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
101
$594K 0.05%
3,445
102
$575K 0.05%
645
+36
103
$556K 0.04%
10,329
+417
104
$552K 0.04%
9,512
+4,170
105
$549K 0.04%
2,586
+36
106
$534K 0.04%
521
107
$529K 0.04%
2,284
+22
108
$529K 0.04%
1,016
-22
109
$527K 0.04%
4,296
+63
110
$493K 0.04%
2,050
-119
111
$490K 0.04%
4,330
+3
112
$488K 0.04%
9,329
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113
$486K 0.04%
4,959
114
$480K 0.04%
819
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115
$475K 0.04%
5,765
+134
116
$469K 0.04%
12,135
+552
117
$468K 0.04%
17,087
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118
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11,013
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119
$458K 0.04%
19,741
-2,030
120
$456K 0.04%
4,335
121
$436K 0.03%
1,768
+28
122
$434K 0.03%
3,897
123
$428K 0.03%
25,263
+20
124
$419K 0.03%
1,800
+26
125
$415K 0.03%
15,199
+1,609
3 4
5
6 7