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
351
$59.7K ﹤0.01%
550
352
$59.5K ﹤0.01%
35
353
$59.5K ﹤0.01%
424
354
$59K ﹤0.01%
519
+142
355
$57.9K ﹤0.01%
1,203
356
$57.7K ﹤0.01%
273
357
$57.1K ﹤0.01%
588
-51
358
$56.6K ﹤0.01%
205
359
$55.6K ﹤0.01%
+1,825
360
$55.5K ﹤0.01%
145
361
$55K ﹤0.01%
651
362
$54.8K ﹤0.01%
803
363
$54.7K ﹤0.01%
1,105
364
$54.5K ﹤0.01%
396
-100
365
$54.4K ﹤0.01%
356
366
$53.7K ﹤0.01%
1,589
+11
367
$53.7K ﹤0.01%
1,196
368
$53.5K ﹤0.01%
285
-76
369
$53K ﹤0.01%
192
370
$52.3K ﹤0.01%
+1,026
371
$52.3K ﹤0.01%
651
372
$52K ﹤0.01%
938
373
$51.5K ﹤0.01%
260
+6
374
$50.8K ﹤0.01%
364
-380
375
$50.7K ﹤0.01%
652
-90