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
$1.03B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$33.9M
3
+$26.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.82M

Top Sells

1
+$38M
2
+$30.3M
3
+$14.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$556K

Sector Composition

1 Technology 3.55%
2 Industrials 3.21%
3 Consumer Discretionary 1.35%
4 Financials 1.3%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27.1K ﹤0.01%
348
427
$27.1K ﹤0.01%
1,155
-200
428
$27K ﹤0.01%
1,056
429
$26.9K ﹤0.01%
1,241
430
$26.7K ﹤0.01%
106
+18
431
$26.7K ﹤0.01%
4,232
432
$26.6K ﹤0.01%
1,350
433
$26.5K ﹤0.01%
321
+1
434
$26K ﹤0.01%
510
-835
435
$26K ﹤0.01%
444
436
$25.9K ﹤0.01%
300
437
$25.8K ﹤0.01%
447
-536
438
$25.6K ﹤0.01%
200
439
$25.5K ﹤0.01%
382
440
$25.4K ﹤0.01%
187
441
$25.3K ﹤0.01%
2,712
442
$25.3K ﹤0.01%
350
443
$25.3K ﹤0.01%
718
444
$25.3K ﹤0.01%
156
445
$25.2K ﹤0.01%
2,000
446
$24.7K ﹤0.01%
620
447
$24.7K ﹤0.01%
963
448
$24.5K ﹤0.01%
2,175
449
$24.4K ﹤0.01%
89
450
$24.1K ﹤0.01%
1,627
-26
16 17
18
19 20