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
526
$15.3K ﹤0.01%
+477
527
$14.9K ﹤0.01%
+300
528
$14.8K ﹤0.01%
+180
529
$14.6K ﹤0.01%
+466
530
$14.5K ﹤0.01%
+138
531
$14.5K ﹤0.01%
+216
532
$14.4K ﹤0.01%
+20
533
$14.3K ﹤0.01%
+384
534
$14.3K ﹤0.01%
+430
535
$14.2K ﹤0.01%
+135
536
$14.2K ﹤0.01%
+280
537
$14.1K ﹤0.01%
+223
538
$14K ﹤0.01%
+448
539
$13.9K ﹤0.01%
+34
540
$13.7K ﹤0.01%
+800
541
$13.6K ﹤0.01%
+200
542
$13.6K ﹤0.01%
+62
543
$13.5K ﹤0.01%
+240
544
$13.5K ﹤0.01%
+530
545
$13.3K ﹤0.01%
+85
546
$13.3K ﹤0.01%
+3,424
547
$13.2K ﹤0.01%
+380
548
$13.2K ﹤0.01%
+201
549
$13.1K ﹤0.01%
+172
550
$13.1K ﹤0.01%
+63
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