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
$847M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$45.8M
3
+$34.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$20M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$12M

Top Sells

1
+$40.4M
2
+$15.3M
3
+$11.7M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$7.62M
5
VHT icon
Vanguard Health Care ETF
VHT
+$7.26M

Sector Composition

1 Industrials 4.08%
2 Technology 3.81%
3 Financials 1.37%
4 Consumer Discretionary 1.36%
5 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20.1K ﹤0.01%
+400
477
$20.1K ﹤0.01%
620
478
$20K ﹤0.01%
493
479
$19.9K ﹤0.01%
560
480
$19.8K ﹤0.01%
365
481
$19.2K ﹤0.01%
1,198
482
$19.1K ﹤0.01%
35
483
$18.9K ﹤0.01%
138
484
$18.9K ﹤0.01%
542
485
$18.9K ﹤0.01%
1,000
486
$18.7K ﹤0.01%
63
487
$18.6K ﹤0.01%
822
488
$18.5K ﹤0.01%
200
489
$18.5K ﹤0.01%
451
490
$18.5K ﹤0.01%
2,550
491
$18.3K ﹤0.01%
412
492
$18.2K ﹤0.01%
312
493
$18.2K ﹤0.01%
534
494
$18.1K ﹤0.01%
80
495
$18.1K ﹤0.01%
448
496
$18K ﹤0.01%
199
497
$18K ﹤0.01%
1,837
498
$17.8K ﹤0.01%
810
499
$17.6K ﹤0.01%
200
500
$17K ﹤0.01%
34
18 19
20
21 22