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
476
$21.4K ﹤0.01%
232
477
$21.3K ﹤0.01%
1,653
-26
478
$21.2K ﹤0.01%
200
479
$21.1K ﹤0.01%
718
+517
480
$20.6K ﹤0.01%
452
481
$20.6K ﹤0.01%
4,232
482
$20.4K ﹤0.01%
919
483
$20.3K ﹤0.01%
560
484
$20.3K ﹤0.01%
1,949
+544
485
$20.1K ﹤0.01%
1,433
486
$20.1K ﹤0.01%
597
+45
487
$20K ﹤0.01%
100
+50
488
$20K ﹤0.01%
597
489
$20K ﹤0.01%
330
+90
490
$20K ﹤0.01%
96
491
$20K ﹤0.01%
2,550
492
$19.9K ﹤0.01%
155
493
$19.9K ﹤0.01%
822
494
$19.8K ﹤0.01%
247
495
$19.8K ﹤0.01%
855
496
$19.7K ﹤0.01%
88
497
$19.6K ﹤0.01%
493
498
$19.6K ﹤0.01%
620
499
$19.5K ﹤0.01%
+233
500
$19.4K ﹤0.01%
1,003
-736
18 19
20
21 22