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
376
$36.8K ﹤0.01%
+161
377
$36.4K ﹤0.01%
+268
378
$36.4K ﹤0.01%
+1,804
379
$36.1K ﹤0.01%
+109
380
$35.7K ﹤0.01%
+297
381
$35.7K ﹤0.01%
+682
382
$35.6K ﹤0.01%
+1,000
383
$35.2K ﹤0.01%
+2,305
384
$35K ﹤0.01%
+500
385
$35K ﹤0.01%
+724
386
$35K ﹤0.01%
+165
387
$34.7K ﹤0.01%
+521
388
$34.4K ﹤0.01%
+1,023
389
$34.4K ﹤0.01%
+491
390
$34.2K ﹤0.01%
+1,609
391
$34.1K ﹤0.01%
+563
392
$33.6K ﹤0.01%
+534
393
$33.6K ﹤0.01%
+965
394
$33.3K ﹤0.01%
+775
395
$33.3K ﹤0.01%
+908
396
$33.3K ﹤0.01%
+1,802
397
$33.2K ﹤0.01%
+129
398
$33.2K ﹤0.01%
+602
399
$33.1K ﹤0.01%
+526
400
$33.1K ﹤0.01%
+118
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