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
$847M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$45.8M
3
+$34.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$20M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$12M

Top Sells

1
+$40.4M
2
+$15.3M
3
+$11.7M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$7.62M
5
VHT icon
Vanguard Health Care ETF
VHT
+$7.26M

Sector Composition

1 Industrials 4.08%
2 Technology 3.81%
3 Financials 1.37%
4 Consumer Discretionary 1.36%
5 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.5K ﹤0.01%
30
702
$2.5K ﹤0.01%
500
703
$2.49K ﹤0.01%
200
-200
704
$2.49K ﹤0.01%
6
705
$2.47K ﹤0.01%
50
706
$2.42K ﹤0.01%
622
+8
707
$2.41K ﹤0.01%
18
708
$2.38K ﹤0.01%
150
709
$2.17K ﹤0.01%
83
710
$2.16K ﹤0.01%
120
711
$2.14K ﹤0.01%
50
712
$2.03K ﹤0.01%
64
713
$1.99K ﹤0.01%
21
714
$1.97K ﹤0.01%
106
715
$1.97K ﹤0.01%
82
716
$1.91K ﹤0.01%
39
717
$1.89K ﹤0.01%
63
718
$1.82K ﹤0.01%
18
719
$1.78K ﹤0.01%
31
720
$1.78K ﹤0.01%
41
721
$1.74K ﹤0.01%
330
722
$1.73K ﹤0.01%
186
723
$1.64K ﹤0.01%
33
724
$1.63K ﹤0.01%
32
725
$1.62K ﹤0.01%
100
27 28
29
30 31