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
626
$9.89K ﹤0.01%
+40
627
$9.89K ﹤0.01%
100
628
$9.86K ﹤0.01%
200
629
$9.86K ﹤0.01%
1,100
630
$9.83K ﹤0.01%
782
631
$9.82K ﹤0.01%
256
632
$9.73K ﹤0.01%
100
633
$9.59K ﹤0.01%
+27
634
$9.57K ﹤0.01%
90
635
$9.45K ﹤0.01%
318
636
$9.41K ﹤0.01%
697
637
$9.3K ﹤0.01%
327
638
$9.27K ﹤0.01%
+70
639
$9.22K ﹤0.01%
200
640
$9.16K ﹤0.01%
+79
641
$9.1K ﹤0.01%
54
642
$9.08K ﹤0.01%
+32
643
$9.07K ﹤0.01%
353
+3
644
$9.01K ﹤0.01%
137
645
$8.83K ﹤0.01%
293
646
$8.79K ﹤0.01%
+108
647
$8.7K ﹤0.01%
180
648
$8.36K ﹤0.01%
113
649
$8.35K ﹤0.01%
+83
650
$8.3K ﹤0.01%
461
24 25
26
27 28