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
$1.03B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$33.9M
3
+$26.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.82M

Top Sells

1
+$38M
2
+$30.3M
3
+$14.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$556K

Sector Composition

1 Technology 3.55%
2 Industrials 3.21%
3 Consumer Discretionary 1.35%
4 Financials 1.3%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$17.2K ﹤0.01%
221
502
$17.1K ﹤0.01%
35
503
$16.9K ﹤0.01%
+125
504
$16.9K ﹤0.01%
50
505
$16.7K ﹤0.01%
+284
506
$16.6K ﹤0.01%
1,000
507
$16.5K ﹤0.01%
530
508
$16.4K ﹤0.01%
300
509
$16.3K ﹤0.01%
969
510
$16.1K ﹤0.01%
595
-1,000
511
$16K ﹤0.01%
810
512
$16K ﹤0.01%
232
513
$15.9K ﹤0.01%
292
514
$15.9K ﹤0.01%
2,054
515
$15.8K ﹤0.01%
534
516
$15.7K ﹤0.01%
124
517
$15.7K ﹤0.01%
405
+41
518
$15.6K ﹤0.01%
64
+3
519
$15.5K ﹤0.01%
100
520
$15.5K ﹤0.01%
681
+16
521
$15.4K ﹤0.01%
3,000
522
$15.4K ﹤0.01%
+350
523
$15.4K ﹤0.01%
168
+61
524
$15.2K ﹤0.01%
800
525
$15.1K ﹤0.01%
223
19 20
21
22 23