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
51
$1.56M 0.12%
37,240
+1,036
52
$1.52M 0.12%
3,916
+285
53
$1.49M 0.12%
12,958
-320
54
$1.33M 0.11%
33,231
-18
55
$1.24M 0.1%
28,278
+573
56
$1.22M 0.1%
13,516
+287
57
$1.21M 0.1%
24,226
+2,583
58
$1.17M 0.09%
20,093
-751,099
59
$1.11M 0.09%
4,644
+549
60
$1.05M 0.08%
11,807
-155
61
$1.04M 0.08%
2,060
+47
62
$996K 0.08%
3,437
+21
63
$988K 0.08%
7,480
-335
64
$971K 0.08%
19,000
+1,418
65
$964K 0.08%
4,266
-18
66
$947K 0.08%
1,033
+29
67
$944K 0.08%
20,396
+7,446
68
$943K 0.08%
4,984
+148
69
$915K 0.07%
40,182
+1,350
70
$907K 0.07%
5,408
-8
71
$895K 0.07%
4,697
+579
72
$884K 0.07%
2,436
73
$875K 0.07%
9,806
-54
74
$857K 0.07%
10,990
+260
75
$850K 0.07%
5,876
-20
1 2
3
4 5