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
551
$12.6K ﹤0.01%
+23
552
$12.3K ﹤0.01%
+203
553
$12.3K ﹤0.01%
+124
554
$11.8K ﹤0.01%
+789
555
$11.8K ﹤0.01%
+102
556
$11.8K ﹤0.01%
+100
557
$11.7K ﹤0.01%
+1,724
558
$11.7K ﹤0.01%
+168
559
$11.7K ﹤0.01%
+21
560
$11.5K ﹤0.01%
+295
561
$11.5K ﹤0.01%
+232
562
$11.2K ﹤0.01%
+150
563
$11.2K ﹤0.01%
+292
564
$11K ﹤0.01%
+525
565
$10.9K ﹤0.01%
+575
566
$10.7K ﹤0.01%
+159
567
$10.7K ﹤0.01%
+50
568
$10.6K ﹤0.01%
+1,240
569
$10.6K ﹤0.01%
+148
570
$10.6K ﹤0.01%
+500
571
$10.6K ﹤0.01%
+333
572
$10.4K ﹤0.01%
+183
573
$10.3K ﹤0.01%
+754
574
$10.3K ﹤0.01%
+113
575
$10.2K ﹤0.01%
+100
21 22
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