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
476
$21.1K ﹤0.01%
+382
477
$21.1K ﹤0.01%
+68
478
$20.9K ﹤0.01%
+270
479
$20.9K ﹤0.01%
+200
480
$20.9K ﹤0.01%
+462
481
$20.6K ﹤0.01%
+200
482
$20.4K ﹤0.01%
+542
483
$20.3K ﹤0.01%
+1,198
484
$20.3K ﹤0.01%
+810
485
$20K ﹤0.01%
+855
486
$20K ﹤0.01%
+416
487
$19.9K ﹤0.01%
+150
488
$19.9K ﹤0.01%
+771
489
$19.8K ﹤0.01%
+1,405
490
$19.7K ﹤0.01%
+560
491
$19.6K ﹤0.01%
+493
492
$19.6K ﹤0.01%
+96
493
$19.4K ﹤0.01%
+814
494
$19.4K ﹤0.01%
+312
495
$19.3K ﹤0.01%
+247
496
$19K ﹤0.01%
+263
497
$18.6K ﹤0.01%
+451
498
$18.6K ﹤0.01%
+364
499
$18.1K ﹤0.01%
+412
500
$17.9K ﹤0.01%
+1,000
18 19
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