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
301
$78.3K 0.01%
1,442
-70
302
$78.2K 0.01%
730
-75
303
$76.5K 0.01%
694
304
$76.2K 0.01%
889
+578
305
$76.1K 0.01%
+3,003
306
$74.4K 0.01%
+591
307
$74.1K 0.01%
951
+230
308
$73.1K 0.01%
5,202
+5
309
$72.3K 0.01%
496
+188
310
$70.3K 0.01%
2,089
-222
311
$70.1K 0.01%
231
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312
$69.8K 0.01%
3,106
313
$68.8K 0.01%
443
-100
314
$68.6K 0.01%
1,445
-899
315
$68K 0.01%
217
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316
$67.7K 0.01%
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317
$66.8K 0.01%
511
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318
$66.7K 0.01%
196
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319
$66.1K 0.01%
84
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320
$65.4K 0.01%
1,263
321
$64.9K 0.01%
2,105
322
$63.5K 0.01%
192
323
$62.6K 0.01%
1,626
+7
324
$62.2K 0.01%
21
325
$62.1K 0.01%
1,851
11 12
13
14 15