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
351
$44.4K ﹤0.01%
414
352
$44.2K ﹤0.01%
2,163
353
$44K ﹤0.01%
264
-646
354
$43.4K ﹤0.01%
291
+40
355
$43.2K ﹤0.01%
1,000
356
$42.5K ﹤0.01%
576
357
$42.4K ﹤0.01%
1,350
358
$42.4K ﹤0.01%
232
359
$41.7K ﹤0.01%
322
360
$41.6K ﹤0.01%
108
-34
361
$40.9K ﹤0.01%
112
+47
362
$40.6K ﹤0.01%
154
+36
363
$40.5K ﹤0.01%
1,512
+360
364
$40.5K ﹤0.01%
800
365
$40.5K ﹤0.01%
1,505
-200
366
$40.4K ﹤0.01%
1,658
367
$40.4K ﹤0.01%
194
368
$39.6K ﹤0.01%
1,067
369
$39.5K ﹤0.01%
1,860
370
$39.1K ﹤0.01%
636
-247
371
$38.7K ﹤0.01%
638
372
$38.6K ﹤0.01%
1,119
373
$38.5K ﹤0.01%
682
374
$38.3K ﹤0.01%
651
375
$37.6K ﹤0.01%
1,595
-150
13 14
15
16 17