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
526
$18.7K ﹤0.01%
297
527
$18.7K ﹤0.01%
503
528
$18.5K ﹤0.01%
26
+6
529
$18.5K ﹤0.01%
51
530
$18.4K ﹤0.01%
300
531
$18.4K ﹤0.01%
169
532
$18.3K ﹤0.01%
63
533
$18.3K ﹤0.01%
112
-32
534
$18.3K ﹤0.01%
319
535
$18.2K ﹤0.01%
118
536
$18.2K ﹤0.01%
1,000
537
$18K ﹤0.01%
261
538
$18K ﹤0.01%
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+35
539
$17.9K ﹤0.01%
201
-97
540
$17.9K ﹤0.01%
200
541
$17.7K ﹤0.01%
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542
$17.7K ﹤0.01%
59
543
$17.6K ﹤0.01%
159
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544
$17.4K ﹤0.01%
75
545
$17.4K ﹤0.01%
150
546
$17.2K ﹤0.01%
969
547
$17.1K ﹤0.01%
152
-98
548
$17.1K ﹤0.01%
297
-107
549
$17K ﹤0.01%
96
550
$17K ﹤0.01%
990
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