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
501
$19.1K ﹤0.01%
291
-104
502
$19K ﹤0.01%
348
503
$19K ﹤0.01%
537
504
$18.8K ﹤0.01%
412
505
$18.8K ﹤0.01%
221
506
$18.7K ﹤0.01%
199
507
$18.7K ﹤0.01%
+880
508
$18.5K ﹤0.01%
451
509
$18.4K ﹤0.01%
312
510
$18.4K ﹤0.01%
375
+3
511
$18.2K ﹤0.01%
450
-100
512
$18.2K ﹤0.01%
400
513
$18.1K ﹤0.01%
2,000
-55
514
$18.1K ﹤0.01%
270
515
$17.6K ﹤0.01%
3,424
516
$17.6K ﹤0.01%
258
517
$17.6K ﹤0.01%
877
518
$17.4K ﹤0.01%
1,500
519
$17.4K ﹤0.01%
2,290
-70
520
$17.4K ﹤0.01%
354
-137
521
$17.3K ﹤0.01%
1,000
522
$17K ﹤0.01%
49
523
$17K ﹤0.01%
127
524
$16.9K ﹤0.01%
252
525
$16.8K ﹤0.01%
222
19 20
21
22 23