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
401
$32.8K ﹤0.01%
+522
402
$32.6K ﹤0.01%
+423
403
$31.9K ﹤0.01%
+907
404
$31.9K ﹤0.01%
+1,739
405
$31.3K ﹤0.01%
+2,531
406
$31.1K ﹤0.01%
+350
407
$31K ﹤0.01%
+1,000
408
$31K ﹤0.01%
+1,500
409
$31K ﹤0.01%
+94
410
$30.8K ﹤0.01%
+808
411
$30.3K ﹤0.01%
+269
412
$30.2K ﹤0.01%
+298
413
$30.2K ﹤0.01%
+800
414
$29.1K ﹤0.01%
+1,633
415
$29.1K ﹤0.01%
+75
416
$28.9K ﹤0.01%
+100
417
$28.7K ﹤0.01%
+875
418
$28.5K ﹤0.01%
+240
419
$28.4K ﹤0.01%
+1,109
420
$28.3K ﹤0.01%
+1,679
421
$28.3K ﹤0.01%
+1,284
422
$27.8K ﹤0.01%
+228
423
$27.6K ﹤0.01%
+484
424
$27.5K ﹤0.01%
+300
425
$27.4K ﹤0.01%
+89
15 16
17
18 19