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
126
$302K 0.03%
12,792
+12
127
$302K 0.03%
1,840
+482
128
$301K 0.03%
2,181
-327
129
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3,964
+231
130
$288K 0.03%
5,461
131
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5,585
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132
$288K 0.03%
2,402
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133
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134
$281K 0.03%
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135
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136
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4,336
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137
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138
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2,421
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139
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140
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141
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142
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144
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2,136
145
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146
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1,235
-39
147
$241K 0.03%
7,178
148
$235K 0.03%
8,706
-560
149
$234K 0.03%
1,571
150
$229K 0.03%
3,352
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6
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