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
351
$41.2K ﹤0.01%
299
352
$41.2K ﹤0.01%
1,023
353
$41K ﹤0.01%
896
354
$41K ﹤0.01%
304
+93
355
$40.7K ﹤0.01%
1,658
356
$39.9K ﹤0.01%
1,707
357
$39.9K ﹤0.01%
308
+40
358
$39.8K ﹤0.01%
1,425
359
$39.3K ﹤0.01%
651
360
$39.3K ﹤0.01%
1,067
361
$39.2K ﹤0.01%
1,860
362
$39.2K ﹤0.01%
638
-153
363
$38.8K ﹤0.01%
2,114
364
$38.8K ﹤0.01%
183
-114
365
$38.6K ﹤0.01%
231
366
$38.6K ﹤0.01%
2,993
-20,428
367
$38.4K ﹤0.01%
606
368
$38K ﹤0.01%
1,366
+2
369
$38K ﹤0.01%
682
370
$37.9K ﹤0.01%
284
-80
371
$37.9K ﹤0.01%
129
372
$37.7K ﹤0.01%
194
373
$37.6K ﹤0.01%
285
-17
374
$37.5K ﹤0.01%
937
-238
375
$37.5K ﹤0.01%
+457
13 14
15
16 17