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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
26
$6.85M 0.61%
77,599
-6,131
27
$6.7M 0.59%
297,002
-1,176,660
28
$6.42M 0.57%
33,237
+1,623
29
$5.63M 0.5%
6,221
-202
30
$3.97M 0.35%
8,293
-155
31
$3.65M 0.32%
9,772
-463
32
$3.47M 0.31%
31,504
-537
33
$3.16M 0.28%
26,608
+5,514
34
$2.68M 0.24%
14,670
-813
35
$2.26M 0.2%
19,590
+283
36
$2.18M 0.19%
46,418
-73,895
37
$2.13M 0.19%
17,253
+2,283
38
$2.02M 0.18%
31,701
+50
39
$2.01M 0.18%
34,642
-209,965
40
$1.86M 0.16%
8,728
-60
41
$1.82M 0.16%
32,152
+11,529
42
$1.81M 0.16%
6,773
-1,512
43
$1.69M 0.15%
9,833
-386
44
$1.65M 0.15%
15,201
+4,497
45
$1.65M 0.15%
28,211
+25,142
46
$1.53M 0.14%
65,834
+13,413
47
$1.45M 0.13%
13,530
-2,044
48
$1.43M 0.13%
14,199
-78,292
49
$1.43M 0.13%
45,305
+9,880
50
$1.41M 0.13%
10,010
-13
1
2
3 4 5