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
326
$62K 0.01%
+471
327
$61.9K 0.01%
1,618
+6
328
$61.5K 0.01%
2,617
329
$61.4K 0.01%
1,188
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330
$60.9K 0.01%
1,305
331
$60.8K 0.01%
411
332
$60K 0.01%
1,516
+212
333
$59.8K 0.01%
3,382
-339
334
$59.7K 0.01%
298
335
$59.2K 0.01%
1,098
-88
336
$58.8K 0.01%
7,901
-261
337
$58.4K 0.01%
133
338
$58.3K 0.01%
500
339
$57.9K 0.01%
488
+289
340
$57.4K 0.01%
506
341
$56.9K 0.01%
1,645
342
$56.5K 0.01%
1,439
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343
$55.4K ﹤0.01%
406
-38
344
$55.3K ﹤0.01%
273
+1
345
$55.3K ﹤0.01%
253
-13
346
$54.4K ﹤0.01%
1,203
347
$54.1K ﹤0.01%
695
+30
348
$53.8K ﹤0.01%
742
349
$53.7K ﹤0.01%
1,232
-345
350
$53.6K ﹤0.01%
326
12 13
14
15 16