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
351
$53.5K ﹤0.01%
550
352
$52.9K ﹤0.01%
332
+100
353
$51.2K ﹤0.01%
178
+60
354
$50.7K ﹤0.01%
803
-93
355
$50.3K ﹤0.01%
424
-353
356
$50.2K ﹤0.01%
633
357
$50.1K ﹤0.01%
49
-3
358
$50K ﹤0.01%
112
359
$49.9K ﹤0.01%
529
-711
360
$48.7K ﹤0.01%
991
361
$48.5K ﹤0.01%
1,105
-1,888
362
$48.4K ﹤0.01%
446
363
$47.3K ﹤0.01%
45
+25
364
$46.8K ﹤0.01%
3,516
365
$46.4K ﹤0.01%
254
+40
366
$46.3K ﹤0.01%
636
367
$45.6K ﹤0.01%
907
368
$45.5K ﹤0.01%
97
+48
369
$44.9K ﹤0.01%
2,194
370
$44.3K ﹤0.01%
1,559
-766
371
$44.1K ﹤0.01%
1,594
-66
372
$44.1K ﹤0.01%
240
373
$44.1K ﹤0.01%
186
-30
374
$43.5K ﹤0.01%
938
375
$43K ﹤0.01%
651
13 14
15
16 17