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
701
$4.49K ﹤0.01%
+41
702
$4.46K ﹤0.01%
322
703
$4.36K ﹤0.01%
+35
704
$4.34K ﹤0.01%
40
-35
705
$4.34K ﹤0.01%
60
706
$4.33K ﹤0.01%
450
707
$4.33K ﹤0.01%
43
708
$4.31K ﹤0.01%
50
709
$4.28K ﹤0.01%
150
710
$4.28K ﹤0.01%
115
-63
711
$4.23K ﹤0.01%
154
712
$4.22K ﹤0.01%
200
713
$4.2K ﹤0.01%
1,000
-1,000
714
$4.19K ﹤0.01%
272
715
$4.16K ﹤0.01%
665
716
$3.95K ﹤0.01%
146
717
$3.87K ﹤0.01%
300
718
$3.81K ﹤0.01%
3,000
719
$3.73K ﹤0.01%
+56
720
$3.72K ﹤0.01%
86
721
$3.63K ﹤0.01%
300
722
$3.45K ﹤0.01%
46
-9
723
$3.44K ﹤0.01%
100
724
$3.35K ﹤0.01%
+50
725
$3.29K ﹤0.01%
78
27 28
29
30 31