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
626
$8.61K ﹤0.01%
+103
627
$8.59K ﹤0.01%
+50
628
$8.54K ﹤0.01%
161
629
$8.49K ﹤0.01%
+585
630
$8.4K ﹤0.01%
+345
631
$8.38K ﹤0.01%
112
+29
632
$8.36K ﹤0.01%
161
+61
633
$8.31K ﹤0.01%
96
634
$8.24K ﹤0.01%
366
635
$8.21K ﹤0.01%
167
636
$8.14K ﹤0.01%
+84
637
$8.1K ﹤0.01%
101
638
$8.1K ﹤0.01%
800
639
$8.04K ﹤0.01%
41
640
$7.9K ﹤0.01%
114
641
$7.89K ﹤0.01%
+190
642
$7.88K ﹤0.01%
125
643
$7.83K ﹤0.01%
121
644
$7.81K ﹤0.01%
65
645
$7.79K ﹤0.01%
116
+51
646
$7.58K ﹤0.01%
+131
647
$7.52K ﹤0.01%
70
648
$7.5K ﹤0.01%
46
649
$7.49K ﹤0.01%
300
650
$7.49K ﹤0.01%
525
24 25
26
27 28