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

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
476
$23K ﹤0.01%
89
477
$22.8K ﹤0.01%
826
-51
478
$22.8K ﹤0.01%
233
-85
479
$22.7K ﹤0.01%
800
-640
480
$22.5K ﹤0.01%
388
481
$22.1K ﹤0.01%
157
+87
482
$22.1K ﹤0.01%
1,000
483
$21.9K ﹤0.01%
823
484
$21.8K ﹤0.01%
200
-45
485
$21.7K ﹤0.01%
224
+100
486
$21.6K ﹤0.01%
+770
487
$21.6K ﹤0.01%
1,246
488
$21.2K ﹤0.01%
3,716
489
$21.1K ﹤0.01%
451
490
$21K ﹤0.01%
214
+87
491
$21K ﹤0.01%
145
+104
492
$20.6K ﹤0.01%
69
-49
493
$20.6K ﹤0.01%
3,424
494
$20.4K ﹤0.01%
50
495
$20.3K ﹤0.01%
855
496
$20.3K ﹤0.01%
157
-211
497
$20.2K ﹤0.01%
530
498
$19.9K ﹤0.01%
191
-1
499
$19.9K ﹤0.01%
236
500
$19.7K ﹤0.01%
+64