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
401
$31.4K ﹤0.01%
297
-43
402
$31.1K ﹤0.01%
245
+45
403
$31K ﹤0.01%
619
+548
404
$30.9K ﹤0.01%
1,519
405
$30.8K ﹤0.01%
1,933
406
$30.8K ﹤0.01%
355
407
$30.7K ﹤0.01%
55
-20
408
$30.6K ﹤0.01%
52
409
$30.2K ﹤0.01%
269
410
$30.2K ﹤0.01%
871
411
$29.8K ﹤0.01%
900
412
$29.8K ﹤0.01%
184
413
$29.8K ﹤0.01%
326
414
$29.6K ﹤0.01%
423
415
$29.6K ﹤0.01%
1,800
-1,300
416
$29.5K ﹤0.01%
1,109
417
$29.3K ﹤0.01%
318
418
$28.9K ﹤0.01%
1,350
419
$28.8K ﹤0.01%
+983
420
$28.6K ﹤0.01%
1,246
421
$28.6K ﹤0.01%
+1,290
422
$28.4K ﹤0.01%
875
423
$27.9K ﹤0.01%
400
424
$27.8K ﹤0.01%
1,362
425
$27.8K ﹤0.01%
+670
15 16
17
18 19