AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
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 1.34%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-18
877
– –
-333
878
– –
-83
879
– –
-28
880
– –
-147
881
– –
-2,280
882
– –
-814
883
– –
-608
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