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
$916M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$14.5M
3
+$13M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.11M
5
BND icon
Vanguard Total Bond Market
BND
+$991K

Top Sells

1
+$19.5M
2
+$9.31M
3
+$2.46M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.62M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Technology 3.49%
2 Industrials 3.38%
3 Consumer Discretionary 1.35%
4 Financials 1.33%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9.93K ﹤0.01%
100
602
$9.93K ﹤0.01%
250
603
$9.88K ﹤0.01%
148
604
$9.82K ﹤0.01%
+107
605
$9.82K ﹤0.01%
72
606
$9.73K ﹤0.01%
+1,077
607
$9.68K ﹤0.01%
900
608
$9.63K ﹤0.01%
+72
609
$9.35K ﹤0.01%
221
610
$9.34K ﹤0.01%
+76
611
$9.26K ﹤0.01%
76
+22
612
$9.21K ﹤0.01%
217
613
$9.17K ﹤0.01%
782
614
$9.1K ﹤0.01%
+138
615
$9.07K ﹤0.01%
550
616
$9.04K ﹤0.01%
54
-138
617
$8.98K ﹤0.01%
151
618
$8.97K ﹤0.01%
+354
619
$8.89K ﹤0.01%
+72
620
$8.76K ﹤0.01%
44
-13
621
$8.74K ﹤0.01%
37
622
$8.68K ﹤0.01%
211
+56
623
$8.68K ﹤0.01%
3,134
624
$8.67K ﹤0.01%
1,100
625
$8.64K ﹤0.01%
93
23 24
25
26 27