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
326
$48.9K 0.01%
+1,000
327
$48.9K 0.01%
+1,705
328
$48.1K 0.01%
+266
329
$47.9K 0.01%
+166
330
$47.6K 0.01%
+216
331
$47.2K 0.01%
+548
332
$47.2K 0.01%
+4,564
333
$46.7K 0.01%
+1,110
334
$46.6K 0.01%
+2,209
335
$46.4K 0.01%
+387
336
$46.1K 0.01%
+1,331
337
$46K 0.01%
+326
338
$45.8K 0.01%
+364
339
$45.6K 0.01%
+2,163
340
$45.5K 0.01%
+142
341
$45.2K 0.01%
+525
342
$45.1K 0.01%
+739
343
$44.5K 0.01%
+250
344
$44.4K 0.01%
+255
345
$44.4K 0.01%
+1,807
346
$44.2K 0.01%
+2,194
347
$43.4K 0.01%
+133
348
$42.8K 0.01%
+2,496
349
$42.8K 0.01%
+194
350
$42.5K 0.01%
+2,239
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