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
326
$56.8K 0.01%
1,186
327
$56.7K 0.01%
550
328
$56.6K 0.01%
216
329
$56.6K 0.01%
725
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330
$55.7K 0.01%
721
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331
$54.7K 0.01%
3,516
332
$54.6K 0.01%
133
333
$54.3K 0.01%
21
334
$54.3K 0.01%
446
335
$53.8K 0.01%
266
336
$52.8K 0.01%
1,660
337
$52K 0.01%
272
+40
338
$52K 0.01%
991
-73
339
$51.5K 0.01%
896
340
$51.4K 0.01%
326
341
$50.8K ﹤0.01%
1,636
-1,842
342
$50.1K ﹤0.01%
1,000
343
$50.1K ﹤0.01%
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$50K ﹤0.01%
365
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345
$49.3K ﹤0.01%
112
346
$49.2K ﹤0.01%
1,000
347
$49.2K ﹤0.01%
1,304
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348
$48.9K ﹤0.01%
414
349
$48.6K ﹤0.01%
125
350
$48.6K ﹤0.01%
368
12 13
14
15 16