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
376
$37.3K ﹤0.01%
1,896
-1,384
377
$37.3K ﹤0.01%
1,000
378
$36.9K ﹤0.01%
182
-54
379
$36.9K ﹤0.01%
284
380
$36.6K ﹤0.01%
386
+2
381
$36.2K ﹤0.01%
664
-463
382
$36.2K ﹤0.01%
521
383
$35.8K ﹤0.01%
724
384
$35.6K ﹤0.01%
285
385
$35.5K ﹤0.01%
563
386
$35.2K ﹤0.01%
1,425
387
$34.6K ﹤0.01%
938
388
$34.5K ﹤0.01%
210
389
$34.5K ﹤0.01%
606
390
$34.1K ﹤0.01%
1,250
+200
391
$34.1K ﹤0.01%
214
-48
392
$34.1K ﹤0.01%
808
-100
393
$33.8K ﹤0.01%
279
-10
394
$32.9K ﹤0.01%
1,355
+1,000
395
$32.5K ﹤0.01%
298
396
$32.5K ﹤0.01%
907
397
$32.3K ﹤0.01%
1,960
-345
398
$32K ﹤0.01%
632
+230
399
$31.9K ﹤0.01%
221
400
$31.6K ﹤0.01%
380
-1,519
14 15
16
17 18