AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
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
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$15M

Top Sells

1
+$33.3M
2
+$24.3M
3
+$15M
4
XLF icon
State Street Financial Select Sector SPDR ETF
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
726
$2.27K ﹤0.01%
43
727
$2.26K ﹤0.01%
+27
728
$2.16K ﹤0.01%
90
729
$2.14K ﹤0.01%
500
730
$2.09K ﹤0.01%
+90
731
$2.08K ﹤0.01%
39
732
$2.05K ﹤0.01%
100
733
$1.99K ﹤0.01%
20
734
$1.85K ﹤0.01%
100
735
$1.75K ﹤0.01%
665
736
$1.68K ﹤0.01%
25
737
$1.64K ﹤0.01%
9
738
$1.61K ﹤0.01%
53
739
$1.59K ﹤0.01%
83
740
$1.56K ﹤0.01%
16
741
$1.44K ﹤0.01%
22
742
$1.35K ﹤0.01%
596
-232
743
$1.33K ﹤0.01%
188
744
$1.29K ﹤0.01%
58
745
$1.29K ﹤0.01%
115
746
$1.29K ﹤0.01%
5
747
$1.28K ﹤0.01%
63
748
$1.2K ﹤0.01%
42
749
$1.19K ﹤0.01%
+25
750
$1.15K ﹤0.01%
85
28 29
30
31 32