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
401
$39.8K ﹤0.01%
297
402
$39.6K ﹤0.01%
1,517
-77
403
$39.2K ﹤0.01%
1,860
404
$38.8K ﹤0.01%
84
405
$38.8K ﹤0.01%
+600
406
$38.8K ﹤0.01%
1,245
+200
407
$38.8K ﹤0.01%
250
408
$38.4K ﹤0.01%
1,459
409
$37.7K ﹤0.01%
631
+110
410
$37.7K ﹤0.01%
682
411
$37.2K ﹤0.01%
471
+24
412
$37K ﹤0.01%
1,227
-624
413
$36.8K ﹤0.01%
1,880
+399
414
$36.2K ﹤0.01%
619
415
$36.1K ﹤0.01%
193
416
$35.9K ﹤0.01%
1,439
417
$35.9K ﹤0.01%
724
418
$35.9K ﹤0.01%
1,350
419
$35.8K ﹤0.01%
423
420
$35.5K ﹤0.01%
171
+32
421
$35.3K ﹤0.01%
118
422
$35.1K ﹤0.01%
1,109
423
$35.1K ﹤0.01%
109
424
$34.9K ﹤0.01%
116
425
$34.7K ﹤0.01%
1,596