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
776
$2.12K ﹤0.01%
150
777
$2.11K ﹤0.01%
+98
778
$2.09K ﹤0.01%
117
779
$2.07K ﹤0.01%
45
780
$1.99K ﹤0.01%
+94
781
$1.98K ﹤0.01%
125
782
$1.96K ﹤0.01%
186
783
$1.94K ﹤0.01%
160
784
$1.94K ﹤0.01%
642
+11
785
$1.93K ﹤0.01%
120
786
$1.82K ﹤0.01%
90
787
$1.77K ﹤0.01%
63
788
$1.65K ﹤0.01%
100
789
$1.55K ﹤0.01%
37
-14
790
$1.46K ﹤0.01%
32
791
$1.45K ﹤0.01%
33
792
$1.45K ﹤0.01%
+33
793
$1.44K ﹤0.01%
39
794
$1.32K ﹤0.01%
13
795
$1.3K ﹤0.01%
367
796
$1.29K ﹤0.01%
22
797
$1.26K ﹤0.01%
5
798
$1.21K ﹤0.01%
+18
799
$1.21K ﹤0.01%
305
800
$1.14K ﹤0.01%
30
30 31
32
33 34