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
526
$14.6K ﹤0.01%
638
527
$14.2K ﹤0.01%
1,304
528
$14.2K ﹤0.01%
302
+2
529
$13.8K ﹤0.01%
290
-32
530
$13.8K ﹤0.01%
123
531
$13.8K ﹤0.01%
54
532
$13.8K ﹤0.01%
381
533
$13.5K ﹤0.01%
500
534
$13.5K ﹤0.01%
43
+26
535
$13.2K ﹤0.01%
150
536
$13K ﹤0.01%
258
537
$13K ﹤0.01%
900
538
$12.9K ﹤0.01%
96
539
$12.8K ﹤0.01%
268
-1,412
540
$12.8K ﹤0.01%
127
541
$12.7K ﹤0.01%
1,000
-949
542
$12.6K ﹤0.01%
172
543
$12.2K ﹤0.01%
160
544
$11.9K ﹤0.01%
1,096
-1,360
545
$11.8K ﹤0.01%
288
546
$11.7K ﹤0.01%
425
547
$11.5K ﹤0.01%
200
548
$11.5K ﹤0.01%
70
549
$11.5K ﹤0.01%
700
550
$11.4K ﹤0.01%
44
20 21
22
23 24