
4,233
+2,140
299
$81.8K 0.01%
+587
300
$81.8K 0.01%
239
+17