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
351
$48.5K ﹤0.01%
900
352
$46.7K ﹤0.01%
1,505
353
$45.5K ﹤0.01%
1,045
354
$45.4K ﹤0.01%
211
+1
355
$45K ﹤0.01%
651
356
$44.9K ﹤0.01%
2,194
-913
357
$44.7K ﹤0.01%
240
358
$44.6K ﹤0.01%
576
359
$43.8K ﹤0.01%
194
360
$43.3K ﹤0.01%
388
+2
361
$43.2K ﹤0.01%
938
362
$42.5K ﹤0.01%
284
363
$42.2K ﹤0.01%
636
364
$42K ﹤0.01%
308
-100
365
$41.9K ﹤0.01%
140
+40
366
$41.8K ﹤0.01%
648
-34
367
$41.3K ﹤0.01%
638
368
$41.1K ﹤0.01%
1,658
369
$40.8K ﹤0.01%
1,860
370
$40.5K ﹤0.01%
1,250
371
$39.9K ﹤0.01%
355
372
$39.4K ﹤0.01%
52
373
$38.9K ﹤0.01%
55
374
$38.8K ﹤0.01%
563
375
$38.5K ﹤0.01%
214
13 14
15
16 17