AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$95.2M
2
+$65.7M
3
+$49.3M
4
GLD icon
SPDR Gold Trust
GLD
+$44.1M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$35.8M

Top Sells

1
+$90.8M
2
+$70.1M
3
+$43.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$29M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$27.7M

Sector Composition

1 Technology 3.51%
2 Industrials 2.16%
3 Financials 1.61%
4 Consumer Discretionary 1.38%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.65M 0.65%
211,742
+5,522
27
$7.79M 0.59%
35,492
-954
28
$6.82M 0.52%
138,915
-3,453
29
$6.34M 0.48%
11,165
-11,845
30
$6.3M 0.48%
152,206
+579
31
$5.51M 0.42%
54,595
-13,576
32
$5.27M 0.4%
120,134
-2,114
33
$4.83M 0.37%
8,751
-90
34
$4.61M 0.35%
9,072
-378
35
$4.48M 0.34%
28,334
-512
36
$4.45M 0.34%
5,708
-284
37
$4.14M 0.31%
31,069
-121
38
$3.88M 0.29%
31,411
-612
39
$3.55M 0.27%
18,408
-6,979
40
$3.19M 0.24%
138,915
-133,280
41
$3.03M 0.23%
14,819
-151
42
$2.93M 0.22%
29,065
-173,922
43
$2.48M 0.19%
11,333
+80
44
$2.47M 0.19%
34,010
-964,838
45
$2.46M 0.19%
34,768
+3,576
46
$2.36M 0.18%
41,588
+5,334
47
$2.01M 0.15%
18,677
+17
48
$1.94M 0.15%
8,476
-272
49
$1.87M 0.14%
78,751
+3,236
50
$1.87M 0.14%
60,820
+7,845
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