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
$1.25B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$28.7M
3
+$10.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.52M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.17M

Top Sells

1
+$43.7M
2
+$23.6M
3
+$9.72M
4
UPS icon
United Parcel Service
UPS
+$880K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$537K

Sector Composition

1 Technology 3.71%
2 Industrials 2.44%
3 Financials 1.56%
4 Consumer Discretionary 1.44%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$68.3K 0.01%
1,091
+4
327
$67.8K 0.01%
+1,236
328
$67.7K 0.01%
516
+347
329
$67.2K 0.01%
21
330
$66.7K 0.01%
298
331
$66.6K 0.01%
366
+10
332
$66.6K 0.01%
+1,366
333
$65.9K 0.01%
406
334
$65K 0.01%
246
+130
335
$64.7K 0.01%
856
+829
336
$64.6K 0.01%
1,624
+3
337
$64.3K 0.01%
+352
338
$63.5K 0.01%
860
-820
339
$63.2K 0.01%
506
340
$63.2K 0.01%
+1,140
341
$63K 0.01%
490
+1
342
$62.5K 0.01%
1,098
343
$62.5K 0.01%
418
344
$62.3K 0.01%
1,305
345
$61.7K ﹤0.01%
1,188
346
$61.6K ﹤0.01%
3,382
347
$61.6K ﹤0.01%
428
348
$60.9K ﹤0.01%
1,905
349
$60.7K ﹤0.01%
665
350
$60.1K ﹤0.01%
2,617
12 13
14
15 16