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
526
$16.5K ﹤0.01%
595
527
$16.1K ﹤0.01%
200
+100
528
$16K ﹤0.01%
216
-7
529
$16K ﹤0.01%
466
-68
530
$15.9K ﹤0.01%
810
531
$15.7K ﹤0.01%
300
-150
532
$15.7K ﹤0.01%
+297
533
$15.7K ﹤0.01%
1,837
534
$15.5K ﹤0.01%
+162
535
$15.4K ﹤0.01%
183
+154
536
$15.2K ﹤0.01%
+95
537
$15.2K ﹤0.01%
1,100
538
$15K ﹤0.01%
64
539
$14.8K ﹤0.01%
+329
540
$14.7K ﹤0.01%
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-25
541
$14.6K ﹤0.01%
96
542
$14.5K ﹤0.01%
1,000
543
$14.2K ﹤0.01%
329
-667
544
$14.2K ﹤0.01%
714
+33
545
$13.9K ﹤0.01%
1,543
546
$13.8K ﹤0.01%
100
547
$13.5K ﹤0.01%
405
548
$13.4K ﹤0.01%
300
549
$13.2K ﹤0.01%
250
550
$13.2K ﹤0.01%
268
20 21
22
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