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
$1.21B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1 +$43.5M
2 +$33.6M
3 +$17.2M
4
BND icon
Vanguard Total Bond Market
BND
+$17.2M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$15M

Top Sells

1 +$33.3M
2 +$24.3M
3 +$15M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$9.77M
5
VHT icon
Vanguard Health Care ETF
VHT
+$9.65M

Sector Composition

1 Technology 3.56%
2 Industrials 2.6%
3 Financials 1.47%
4 Consumer Discretionary 1.35%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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11,176
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2,636
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154
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