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
$1.25B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1 +$46.9M
2 +$28.7M
3 +$10.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.52M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.17M

Top Sells

1 +$43.7M
2 +$23.6M
3 +$9.72M
4
UPS icon
United Parcel Service
UPS
+$880K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$537K

Sector Composition

1 Technology 3.71%
2 Industrials 2.44%
3 Financials 1.56%
4 Consumer Discretionary 1.44%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$21.8K ﹤0.01%
530
502
$21.8K ﹤0.01%
+300
503
$21.7K ﹤0.01%
797
504
$21.5K ﹤0.01%
254
505
$21.5K ﹤0.01%
400
506
$21.3K ﹤0.01%
44
507
$21K ﹤0.01%
3,716
508
$20.7K ﹤0.01%
125
509
$20.6K ﹤0.01%
276
510
$20.5K ﹤0.01%
855
511
$20.4K ﹤0.01%
292
512
$20.2K ﹤0.01%
236
513
$20.1K ﹤0.01%
39
+20
514
$20.1K ﹤0.01%
144
515
$20K ﹤0.01%
396
516
$19.8K ﹤0.01%
1,246
517
$19.8K ﹤0.01%
214
518
$19.7K ﹤0.01%
853
519
$19.5K ﹤0.01%
157
520
$19.3K ﹤0.01%
595
521
$19.2K ﹤0.01%
212
522
$19.1K ﹤0.01%
104
-108
523
$19K ﹤0.01%
18
524
$18.9K ﹤0.01%
286
-11
525
$18.8K ﹤0.01%
358
+158