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
801
$1.26K ﹤0.01%
+150
802
$1.14K ﹤0.01%
75
803
$1.14K ﹤0.01%
140
804
$1.13K ﹤0.01%
24
805
$1.1K ﹤0.01%
5
806
$1.09K ﹤0.01%
43
807
$1.06K ﹤0.01%
63
808
$1.06K ﹤0.01%
34
809
$1.06K ﹤0.01%
22
810
$1.04K ﹤0.01%
+35
811
$999 ﹤0.01%
188
812
$938 ﹤0.01%
+250
813
$925 ﹤0.01%
40
814
$890 ﹤0.01%
57
-100
815
$838 ﹤0.01%
20
816
$815 ﹤0.01%
+33
817
$813 ﹤0.01%
55
818
$786 ﹤0.01%
100
819
$601 ﹤0.01%
30
820
$570 ﹤0.01%
89
821
$542 ﹤0.01%
60
822
$505 ﹤0.01%
+250
823
$468 ﹤0.01%
26
824
$448 ﹤0.01%
30
825
$428 ﹤0.01%
100
31 32
33
34 35