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
826
$252 ﹤0.01%
3
827
$208 ﹤0.01%
22
828
$168 ﹤0.01%
70
829
$105 ﹤0.01%
20
830
$101 ﹤0.01%
20
831
$91 ﹤0.01%
6
832
$83 ﹤0.01%
11
833
$74 ﹤0.01%
2
834
$68 ﹤0.01%
150
835
$47 ﹤0.01%
3
836
$22 ﹤0.01%
1
837
– –
-100
838
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-10
839
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-1,359
840
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841
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-18
842
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843
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844
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-125
845
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-23
846
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-30
847
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-300
848
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849
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-216
850
– –
-1,327
32 33
34
35 36