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
326
$48.6K 0.01%
621
327
$48.5K 0.01%
1,346
+15
328
$48.5K 0.01%
1,745
329
$47.6K 0.01%
255
330
$47.6K 0.01%
266
331
$47.6K 0.01%
700
+300
332
$47.3K 0.01%
133
333
$47.1K 0.01%
326
334
$46.7K 0.01%
1,064
335
$46.7K 0.01%
2,163
336
$46.2K 0.01%
4,585
+21
337
$45.6K 0.01%
725
+123
338
$45.3K 0.01%
250
339
$44.7K 0.01%
125
340
$44.5K 0.01%
2,194
341
$43.5K 0.01%
576
342
$43.3K 0.01%
395
+260
343
$43.1K 0.01%
387
344
$43K 0.01%
2,221
345
$42.9K 0.01%
497
346
$42.4K 0.01%
2,220
+11
347
$42.2K 0.01%
165
-20
348
$41.8K ﹤0.01%
2,305
349
$41.6K ﹤0.01%
262
+5
350
$41.3K ﹤0.01%
629
12 13
14
15 16