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
301
$63.5K 0.01%
402
302
$62.5K 0.01%
3,107
+913
303
$62.4K 0.01%
3,721
304
$62.2K 0.01%
1,645
305
$62.1K 0.01%
633
306
$61.5K 0.01%
2,617
307
$61.2K 0.01%
1,851
308
$60.7K 0.01%
1,186
309
$59.3K 0.01%
650
-11
310
$59.1K 0.01%
1,158
311
$58.4K 0.01%
742
312
$58.4K 0.01%
419
313
$58.4K 0.01%
204
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314
$58.2K 0.01%
444
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315
$57.8K 0.01%
271
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316
$57.7K 0.01%
1,688
+82
317
$57.3K 0.01%
+2,600
318
$57.1K 0.01%
448
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319
$57.1K 0.01%
1,305
320
$55.4K 0.01%
1,365
321
$55K 0.01%
125
322
$54.8K 0.01%
2,286
323
$53.9K 0.01%
1,263
324
$53.6K 0.01%
783
+58
325
$53.4K 0.01%
900
-797
11 12
13
14 15