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
$1.21B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$33.6M
3
+$17.2M
4
BND icon
Vanguard Total Bond Market
BND
+$17.2M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$15M

Top Sells

1
+$33.3M
2
+$24.3M
3
+$15M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$9.77M
5
VHT icon
Vanguard Health Care ETF
VHT
+$9.65M

Sector Composition

1 Technology 3.56%
2 Industrials 2.6%
3 Financials 1.47%
4 Consumer Discretionary 1.35%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.12%
36,204
+2,224
52
$1.5M 0.12%
13,278
-252
53
$1.49M 0.12%
33,249
-253
54
$1.47M 0.12%
3,631
-153
55
$1.18M 0.1%
2,013
-7
56
$1.11M 0.09%
7,815
-154
57
$1.11M 0.09%
21,643
+2,733
58
$1.1M 0.09%
27,705
-2,808
59
$1.09M 0.09%
11,962
+155
60
$1.07M 0.09%
13,229
-555
61
$1.04M 0.09%
3,416
-159
62
$1.03M 0.09%
9,860
-233
63
$956K 0.08%
5,896
-27
64
$953K 0.08%
2,436
-94
65
$938K 0.08%
5,416
-46
66
$903K 0.07%
8,803
-147
67
$899K 0.07%
17,582
+3,679
68
$890K 0.07%
1,004
+125
69
$885K 0.07%
4,284
-119
70
$876K 0.07%
9,820
71
$863K 0.07%
4,095
-26
72
$860K 0.07%
5,056
+13
73
$854K 0.07%
38,832
-1,641
74
$852K 0.07%
10,730
+1,846
75
$849K 0.07%
7,812
+1
1 2
3
4 5