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
351
$42.4K 0.01%
+576
352
$42.4K 0.01%
+125
353
$42.4K 0.01%
+938
354
$41.2K 0.01%
+1,860
355
$40.8K 0.01%
+257
356
$40.4K 0.01%
+414
357
$40.4K 0.01%
+1,707
358
$40.3K 0.01%
+1,658
359
$40.3K 0.01%
+497
360
$40.2K 0.01%
+1,364
361
$40.1K 0.01%
+231
362
$39.4K 0.01%
+1,717
363
$39.1K 0.01%
+1,425
364
$39K 0.01%
+1,650
365
$38.7K 0.01%
+299
366
$38.7K 0.01%
+302
367
$38.2K 0.01%
+494
368
$38.2K 0.01%
+390
369
$38.1K 0.01%
+212
370
$38K 0.01%
+651
371
$37.8K 0.01%
+1,067
372
$37.7K 0.01%
+2,114
373
$37.6K ﹤0.01%
+606
374
$37.1K ﹤0.01%
+380
375
$37K ﹤0.01%
+896
13 14
15
16 17