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
$1.03B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$33.9M
3
+$26.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.82M

Top Sells

1
+$38M
2
+$30.3M
3
+$14.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$556K

Sector Composition

1 Technology 3.55%
2 Industrials 3.21%
3 Consumer Discretionary 1.35%
4 Financials 1.3%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4.68K ﹤0.01%
450
652
$4.66K ﹤0.01%
665
653
$4.58K ﹤0.01%
217
654
$4.57K ﹤0.01%
60
655
$4.34K ﹤0.01%
65
-51
656
$4.31K ﹤0.01%
118
657
$4.22K ﹤0.01%
146
658
$4.21K ﹤0.01%
20
-43
659
$4.2K ﹤0.01%
3,000
660
$4.14K ﹤0.01%
91
661
$4.13K ﹤0.01%
24
-117
662
$4.11K ﹤0.01%
115
663
$4.09K ﹤0.01%
272
664
$4.07K ﹤0.01%
300
665
$3.91K ﹤0.01%
100
666
$3.89K ﹤0.01%
78
667
$3.84K ﹤0.01%
71
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668
$3.81K ﹤0.01%
156
669
$3.65K ﹤0.01%
300
670
$3.65K ﹤0.01%
43
671
$3.61K ﹤0.01%
200
-180
672
$3.56K ﹤0.01%
84
673
$3.51K ﹤0.01%
43
674
$3.44K ﹤0.01%
160
675
$3.4K ﹤0.01%
453
25 26
27
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