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
301
$56.1K 0.01%
+368
302
$56K 0.01%
+500
303
$55.9K 0.01%
+1,000
304
$55.1K 0.01%
+398
305
$55K 0.01%
+482
306
$54.8K 0.01%
+1,256
307
$54.3K 0.01%
+419
308
$53.1K 0.01%
+629
309
$52.6K 0.01%
+1,126
310
$52.6K 0.01%
+197
311
$52.1K 0.01%
+1,305
312
$52K 0.01%
+2,617
313
$51.8K 0.01%
+21
314
$51.7K 0.01%
+633
315
$51.6K 0.01%
+1,524
316
$51K 0.01%
+506
317
$51K 0.01%
+1,745
318
$50.9K 0.01%
+3,200
319
$50.6K 0.01%
+791
320
$50.4K 0.01%
+862
321
$50.2K 0.01%
+550
322
$49.8K 0.01%
+621
323
$49.8K 0.01%
+1,110
324
$49.5K 0.01%
+2,870
325
$49.3K 0.01%
+1,175
11 12
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