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
576
$13.9K ﹤0.01%
124
577
$13.9K ﹤0.01%
320
578
$13.7K ﹤0.01%
425
579
$13.7K ﹤0.01%
573
580
$13.5K ﹤0.01%
125
581
$13.2K ﹤0.01%
198
582
$13.2K ﹤0.01%
101
583
$13.1K ﹤0.01%
70
584
$13.1K ﹤0.01%
1,050
585
$12.8K ﹤0.01%
268
586
$12.7K ﹤0.01%
638
587
$12.7K ﹤0.01%
+249
588
$12.4K ﹤0.01%
358
589
$12.3K ﹤0.01%
354
-4,694
590
$12.2K ﹤0.01%
167
591
$12.2K ﹤0.01%
+240
592
$12.1K ﹤0.01%
100
593
$11.9K ﹤0.01%
1,837
594
$11.9K ﹤0.01%
148
595
$11.8K ﹤0.01%
405
596
$11.8K ﹤0.01%
1,662
+120
597
$11.6K ﹤0.01%
+381
598
$11.6K ﹤0.01%
51
599
$11.5K ﹤0.01%
556
+6
600
$11.4K ﹤0.01%
141