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
376
$37.5K ﹤0.01%
1,679
377
$37.4K ﹤0.01%
81
-22
378
$36.8K ﹤0.01%
536
+2
379
$36.8K ﹤0.01%
563
380
$36.3K ﹤0.01%
521
381
$36.3K ﹤0.01%
109
382
$35.7K ﹤0.01%
118
383
$35.4K ﹤0.01%
724
384
$35.4K ﹤0.01%
52
+29
385
$35.4K ﹤0.01%
177
+27
386
$35.3K ﹤0.01%
1,036
+261
387
$35.1K ﹤0.01%
908
+100
388
$35.1K ﹤0.01%
355
-35
389
$34.9K ﹤0.01%
75
390
$34.8K ﹤0.01%
938
391
$34K ﹤0.01%
633
-106
392
$33.6K ﹤0.01%
1,519
+235
393
$33.6K ﹤0.01%
269
394
$33.3K ﹤0.01%
382
+2
395
$32.8K ﹤0.01%
526
396
$32.6K ﹤0.01%
212
397
$32.4K ﹤0.01%
1,609
398
$32.1K ﹤0.01%
1,000
399
$32.1K ﹤0.01%
1,475
+900
400
$31.7K ﹤0.01%
155
-10
14 15
16
17 18