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
$1.32B
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$95.2M
2
+$65.7M
3
+$49.3M
4
GLD icon
SPDR Gold Trust
GLD
+$44.1M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$35.8M

Top Sells

1
+$90.8M
2
+$70.1M
3
+$43.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$29M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$27.7M

Sector Composition

1 Technology 3.51%
2 Industrials 2.16%
3 Financials 1.61%
4 Consumer Discretionary 1.38%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYLD icon
51
Global X S&P 500 Covered Call ETF
XYLD
$3.08B
$1.78M 0.13%
45,739
+8,499
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$539B
$1.77M 0.13%
5,837
-960
ABBV icon
53
AbbVie
ABBV
$401B
$1.76M 0.13%
9,480
-362
IJH icon
54
iShares Core S&P Mid-Cap ETF
IJH
$98.6B
$1.71M 0.13%
27,584
-908
GSLC icon
55
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.4B
$1.42M 0.11%
11,704
-1,254
HD icon
56
Home Depot
HD
$386B
$1.41M 0.11%
3,857
-59
JPM icon
57
JPMorgan Chase
JPM
$810B
$1.39M 0.11%
4,807
+163
BAC icon
58
Bank of America
BAC
$371B
$1.34M 0.1%
28,324
+46
VTEB icon
59
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$1.32M 0.1%
26,945
+2,719
VZ icon
60
Verizon
VZ
$170B
$1.31M 0.1%
30,193
-3,038
WMT icon
61
Walmart
WMT
$844B
$1.29M 0.1%
13,167
-349
USMV icon
62
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$1.11M 0.08%
11,807
T icon
63
AT&T
T
$187B
$1.08M 0.08%
37,431
-2,751
VGIT icon
64
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.3B
$1.08M 0.08%
18,035
+8,523
AGG icon
65
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.05M 0.08%
10,541
+2,004
COST icon
66
Costco
COST
$409B
$1.04M 0.08%
1,046
+13
LONZ icon
67
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$649M
$1M 0.08%
19,624
+624
HDV icon
68
iShares Core High Dividend ETF
HDV
$11.6B
$976K 0.07%
8,334
-10,193
MCD icon
69
McDonald's
MCD
$218B
$965K 0.07%
3,302
-135
GE icon
70
GE Aerospace
GE
$317B
$963K 0.07%
3,742
+88
GOOGL icon
71
Alphabet (Google) Class A
GOOGL
$3.04T
$962K 0.07%
5,456
+472
BSX icon
72
Boston Scientific
BSX
$145B
$960K 0.07%
8,935
+4,857
HON icon
73
Honeywell
HON
$129B
$955K 0.07%
4,102
-164
MTUM icon
74
iShares MSCI USA Momentum Factor ETF
MTUM
$19.1B
$942K 0.07%
3,918
+860
SDY icon
75
SPDR S&P Dividend ETF
SDY
$20B
$940K 0.07%
6,924
-556
1 2
3
4 5