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
726
$1.61K ﹤0.01%
39
727
$1.49K ﹤0.01%
367
728
$1.44K ﹤0.01%
85
-54
729
$1.43K ﹤0.01%
30
730
$1.41K ﹤0.01%
179
731
$1.31K ﹤0.01%
13
732
$1.27K ﹤0.01%
30
-353
733
$1.21K ﹤0.01%
5
734
$1.19K ﹤0.01%
55
735
$1.17K ﹤0.01%
22
736
$1.16K ﹤0.01%
16
-105
737
$1.07K ﹤0.01%
58
738
$1.02K ﹤0.01%
+42
739
$946 ﹤0.01%
16
-107
740
$892 ﹤0.01%
30
741
$889 ﹤0.01%
7
-15
742
$869 ﹤0.01%
29
743
$647 ﹤0.01%
+10
744
$630 ﹤0.01%
75
745
$625 ﹤0.01%
140
-165
746
$604 ﹤0.01%
45
747
$555 ﹤0.01%
100
748
$521 ﹤0.01%
359
749
$497 ﹤0.01%
26
750
$490 ﹤0.01%
10
28 29
30
31 32