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
526
$14.4K ﹤0.01%
201
527
$13.7K ﹤0.01%
216
528
$13.7K ﹤0.01%
65
529
$13.6K ﹤0.01%
240
530
$13.5K ﹤0.01%
50
531
$13.5K ﹤0.01%
530
532
$13.3K ﹤0.01%
172
533
$13.3K ﹤0.01%
314
534
$13.1K ﹤0.01%
124
535
$13K ﹤0.01%
295
536
$12.8K ﹤0.01%
57
+44
537
$12.7K ﹤0.01%
401
538
$12.6K ﹤0.01%
+371
539
$12.4K ﹤0.01%
203
540
$12.4K ﹤0.01%
63
541
$12.1K ﹤0.01%
150
542
$11.8K ﹤0.01%
96
543
$11.8K ﹤0.01%
500
544
$11.6K ﹤0.01%
2,000
545
$11.5K ﹤0.01%
240
-140
546
$11.4K ﹤0.01%
+208
547
$11.3K ﹤0.01%
135
548
$11.3K ﹤0.01%
525
549
$11.3K ﹤0.01%
900
550
$11.2K ﹤0.01%
223
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