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
326
$53.3K 0.01%
21
327
$53.2K 0.01%
481
328
$53K 0.01%
500
329
$52.5K 0.01%
408
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$51.4K 0.01%
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332
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+1,104
333
$51.1K 0.01%
506
334
$50K 0.01%
446
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335
$49.7K 0.01%
216
336
$49.5K 0.01%
133
337
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896
338
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339
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340
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266
342
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729
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346
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326
347
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368
348
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714
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349
$45K ﹤0.01%
1,660
350
$44.4K ﹤0.01%
1,064
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