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
$757M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$62.9M
3
+$56M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$55.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$45.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.25%
2 Technology 3.47%
3 Financials 1.65%
4 Healthcare 1.53%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.01%
+1,240
227
$111K 0.01%
+1,564
228
$110K 0.01%
+666
229
$110K 0.01%
+4,564
230
$110K 0.01%
+2,611
231
$109K 0.01%
+620
232
$107K 0.01%
+1,255
233
$104K 0.01%
+397
234
$103K 0.01%
+1,562
235
$101K 0.01%
+887
236
$98.9K 0.01%
+856
237
$98.6K 0.01%
+356
238
$95.9K 0.01%
+4,105
239
$94.8K 0.01%
+1,570
240
$94.6K 0.01%
+1,519
241
$92.2K 0.01%
+2,233
242
$91.2K 0.01%
+322
243
$91.1K 0.01%
+5,005
244
$90.8K 0.01%
+700
245
$90K 0.01%
+2,325
246
$89.4K 0.01%
+1,319
247
$88.9K 0.01%
+3,550
248
$88.4K 0.01%
+365
249
$88.2K 0.01%
+381
250
$88.1K 0.01%
+4,300
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