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
701
$4.76K ﹤0.01%
71
702
$4.71K ﹤0.01%
78
+33
703
$4.63K ﹤0.01%
24
-13
704
$4.63K ﹤0.01%
96
705
$4.59K ﹤0.01%
+110
706
$4.59K ﹤0.01%
200
707
$4.4K ﹤0.01%
+100
708
$4.28K ﹤0.01%
+43
709
$4.23K ﹤0.01%
24
710
$4.19K ﹤0.01%
59
711
$4.14K ﹤0.01%
32
712
$4.14K ﹤0.01%
350
713
$4.14K ﹤0.01%
12
714
$4.12K ﹤0.01%
67
715
$4.1K ﹤0.01%
150
716
$4.08K ﹤0.01%
48
+23
717
$4.04K ﹤0.01%
200
718
$4.01K ﹤0.01%
+107
719
$3.99K ﹤0.01%
+671
720
$3.96K ﹤0.01%
65
721
$3.94K ﹤0.01%
285
+200
722
$3.9K ﹤0.01%
+66
723
$3.86K ﹤0.01%
43
724
$3.86K ﹤0.01%
118
725
$3.85K ﹤0.01%
+250
27 28
29
30 31