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
$1.03B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$33.9M
3
+$26.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.82M

Top Sells

1
+$38M
2
+$30.3M
3
+$14.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$556K

Sector Composition

1 Technology 3.55%
2 Industrials 3.21%
3 Consumer Discretionary 1.35%
4 Financials 1.3%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$66.6K 0.01%
2,325
-90
302
$66.6K 0.01%
3,106
+1,908
303
$66.4K 0.01%
1,263
304
$66K 0.01%
812
-292
305
$65.3K 0.01%
271
306
$64.6K 0.01%
2,617
307
$64.5K 0.01%
3,721
308
$64.1K 0.01%
633
309
$63.8K 0.01%
665
+15
310
$63.3K 0.01%
880
311
$63.3K 0.01%
444
312
$63K 0.01%
1,305
313
$62.6K 0.01%
1,158
314
$60.3K 0.01%
118
+10
315
$60K 0.01%
1,619
+1,059
316
$60K 0.01%
2,105
+1,905
317
$59.7K 0.01%
742
318
$59.4K 0.01%
1,203
+751
319
$59.1K 0.01%
1,612
-76
320
$59.1K 0.01%
1,645
321
$58.7K 0.01%
1,365
322
$58.5K 0.01%
411
-70
323
$58K 0.01%
500
324
$57.7K 0.01%
506
325
$57.5K 0.01%
192
-12
11 12
13
14 15