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
401
$35.6K ﹤0.01%
210
-22
402
$35K ﹤0.01%
648
403
$34.3K ﹤0.01%
1,109
404
$34.3K ﹤0.01%
587
405
$34.1K ﹤0.01%
521
406
$34.1K ﹤0.01%
423
407
$33.9K ﹤0.01%
510
+63
408
$33.1K ﹤0.01%
280
409
$33.1K ﹤0.01%
250
-370
410
$33K ﹤0.01%
1,050
-200
411
$32.8K ﹤0.01%
243
+143
412
$32.5K ﹤0.01%
1,134
+1,052
413
$32.4K ﹤0.01%
109
-857
414
$32.2K ﹤0.01%
615
+313
415
$32.1K ﹤0.01%
+54
416
$32.1K ﹤0.01%
1,350
417
$31.9K ﹤0.01%
364
+80
418
$31.7K ﹤0.01%
1,102
-323
419
$31.5K ﹤0.01%
1,596
-300
420
$31.2K ﹤0.01%
263
+51
421
$31.2K ﹤0.01%
818
+100
422
$31K ﹤0.01%
495
-12
423
$30.9K ﹤0.01%
184
424
$30.8K ﹤0.01%
900
425
$30.8K ﹤0.01%
200
15 16
17
18 19