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
401
$31.6K ﹤0.01%
800
402
$31.2K ﹤0.01%
312
+144
403
$30.9K ﹤0.01%
94
404
$30.8K ﹤0.01%
383
405
$30.8K ﹤0.01%
1,739
406
$30.4K ﹤0.01%
500
407
$30.2K ﹤0.01%
350
408
$30.1K ﹤0.01%
1,633
409
$30K ﹤0.01%
625
-501
410
$29.8K ﹤0.01%
300
411
$29.7K ﹤0.01%
875
412
$29.7K ﹤0.01%
326
413
$29.7K ﹤0.01%
823
-701
414
$29.5K ﹤0.01%
578
+127
415
$29.4K ﹤0.01%
1,109
416
$28.9K ﹤0.01%
138
417
$28.6K ﹤0.01%
252
418
$28.5K ﹤0.01%
100
419
$28.3K ﹤0.01%
1,050
-600
420
$28.3K ﹤0.01%
240
421
$28.2K ﹤0.01%
1,359
-1,321
422
$27.7K ﹤0.01%
2,360
-171
423
$27.6K ﹤0.01%
907
424
$27.6K ﹤0.01%
1,350
-454
425
$27.4K ﹤0.01%
1,933
15 16
17
18 19