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
201
$183K 0.01%
6,255
+81
202
$180K 0.01%
1,560
+70
203
$178K 0.01%
564
204
$178K 0.01%
8,341
+48
205
$178K 0.01%
1,343
-73,404
206
$176K 0.01%
+2,972
207
$173K 0.01%
604
208
$171K 0.01%
909
+64
209
$170K 0.01%
18,505
+1,150
210
$170K 0.01%
17,157
+1,109
211
$169K 0.01%
1,483
+180
212
$167K 0.01%
9,121
+562
213
$160K 0.01%
330
214
$160K 0.01%
6,025
+152
215
$160K 0.01%
902
+407
216
$159K 0.01%
2,263
-196
217
$157K 0.01%
7,796
218
$157K 0.01%
2,235
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219
$156K 0.01%
5,084
220
$153K 0.01%
720
221
$153K 0.01%
1,671
+167
222
$152K 0.01%
2,110
223
$151K 0.01%
1,379
224
$148K 0.01%
1,606
+200
225
$148K 0.01%
7,383
+1,657
7 8
9
10 11