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
576
$10.2K ﹤0.01%
+217
577
$10.1K ﹤0.01%
+1,249
578
$10K ﹤0.01%
+150
579
$10K ﹤0.01%
+855
580
$9.95K ﹤0.01%
+553
581
$9.94K ﹤0.01%
+159
582
$9.93K ﹤0.01%
+141
583
$9.86K ﹤0.01%
+288
584
$9.86K ﹤0.01%
+79
585
$9.78K ﹤0.01%
+327
586
$9.76K ﹤0.01%
+127
587
$9.75K ﹤0.01%
+3,134
588
$9.69K ﹤0.01%
+241
589
$9.63K ﹤0.01%
+96
590
$9.57K ﹤0.01%
+83
591
$9.56K ﹤0.01%
+1,100
592
$9.5K ﹤0.01%
+425
593
$9.48K ﹤0.01%
+135
594
$9.43K ﹤0.01%
+221
595
$9.36K ﹤0.01%
+137
596
$9.35K ﹤0.01%
+96
597
$9.31K ﹤0.01%
+204
598
$9.11K ﹤0.01%
+200
599
$9.04K ﹤0.01%
+200
600
$9.02K ﹤0.01%
+75
22 23
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