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
$1.13B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$59.4M
3
+$23.2M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M

Top Sells

1
+$26.6M
2
+$26M
3
+$16.7M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.3M

Sector Composition

1 Technology 3.74%
2 Industrials 2.75%
3 Consumer Discretionary 1.39%
4 Financials 1.33%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$105K 0.01%
16,886
252
$105K 0.01%
378
+12
253
$101K 0.01%
1,052
-458
254
$100K 0.01%
1,728
+36
255
$100K 0.01%
956
-231
256
$99.9K 0.01%
1,850
+485
257
$99.7K 0.01%
4,782
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258
$99K 0.01%
544
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259
$98.3K 0.01%
3,338
+701
260
$97.8K 0.01%
4,105
261
$97.6K 0.01%
1,063
-5,148
262
$97.5K 0.01%
1,838
263
$97K 0.01%
227
-10
264
$96.5K 0.01%
1,406
265
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266
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980
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267
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575
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268
$93.2K 0.01%
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269
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713
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$91.6K 0.01%
356
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271
$91.5K 0.01%
1,710
272
$91.1K 0.01%
971
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273
$91.1K 0.01%
1,843
-725
274
$90.9K 0.01%
1,539
-266
275
$90.6K 0.01%
4,300
9 10
11
12 13