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
51
$1.1M 0.11%
32,747
-929
52
$1.09M 0.11%
10,704
-657
53
$1.08M 0.1%
8,617
-361
54
$1.06M 0.1%
10,023
55
$1.03M 0.1%
3,488
-108
56
$1.02M 0.1%
13,020
-687
57
$1.01M 0.1%
6,436
-511
58
$961K 0.09%
6,558
-302
59
$936K 0.09%
10,291
+2
60
$917K 0.09%
5,397
+247
61
$899K 0.09%
8,296
-3,405
62
$879K 0.09%
4,193
-18
63
$866K 0.08%
1,492
64
$852K 0.08%
13,800
+3,513
65
$851K 0.08%
15,345
-930
66
$792K 0.08%
9,749
-668
67
$763K 0.07%
14,954
-16
68
$750K 0.07%
2,538
69
$741K 0.07%
14,970
+5,430
70
$724K 0.07%
18,365
+9,307
71
$703K 0.07%
7,248
-764
72
$698K 0.07%
13,278
-534
73
$697K 0.07%
4,674
-590
74
$695K 0.07%
27,687
75
$689K 0.07%
41,077
-139
1 2
3
4 5