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
601
$11.3K ﹤0.01%
400
-400
602
$11.2K ﹤0.01%
267
-356
603
$11.2K ﹤0.01%
+1,220
604
$11.2K ﹤0.01%
161
605
$10.9K ﹤0.01%
263
-100
606
$10.9K ﹤0.01%
123
607
$10.9K ﹤0.01%
215
608
$10.9K ﹤0.01%
+1,921
609
$10.8K ﹤0.01%
150
610
$10.8K ﹤0.01%
911
611
$10.7K ﹤0.01%
500
612
$10.6K ﹤0.01%
44
613
$10.6K ﹤0.01%
370
+170
614
$10.5K ﹤0.01%
205
+4
615
$10.3K ﹤0.01%
305
616
$10.3K ﹤0.01%
183
617
$10.3K ﹤0.01%
79
618
$10.2K ﹤0.01%
55
619
$10.2K ﹤0.01%
37
620
$10.2K ﹤0.01%
41
621
$10.2K ﹤0.01%
116
622
$10.1K ﹤0.01%
28
623
$10K ﹤0.01%
80
624
$10K ﹤0.01%
96
625
$10K ﹤0.01%
485
-1,452
23 24
25
26 27