AAG
Armstrong Advisory Group Portfolio holdings
AUM
$1.32B
1-Year Return
10.15%
This Quarter Return
-4%
1 Year Return
+10.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$916M
AUM Growth
-$25.9M
(-2.8%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
58.86%
Holding
883
New
83
Increased
148
Reduced
185
Closed
47
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$23.5M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$14.5M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$13M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$3.11M |
| 5 |
Vanguard Total Bond Market
BND
|
+$991K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$19.5M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
+$9.31M |
| 3 |
Vanguard Health Care ETF
VHT
|
+$2.46M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$1.62M |
| 5 |
Apple
AAPL
|
+$1.62M |
Sector Composition
| 1 | Technology | 3.49% |
| 2 | Industrials | 3.38% |
| 3 | Consumer Discretionary | 1.35% |
| 4 | Financials | 1.33% |
| 5 | Healthcare | 1.22% |
