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
$1.03B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$33.9M
3
+$26.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.82M

Top Sells

1
+$38M
2
+$30.3M
3
+$14.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$556K

Sector Composition

1 Technology 3.55%
2 Industrials 3.21%
3 Consumer Discretionary 1.35%
4 Financials 1.3%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.03%
15,000
-5,622
152
$268K 0.03%
1,958
+842
153
$263K 0.03%
1,011
154
$262K 0.03%
7,278
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155
$259K 0.03%
1,151
-262
156
$258K 0.03%
991
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157
$255K 0.02%
2,507
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158
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1,461
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$253K 0.02%
966
160
$252K 0.02%
5,561
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161
$252K 0.02%
3,352
162
$250K 0.02%
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-75
163
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4,647
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164
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165
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166
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167
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168
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169
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170
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171
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172
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3,174
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173
$205K 0.02%
2,324
-53
174
$201K 0.02%
6,873
175
$201K 0.02%
3,494
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