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
$1.21B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$33.6M
3
+$17.2M
4
BND icon
Vanguard Total Bond Market
BND
+$17.2M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$15M

Top Sells

1
+$33.3M
2
+$24.3M
3
+$15M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$9.77M
5
VHT icon
Vanguard Health Care ETF
VHT
+$9.65M

Sector Composition

1 Technology 3.56%
2 Industrials 2.6%
3 Financials 1.47%
4 Consumer Discretionary 1.35%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$515K 0.04%
4,335
102
$515K 0.04%
2,169
+16
103
$508K 0.04%
5,631
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104
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3,084
+177
105
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521
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106
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4,327
-30
107
$492K 0.04%
21,771
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108
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1,276
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109
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4,959
110
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1,740
111
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9,114
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112
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25,243
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113
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10,522
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114
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609
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115
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19,494
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116
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11,583
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117
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118
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119
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120
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121
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122
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123
$396K 0.03%
1,460
124
$396K 0.03%
691
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125
$391K 0.03%
2,059
+130
3 4
5
6 7