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
426
$34.2K ﹤0.01%
539
+308
427
$34.1K ﹤0.01%
4,232
428
$34.1K ﹤0.01%
900
429
$33.9K ﹤0.01%
284
430
$33.9K ﹤0.01%
328
+2
431
$33.9K ﹤0.01%
+701
432
$33.8K ﹤0.01%
1,350
433
$33.6K ﹤0.01%
694
-1,291
434
$33.3K ﹤0.01%
220
435
$33.1K ﹤0.01%
388
436
$33.1K ﹤0.01%
960
437
$32.8K ﹤0.01%
587
438
$32.6K ﹤0.01%
159
439
$32.4K ﹤0.01%
1,334
-5,108
440
$32.4K ﹤0.01%
65
-47
441
$32.2K ﹤0.01%
693
-1,093
442
$32K ﹤0.01%
563
443
$31.7K ﹤0.01%
222
444
$31.6K ﹤0.01%
949
445
$31.6K ﹤0.01%
2,778
-738
446
$31.5K ﹤0.01%
846
+8
447
$31.2K ﹤0.01%
350
448
$31K ﹤0.01%
300
449
$31K ﹤0.01%
360
-81
450
$30.8K ﹤0.01%
494
16 17
18
19 20