AAG
Armstrong Advisory Group Portfolio holdings
AUM
$1.32B
1-Year Return
10.15%
This Quarter Return
+5.83%
1 Year Return
+10.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$847M
AUM Growth
+$89.6M
(+12%)
Cap. Flow
+$55M
Cap. Flow
% of AUM
6.5%
Top 10 Holdings %
Top 10 Hldgs %
60.64%
Holding
830
New
22
Increased
94
Reduced
182
Closed
48
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$47M |
| 2 |
Schwab 1000 Index ETF
SCHK
|
+$45.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$34.5M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$20M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$12M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$40.4M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$15.3M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$11.7M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$7.62M |
| 5 |
Vanguard Health Care ETF
VHT
|
+$7.26M |
Sector Composition
| 1 | Industrials | 4.08% |
| 2 | Technology | 3.81% |
| 3 | Financials | 1.37% |
| 4 | Consumer Discretionary | 1.36% |
| 5 | Healthcare | 1.25% |
