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
376
$43K ﹤0.01%
+496
377
$42.1K ﹤0.01%
391
+3
378
$41.5K ﹤0.01%
1,152
379
$41.2K ﹤0.01%
1,658
380
$41.1K ﹤0.01%
212
+1
381
$40.8K ﹤0.01%
643
+432
382
$40.7K ﹤0.01%
1,860
383
$40.4K ﹤0.01%
+150
384
$39.8K ﹤0.01%
724
385
$39.2K ﹤0.01%
+529
386
$38.8K ﹤0.01%
1,459
-60
387
$38K ﹤0.01%
+410
388
$37.8K ﹤0.01%
285
389
$37.7K ﹤0.01%
460
+280
390
$37.6K ﹤0.01%
524
391
$37.4K ﹤0.01%
125
392
$36.8K ﹤0.01%
1,800
393
$36.5K ﹤0.01%
563
394
$36.1K ﹤0.01%
1,045
395
$36.1K ﹤0.01%
765
+59
396
$36K ﹤0.01%
326
397
$36K ﹤0.01%
141
-53
398
$35.8K ﹤0.01%
400
399
$35.8K ﹤0.01%
284
400
$35.7K ﹤0.01%
+116
14 15
16
17 18