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
751
$2.71K ﹤0.01%
12
752
$2.66K ﹤0.01%
32
753
$2.65K ﹤0.01%
50
754
$2.63K ﹤0.01%
160
755
$2.63K ﹤0.01%
+65
756
$2.62K ﹤0.01%
6
757
$2.61K ﹤0.01%
+13
758
$2.6K ﹤0.01%
+170
759
$2.59K ﹤0.01%
+108
760
$2.57K ﹤0.01%
+159
761
$2.56K ﹤0.01%
159
762
$2.53K ﹤0.01%
63
-12
763
$2.53K ﹤0.01%
+500
764
$2.47K ﹤0.01%
30
765
$2.46K ﹤0.01%
10
766
$2.44K ﹤0.01%
207
-1,767
767
$2.43K ﹤0.01%
750
768
$2.43K ﹤0.01%
244
769
$2.39K ﹤0.01%
+56
770
$2.38K ﹤0.01%
+47
771
$2.34K ﹤0.01%
22
-1
772
$2.29K ﹤0.01%
139
+36
773
$2.27K ﹤0.01%
+149
774
$2.22K ﹤0.01%
41
775
$2.19K ﹤0.01%
82
29 30
31
32 33