AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.18%
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
+$23.8M
2
+$15M
3
+$13.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.31M
5
BND icon
Vanguard Total Bond Market
BND
+$1.01M

Top Sells

1
+$19.5M
2
+$9.85M
3
+$2.56M
4
AAPL icon
Apple
AAPL
+$1.74M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.71M

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
126
$302K 0.03%
12,792
+12
127
$302K 0.03%
3,680
+964
128
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2,181
-327
129
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130
$288K 0.03%
5,461
131
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5,585
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132
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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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137
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2,421
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139
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140
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144
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2,136
145
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146
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1,235
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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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