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
101
$413K 0.05%
6,386
-300
102
$409K 0.04%
803
103
$405K 0.04%
2,899
+356
104
$396K 0.04%
2,824
-30
105
$395K 0.04%
2,324
+1,307
106
$387K 0.04%
4,959
107
$383K 0.04%
3,946
-442
108
$382K 0.04%
1,528
-111
109
$381K 0.04%
1,831
-55
110
$380K 0.04%
9,048
+732
111
$380K 0.04%
3,545
-277
112
$378K 0.04%
5,708
113
$373K 0.04%
4,598
-463
114
$363K 0.04%
21,869
-2,292
115
$356K 0.04%
631
+27
116
$352K 0.04%
9,058
+8,458
117
$351K 0.04%
6,120
-29
118
$347K 0.04%
3,748
+66
119
$343K 0.04%
20,622
+99
120
$324K 0.04%
1,413
+63
121
$323K 0.04%
6,781
+2,458
122
$323K 0.04%
3,138
-51
123
$319K 0.03%
10,422
-396
124
$310K 0.03%
24,984
-1,144
125
$308K 0.03%
6,223
3 4
5
6 7