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
$916M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$14.5M
3
+$13M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.11M
5
BND icon
Vanguard Total Bond Market
BND
+$991K

Top Sells

1
+$19.5M
2
+$9.31M
3
+$2.46M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.62M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Technology 3.49%
2 Industrials 3.38%
3 Consumer Discretionary 1.35%
4 Financials 1.33%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.28K ﹤0.01%
100
727
$3.23K ﹤0.01%
500
728
$3.21K ﹤0.01%
+160
729
$3.15K ﹤0.01%
61
730
$3.14K ﹤0.01%
+49
731
$3.11K ﹤0.01%
+65
732
$3.05K ﹤0.01%
+7
733
$3.02K ﹤0.01%
+136
734
$3.01K ﹤0.01%
100
-1,204
735
$3K ﹤0.01%
+44
736
$2.99K ﹤0.01%
+47
737
$2.99K ﹤0.01%
+67
738
$2.98K ﹤0.01%
700
739
$2.96K ﹤0.01%
156
740
$2.92K ﹤0.01%
500
741
$2.91K ﹤0.01%
200
742
$2.89K ﹤0.01%
20
743
$2.89K ﹤0.01%
95
744
$2.86K ﹤0.01%
+59
745
$2.82K ﹤0.01%
+88
746
$2.81K ﹤0.01%
71
747
$2.78K ﹤0.01%
+37
748
$2.77K ﹤0.01%
500
749
$2.77K ﹤0.01%
67
750
$2.77K ﹤0.01%
+22
28 29
30
31 32