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
376
$50.5K ﹤0.01%
529
377
$50.5K ﹤0.01%
+946
378
$50.1K ﹤0.01%
339
+66
379
$49.8K ﹤0.01%
172
+124
380
$49.5K ﹤0.01%
636
381
$48.9K ﹤0.01%
907
382
$48.5K ﹤0.01%
394
+2
383
$48.3K ﹤0.01%
1,513
384
$48K ﹤0.01%
1,275
385
$45.7K ﹤0.01%
+1,242
386
$45.6K ﹤0.01%
610
387
$43.6K ﹤0.01%
172
388
$43K ﹤0.01%
407
+1
389
$42.8K ﹤0.01%
125
390
$42.5K ﹤0.01%
100
+50
391
$42.4K ﹤0.01%
67
392
$42.3K ﹤0.01%
362
393
$42.1K ﹤0.01%
1,006
-529
394
$41.8K ﹤0.01%
524
395
$41.5K ﹤0.01%
1,658
396
$41.1K ﹤0.01%
372
397
$40.9K ﹤0.01%
+142
398
$40.8K ﹤0.01%
400
399
$40.6K ﹤0.01%
240
400
$40.5K ﹤0.01%
1,102
14 15
16
17 18