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
676
$5.67K ﹤0.01%
55
677
$5.5K ﹤0.01%
1,500
678
$5.22K ﹤0.01%
500
679
$5.17K ﹤0.01%
+25
680
$5.14K ﹤0.01%
1,049
681
$5.05K ﹤0.01%
217
682
$5.01K ﹤0.01%
176
683
$4.99K ﹤0.01%
1,000
684
$4.94K ﹤0.01%
200
685
$4.94K ﹤0.01%
248
686
$4.94K ﹤0.01%
180
687
$4.92K ﹤0.01%
100
688
$4.88K ﹤0.01%
212
+115
689
$4.84K ﹤0.01%
20
690
$4.82K ﹤0.01%
250
691
$4.74K ﹤0.01%
91
692
$4.7K ﹤0.01%
15
693
$4.69K ﹤0.01%
+100
694
$4.68K ﹤0.01%
84
695
$4.67K ﹤0.01%
43
696
$4.63K ﹤0.01%
350
697
$4.63K ﹤0.01%
30
698
$4.63K ﹤0.01%
17
699
$4.62K ﹤0.01%
118
700
$4.5K ﹤0.01%
41
26 27
28
29 30