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
501
$19.4K ﹤0.01%
822
502
$19.3K ﹤0.01%
201
-46
503
$19.3K ﹤0.01%
150
504
$19.3K ﹤0.01%
300
505
$19.1K ﹤0.01%
+108
506
$19.1K ﹤0.01%
+278
507
$19K ﹤0.01%
356
-24
508
$18.6K ﹤0.01%
311
509
$18.5K ﹤0.01%
250
510
$18.3K ﹤0.01%
400
511
$18.2K ﹤0.01%
+170
512
$18.1K ﹤0.01%
249
+204
513
$18K ﹤0.01%
59
-5
514
$18K ﹤0.01%
354
515
$17.9K ﹤0.01%
+33
516
$17.8K ﹤0.01%
+60
517
$17.5K ﹤0.01%
+39
518
$17.5K ﹤0.01%
125
519
$17.2K ﹤0.01%
+139
520
$17.1K ﹤0.01%
3,000
521
$17K ﹤0.01%
503
-1,133
522
$16.9K ﹤0.01%
80
-121
523
$16.8K ﹤0.01%
118
-37
524
$16.8K ﹤0.01%
969
525
$16.7K ﹤0.01%
292
19 20
21
22 23