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
426
$27.7K ﹤0.01%
63
-20
427
$27.6K ﹤0.01%
1,882
428
$27.4K ﹤0.01%
+418
429
$27.3K ﹤0.01%
100
430
$27.2K ﹤0.01%
232
431
$26.8K ﹤0.01%
+975
432
$26.8K ﹤0.01%
+500
433
$26.6K ﹤0.01%
391
-59
434
$26.2K ﹤0.01%
350
435
$26.1K ﹤0.01%
415
436
$26K ﹤0.01%
240
437
$25.8K ﹤0.01%
300
438
$25.5K ﹤0.01%
999
+789
439
$25.2K ﹤0.01%
89
440
$25.1K ﹤0.01%
2,000
441
$24.9K ﹤0.01%
+275
442
$24.9K ﹤0.01%
64
-30
443
$24.9K ﹤0.01%
359
-22
444
$24.9K ﹤0.01%
127
-128
445
$24.6K ﹤0.01%
+942
446
$24.6K ﹤0.01%
65
447
$24.5K ﹤0.01%
320
+2
448
$24.5K ﹤0.01%
282
-25
449
$24.2K ﹤0.01%
2,456
+2,147
450
$24.1K ﹤0.01%
444
16 17
18
19 20