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
601
$7.96K ﹤0.01%
212
602
$7.88K ﹤0.01%
150
603
$7.77K ﹤0.01%
100
604
$7.71K ﹤0.01%
125
-75
605
$7.64K ﹤0.01%
54
606
$7.54K ﹤0.01%
+44
607
$7.48K ﹤0.01%
65
608
$7.31K ﹤0.01%
137
609
$7.28K ﹤0.01%
461
610
$7.12K ﹤0.01%
300
611
$7.1K ﹤0.01%
37
612
$7.05K ﹤0.01%
+210
613
$7K ﹤0.01%
200
614
$6.87K ﹤0.01%
65
615
$6.84K ﹤0.01%
70
616
$6.83K ﹤0.01%
178
617
$6.72K ﹤0.01%
200
618
$6.61K ﹤0.01%
167
619
$6.59K ﹤0.01%
5
620
$6.45K ﹤0.01%
28
621
$6.34K ﹤0.01%
150
622
$6.13K ﹤0.01%
111
-2
623
$6.13K ﹤0.01%
+46
624
$6K ﹤0.01%
522
625
$5.99K ﹤0.01%
+35
23 24
25
26 27