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
126
$413K 0.03%
3,432
127
$408K 0.03%
6,896
-978
128
$406K 0.03%
10,500
129
$391K 0.03%
17,240
+6,335
130
$387K 0.03%
3,376
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131
$386K 0.03%
962
132
$380K 0.03%
2,054
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133
$379K 0.03%
1,278
-182
134
$364K 0.03%
4,078
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135
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1,601
+3
136
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3,364
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137
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138
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6,148
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139
$344K 0.03%
2,851
-233
140
$340K 0.03%
3,352
141
$336K 0.03%
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142
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143
$332K 0.03%
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144
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4,381
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145
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146
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147
$322K 0.03%
3,245
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148
$319K 0.03%
7,508
+230
149
$316K 0.03%
5,608
+3,501
150
$310K 0.02%
912
+13
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6
7 8