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
201
$134K 0.01%
1,510
202
$133K 0.01%
206
+13
203
$133K 0.01%
3,611
-500
204
$128K 0.01%
7,360
+52
205
$127K 0.01%
472
+40
206
$126K 0.01%
6,731
+5
207
$124K 0.01%
1,032
208
$122K 0.01%
933
-30
209
$122K 0.01%
1,187
-321
210
$122K 0.01%
1,747
-607
211
$121K 0.01%
3,237
-1,114
212
$120K 0.01%
3,837
213
$120K 0.01%
1,527
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214
$117K 0.01%
1,300
215
$116K 0.01%
568
216
$115K 0.01%
700
217
$115K 0.01%
3,132
218
$114K 0.01%
2,364
219
$112K 0.01%
1,240
220
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7,822
-731
221
$111K 0.01%
2,888
+9
222
$109K 0.01%
+720
223
$109K 0.01%
1,450
+144
224
$109K 0.01%
2,770
-1,124
225
$107K 0.01%
5,199
+899
7 8
9
10 11