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
176
$223K 0.02%
6,827
+53
177
$222K 0.02%
422
+50
178
$222K 0.02%
3,617
-120
179
$218K 0.02%
901
+261
180
$217K 0.02%
845
181
$217K 0.02%
4,110
182
$217K 0.02%
771
+98
183
$215K 0.02%
1,709
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184
$215K 0.02%
1,300
185
$214K 0.02%
2,526
186
$214K 0.02%
375
187
$211K 0.02%
1,816
188
$208K 0.02%
1,270
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189
$207K 0.02%
741
190
$206K 0.02%
2,312
191
$204K 0.02%
970
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192
$203K 0.02%
3,827
193
$201K 0.02%
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194
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195
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906
196
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2,406
197
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1,967
198
$190K 0.02%
3,603
-513
199
$185K 0.01%
3,877
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200
$184K 0.01%
+5,864
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