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
376
$38.2K ﹤0.01%
1,152
-360
377
$37.9K ﹤0.01%
1,896
378
$37.8K ﹤0.01%
1,425
379
$37.7K ﹤0.01%
521
380
$37.7K ﹤0.01%
907
381
$37.6K ﹤0.01%
500
382
$37.5K ﹤0.01%
524
-190
383
$37.2K ﹤0.01%
285
384
$36.8K ﹤0.01%
252
-39
385
$36.7K ﹤0.01%
706
-500
386
$36.6K ﹤0.01%
318
387
$36.5K ﹤0.01%
380
388
$36.4K ﹤0.01%
871
389
$36.2K ﹤0.01%
724
390
$36K ﹤0.01%
996
-350
391
$36K ﹤0.01%
118
-36
392
$35.9K ﹤0.01%
269
393
$35.2K ﹤0.01%
280
+40
394
$34.8K ﹤0.01%
298
395
$34.4K ﹤0.01%
808
396
$34.2K ﹤0.01%
232
397
$34.1K ﹤0.01%
326
398
$33.7K ﹤0.01%
423
399
$33.1K ﹤0.01%
1,519
400
$32K ﹤0.01%
1,109
14 15
16
17 18