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
576
$9.75K ﹤0.01%
3,134
577
$9.73K ﹤0.01%
159
578
$9.59K ﹤0.01%
127
579
$9.58K ﹤0.01%
150
580
$9.58K ﹤0.01%
50
581
$9.44K ﹤0.01%
150
582
$9.44K ﹤0.01%
96
583
$9.43K ﹤0.01%
114
584
$9.31K ﹤0.01%
1,133
-800
585
$9.23K ﹤0.01%
250
586
$8.89K ﹤0.01%
782
587
$8.77K ﹤0.01%
116
-378
588
$8.61K ﹤0.01%
83
589
$8.55K ﹤0.01%
398
590
$8.55K ﹤0.01%
41
591
$8.51K ﹤0.01%
96
592
$8.36K ﹤0.01%
1,500
593
$8.34K ﹤0.01%
161
594
$8.29K ﹤0.01%
+41
595
$8.27K ﹤0.01%
513
596
$8.24K ﹤0.01%
661
597
$8.2K ﹤0.01%
327
598
$7.99K ﹤0.01%
60
599
$7.98K ﹤0.01%
101
600
$7.98K ﹤0.01%
200
22 23
24
25 26