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
276
$66.9K 0.01%
+3,823
277
$65.6K 0.01%
+661
278
$64.9K 0.01%
+1,263
279
$63.9K 0.01%
+1,087
280
$63.3K 0.01%
+1,959
281
$63K 0.01%
+1,319
282
$62.8K 0.01%
+344
283
$62.5K 0.01%
+1,064
284
$61.4K 0.01%
+1,365
285
$61.3K 0.01%
+185
286
$60.7K 0.01%
+1,158
287
$60.5K 0.01%
+999
288
$60.5K 0.01%
+208
289
$60.4K 0.01%
+797
290
$59.9K 0.01%
+1,490
291
$59.9K 0.01%
+608
292
$59.6K 0.01%
+2,075
293
$59.3K 0.01%
+1,914
294
$59.1K 0.01%
+1,106
295
$59.1K 0.01%
+2,680
296
$58.8K 0.01%
+307
297
$58.7K 0.01%
+1,000
298
$58.5K 0.01%
+904
299
$57.8K 0.01%
+453
300
$56.2K 0.01%
+103
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