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
701
$2.74K ﹤0.01%
50
702
$2.71K ﹤0.01%
10
703
$2.66K ﹤0.01%
244
704
$2.6K ﹤0.01%
30
705
$2.5K ﹤0.01%
500
706
$2.47K ﹤0.01%
41
707
$2.44K ﹤0.01%
150
708
$2.39K ﹤0.01%
97
-115
709
$2.38K ﹤0.01%
160
710
$2.35K ﹤0.01%
125
711
$2.25K ﹤0.01%
+40
712
$2.22K ﹤0.01%
+40
713
$2.2K ﹤0.01%
1,000
714
$2.18K ﹤0.01%
170
715
$2.15K ﹤0.01%
120
716
$2.02K ﹤0.01%
90
717
$2K ﹤0.01%
100
718
$1.99K ﹤0.01%
63
719
$1.98K ﹤0.01%
82
720
$1.93K ﹤0.01%
25
-325
721
$1.86K ﹤0.01%
+20
722
$1.79K ﹤0.01%
+3,200
723
$1.76K ﹤0.01%
32
724
$1.67K ﹤0.01%
22
725
$1.62K ﹤0.01%
33
27 28
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30 31