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
201
$155K 0.02%
1,325
202
$155K 0.02%
1,443
-120
203
$153K 0.01%
700
204
$148K 0.01%
348
205
$148K 0.01%
952
206
$146K 0.01%
14,890
+5,381
207
$145K 0.01%
6,441
-290
208
$144K 0.01%
1,510
209
$143K 0.01%
1,680
-180
210
$143K 0.01%
1,805
+58
211
$141K 0.01%
7,304
+2,689
212
$140K 0.01%
569
+1
213
$138K 0.01%
3,241
+4
214
$137K 0.01%
1,032
215
$135K 0.01%
933
216
$131K 0.01%
2,568
217
$130K 0.01%
452
-20
218
$130K 0.01%
1,422
-105
219
$126K 0.01%
3,132
220
$126K 0.01%
7,413
+53
221
$125K 0.01%
354
+55
222
$125K 0.01%
1,187
223
$124K 0.01%
7,796
-26
224
$123K 0.01%
1,487
-323
225
$122K 0.01%
720
7 8
9
10 11