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
451
$23.9K ﹤0.01%
1,350
452
$23.9K ﹤0.01%
382
453
$23.7K ﹤0.01%
+975
454
$23.5K ﹤0.01%
2,712
455
$23.5K ﹤0.01%
465
-392
456
$23.3K ﹤0.01%
3,716
457
$23.1K ﹤0.01%
2,175
458
$23K ﹤0.01%
1,241
459
$22.9K ﹤0.01%
963
460
$22.9K ﹤0.01%
187
-14
461
$22.8K ﹤0.01%
1,056
462
$22.8K ﹤0.01%
823
463
$22.8K ﹤0.01%
141
464
$22.7K ﹤0.01%
+397
465
$22.7K ﹤0.01%
388
-117
466
$22.7K ﹤0.01%
2,000
467
$22.6K ﹤0.01%
1,198
468
$22.2K ﹤0.01%
+774
469
$22K ﹤0.01%
+311
470
$21.9K ﹤0.01%
212
471
$21.9K ﹤0.01%
200
472
$21.7K ﹤0.01%
380
473
$21.7K ﹤0.01%
365
474
$21.6K ﹤0.01%
156
+60
475
$21.4K ﹤0.01%
383
17 18
19
20 21