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
551
$14K ﹤0.01%
530
552
$14K ﹤0.01%
35
553
$13.8K ﹤0.01%
482
-95
554
$13.7K ﹤0.01%
364
555
$13.6K ﹤0.01%
800
556
$13.5K ﹤0.01%
223
557
$13.4K ﹤0.01%
+2,054
558
$13.3K ﹤0.01%
638
559
$13K ﹤0.01%
106
+69
560
$13K ﹤0.01%
191
+75
561
$12.7K ﹤0.01%
232
-86
562
$12.7K ﹤0.01%
300
563
$12.6K ﹤0.01%
+1,543
564
$12.6K ﹤0.01%
100
565
$12.5K ﹤0.01%
+521
566
$12.5K ﹤0.01%
+371
567
$12.4K ﹤0.01%
+505
568
$12.3K ﹤0.01%
+500
569
$12.3K ﹤0.01%
+366
570
$12.3K ﹤0.01%
372
+253
571
$12.1K ﹤0.01%
123
572
$12K ﹤0.01%
729
573
$11.9K ﹤0.01%
+384
574
$11.9K ﹤0.01%
1,304
575
$11.8K ﹤0.01%
118
-20
21 22
23
24 25