AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$33.6M
3
+$17.2M
4
BND icon
Vanguard Total Bond Market
BND
+$17.2M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$15M

Top Sells

1
+$33.3M
2
+$24.3M
3
+$15M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.77M
5
VHT icon
Vanguard Health Care ETF
VHT
+$9.65M

Sector Composition

1 Technology 3.56%
2 Industrials 2.6%
3 Financials 1.47%
4 Consumer Discretionary 1.35%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$66.5K 0.01%
192
327
$66.2K 0.01%
21
328
$66.1K 0.01%
406
329
$65K 0.01%
180
-16
330
$64.9K 0.01%
1,535
+19
331
$64.8K 0.01%
665
-30
332
$64.6K 0.01%
803
333
$64.6K 0.01%
1,098
334
$64.5K 0.01%
1,578
-48
335
$63.7K 0.01%
201
-16
336
$63.4K 0.01%
133
337
$63K 0.01%
1,188
338
$62.6K 0.01%
506
339
$62.5K 0.01%
1,305
340
$62.3K 0.01%
222
-54
341
$61.9K 0.01%
1,203
342
$61.8K 0.01%
742
343
$61.6K 0.01%
7,467
-434
344
$61.4K 0.01%
2,617
345
$61.4K 0.01%
489
+1
346
$61.2K 0.01%
1,905
-200
347
$61K 0.01%
3,382
348
$60.8K 0.01%
356
+146
349
$60.5K 0.01%
3,106
350
$59.6K ﹤0.01%
273
12 13
14
15 16