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
726
$3.85K ﹤0.01%
+60
727
$3.84K ﹤0.01%
95
728
$3.74K ﹤0.01%
250
729
$3.65K ﹤0.01%
71
730
$3.64K ﹤0.01%
43
731
$3.64K ﹤0.01%
50
732
$3.53K ﹤0.01%
+100
733
$3.48K ﹤0.01%
+125
734
$3.47K ﹤0.01%
115
735
$3.43K ﹤0.01%
200
736
$3.4K ﹤0.01%
300
737
$3.36K ﹤0.01%
115
738
$3.28K ﹤0.01%
700
739
$3.19K ﹤0.01%
+117
740
$3.19K ﹤0.01%
500
741
$3.13K ﹤0.01%
40
742
$3.1K ﹤0.01%
200
743
$3.08K ﹤0.01%
207
744
$3.05K ﹤0.01%
+263
745
$3.03K ﹤0.01%
300
746
$3K ﹤0.01%
10
747
$2.97K ﹤0.01%
8
748
$2.96K ﹤0.01%
81
749
$2.93K ﹤0.01%
+19
750
$2.88K ﹤0.01%
+200
28 29
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