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
526
$16.7K ﹤0.01%
534
527
$16.5K ﹤0.01%
201
528
$16.5K ﹤0.01%
20
529
$16.4K ﹤0.01%
236
-385
530
$16.2K ﹤0.01%
+434
531
$16K ﹤0.01%
720
+433
532
$16K ﹤0.01%
2,933
533
$15.8K ﹤0.01%
61
-3
534
$15.8K ﹤0.01%
1,837
535
$15.8K ﹤0.01%
810
+12
536
$15.5K ﹤0.01%
350
-120
537
$15.5K ﹤0.01%
969
538
$15.4K ﹤0.01%
381
-20
539
$15.3K ﹤0.01%
1,000
540
$14.9K ﹤0.01%
3,000
541
$14.9K ﹤0.01%
810
542
$14.9K ﹤0.01%
34
543
$14.8K ﹤0.01%
500
544
$14.8K ﹤0.01%
50
545
$14.6K ﹤0.01%
322
+43
546
$14.5K ﹤0.01%
21
547
$14.4K ﹤0.01%
665
+17
548
$14.3K ﹤0.01%
124
549
$14.3K ﹤0.01%
232
+82
550
$14K ﹤0.01%
300
+150
20 21
22
23 24