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
776
$2.38K ﹤0.01%
22
777
$2.37K ﹤0.01%
67
778
$2.37K ﹤0.01%
86
779
$2.34K ﹤0.01%
160
780
$2.27K ﹤0.01%
52
781
$2.23K ﹤0.01%
+60
782
$2.19K ﹤0.01%
22
+6
783
$2.1K ﹤0.01%
120
784
$2.08K ﹤0.01%
+41
785
$2.05K ﹤0.01%
+57
786
$1.91K ﹤0.01%
+10
787
$1.9K ﹤0.01%
90
788
$1.88K ﹤0.01%
+525
789
$1.86K ﹤0.01%
+13
790
$1.74K ﹤0.01%
22
-11
791
$1.71K ﹤0.01%
9
792
$1.53K ﹤0.01%
115
793
$1.51K ﹤0.01%
53
794
$1.5K ﹤0.01%
20
795
$1.49K ﹤0.01%
22
+6
796
$1.47K ﹤0.01%
+47
797
$1.46K ﹤0.01%
83
798
$1.45K ﹤0.01%
39
799
$1.43K ﹤0.01%
90
800
$1.27K ﹤0.01%
58
30 31
32
33 34