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
651
$7.36K ﹤0.01%
400
+100
652
$7.34K ﹤0.01%
200
653
$7.3K ﹤0.01%
+34
654
$7.29K ﹤0.01%
137
655
$7.19K ﹤0.01%
44
656
$6.98K ﹤0.01%
293
-1,414
657
$6.95K ﹤0.01%
100
658
$6.89K ﹤0.01%
65
659
$6.87K ﹤0.01%
461
660
$6.79K ﹤0.01%
3,060
661
$6.76K ﹤0.01%
200
662
$6.71K ﹤0.01%
141
663
$6.62K ﹤0.01%
453
664
$6.59K ﹤0.01%
1,724
665
$6.56K ﹤0.01%
327
666
$6.52K ﹤0.01%
123
667
$6.34K ﹤0.01%
200
668
$6.34K ﹤0.01%
5
669
$6.24K ﹤0.01%
413
-14
670
$6.18K ﹤0.01%
652
671
$6.15K ﹤0.01%
+156
672
$6.13K ﹤0.01%
380
+180
673
$6.03K ﹤0.01%
200
674
$5.83K ﹤0.01%
700
675
$5.77K ﹤0.01%
175
-261
25 26
27
28 29