AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$33.6M
3
+$17.2M
4
BND icon
Vanguard Total Bond Market
BND
+$17.2M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$15M

Top Sells

1
+$33.3M
2
+$24.3M
3
+$15M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.77M
5
VHT icon
Vanguard Health Care ETF
VHT
+$9.65M

Sector Composition

1 Technology 3.56%
2 Industrials 2.6%
3 Financials 1.47%
4 Consumer Discretionary 1.35%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11.5K ﹤0.01%
70
577
$11.4K ﹤0.01%
141
578
$11.2K ﹤0.01%
62
579
$11.2K ﹤0.01%
161
580
$10.8K ﹤0.01%
201
+3
581
$10.7K ﹤0.01%
256
-509
582
$10.6K ﹤0.01%
550
583
$10.5K ﹤0.01%
770
584
$10.4K ﹤0.01%
96
585
$10.4K ﹤0.01%
200
586
$10.3K ﹤0.01%
44
587
$10.2K ﹤0.01%
+19
588
$10.2K ﹤0.01%
+93
589
$10.2K ﹤0.01%
782
590
$10.1K ﹤0.01%
125
591
$10.1K ﹤0.01%
215
+1
592
$9.94K ﹤0.01%
160
-68
593
$9.93K ﹤0.01%
167
594
$9.91K ﹤0.01%
37
595
$9.88K ﹤0.01%
+54
596
$9.85K ﹤0.01%
41
597
$9.77K ﹤0.01%
183
598
$9.73K ﹤0.01%
65
599
$9.7K ﹤0.01%
116
600
$9.69K ﹤0.01%
+28
22 23
24
25 26