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
276
$90.3K 0.01%
4,820
277
$90K 0.01%
230
278
$89.7K 0.01%
693
+279
279
$89.3K 0.01%
523
-149
280
$89.2K 0.01%
378
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281
$89.1K 0.01%
738
+86
282
$88.6K 0.01%
965
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283
$88K 0.01%
3,502
284
$87.3K 0.01%
1,090
+760
285
$86.8K 0.01%
2,234
-411
286
$86.7K 0.01%
500
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287
$86.4K 0.01%
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-2,495
288
$83.8K 0.01%
4,930
-335
289
$83.8K 0.01%
1,160
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290
$83.4K 0.01%
812
291
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292
$82.5K 0.01%
356
293
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1,769
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294
$82.1K 0.01%
2,312
295
$82.1K 0.01%
9,104
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296
$81.1K 0.01%
217
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297
$80.9K 0.01%
344
298
$79K 0.01%
410
299
$78.6K 0.01%
+458
300
$78.4K 0.01%
1,300
-9
10 11
12
13 14