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
676
$5.95K ﹤0.01%
157
677
$5.95K ﹤0.01%
10
678
$5.93K ﹤0.01%
313
679
$5.82K ﹤0.01%
3,000
680
$5.79K ﹤0.01%
+200
681
$5.78K ﹤0.01%
450
682
$5.75K ﹤0.01%
141
683
$5.69K ﹤0.01%
119
684
$5.61K ﹤0.01%
225
+125
685
$5.54K ﹤0.01%
652
686
$5.5K ﹤0.01%
+950
687
$5.35K ﹤0.01%
1,008
+8
688
$5.26K ﹤0.01%
196
+1
689
$5.21K ﹤0.01%
+106
690
$5.19K ﹤0.01%
225
691
$5.12K ﹤0.01%
2,611
692
$5.01K ﹤0.01%
160
693
$4.98K ﹤0.01%
200
694
$4.97K ﹤0.01%
50
695
$4.96K ﹤0.01%
60
696
$4.95K ﹤0.01%
407
697
$4.94K ﹤0.01%
962
698
$4.87K ﹤0.01%
673
+4
699
$4.82K ﹤0.01%
142
+100
700
$4.78K ﹤0.01%
100
26 27
28
29 30