AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.18%
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 +$23.8M
2 +$15M
3 +$13.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.31M
5
BND icon
Vanguard Total Bond Market
BND
+$1.01M

Top Sells

1 +$19.5M
2 +$9.85M
3 +$2.56M
4
AAPL icon
Apple
AAPL
+$1.74M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.71M

Sector Composition

1 Technology 3.49%
2 Industrials 3.38%
3 Consumer Discretionary 1.35%
4 Financials 1.34%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$11.7K ﹤0.01%
700
577
$11.6K ﹤0.01%
425
578
$11.6K ﹤0.01%
96
579
$11.4K ﹤0.01%
204
+54
580
$11.4K ﹤0.01%
150
581
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582
$11.1K ﹤0.01%
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583
$11K ﹤0.01%
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584
$11K ﹤0.01%
63
585
$10.8K ﹤0.01%
+127
586
$10.7K ﹤0.01%
244
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587
$10.7K ﹤0.01%
+300
588
$10.6K ﹤0.01%
+147
589
$10.6K ﹤0.01%
288
590
$10.6K ﹤0.01%
180
591
$10.6K ﹤0.01%
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592
$10.5K ﹤0.01%
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$10.5K ﹤0.01%
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594
$10.4K ﹤0.01%
150
595
$10.4K ﹤0.01%
252
+69
596
$10.3K ﹤0.01%
111
597
$10.2K ﹤0.01%
+708
598
$10K ﹤0.01%
70
599
$9.98K ﹤0.01%
79
600
$9.95K ﹤0.01%
160