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
801
$1.08K ﹤0.01%
22
-4
802
$993 ﹤0.01%
58
803
$943 ﹤0.01%
30
804
$932 ﹤0.01%
249
-625
805
$912 ﹤0.01%
55
806
$902 ﹤0.01%
29
807
$792 ﹤0.01%
+179
808
$760 ﹤0.01%
3
809
$734 ﹤0.01%
75
810
$726 ﹤0.01%
359
811
$700 ﹤0.01%
10
-34
812
$619 ﹤0.01%
60
+1
813
$555 ﹤0.01%
45
814
$521 ﹤0.01%
30
815
$464 ﹤0.01%
26
816
$460 ﹤0.01%
100
817
$360 ﹤0.01%
10
818
$358 ﹤0.01%
+5
819
$323 ﹤0.01%
5
820
$316 ﹤0.01%
89
821
$297 ﹤0.01%
10
822
$294 ﹤0.01%
38
823
$282 ﹤0.01%
198
824
$276 ﹤0.01%
120
825
$268 ﹤0.01%
40
-1,223
31 32
33
34 35