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
176
$177K 0.02%
4,110
177
$174K 0.02%
3,488
+5
178
$173K 0.02%
5,958
+71
179
$171K 0.02%
845
180
$170K 0.02%
1,967
181
$168K 0.02%
1,325
182
$165K 0.02%
1,816
183
$165K 0.02%
1,116
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184
$162K 0.02%
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-429
185
$162K 0.02%
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-202
186
$162K 0.02%
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-207
187
$161K 0.02%
2,536
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188
$161K 0.02%
5,984
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189
$160K 0.02%
2,213
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190
$156K 0.02%
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191
$154K 0.02%
+2,387
192
$149K 0.02%
1,127
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193
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194
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952
195
$146K 0.02%
741
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196
$142K 0.02%
1,810
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197
$142K 0.02%
438
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198
$141K 0.02%
1,860
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199
$141K 0.02%
1,265
-203
200
$138K 0.02%
348
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