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

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
576
$10.6K ﹤0.01%
70
577
$10.5K ﹤0.01%
+16
578
$10.5K ﹤0.01%
161
579
$10.4K ﹤0.01%
+88
580
$10.4K ﹤0.01%
125
581
$10.3K ﹤0.01%
305
-1,200
582
$10.1K ﹤0.01%
217
583
$10.1K ﹤0.01%
41
584
$10.1K ﹤0.01%
260
-250
585
$9.99K ﹤0.01%
200
586
$9.97K ﹤0.01%
37
587
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150
-198
588
$9.83K ﹤0.01%
291
-90
589
$9.82K ﹤0.01%
1,615
+631
590
$9.8K ﹤0.01%
+651
591
$9.79K ﹤0.01%
782
592
$9.71K ﹤0.01%
+214
593
$9.56K ﹤0.01%
+350
594
$9.5K ﹤0.01%
+183
595
$9.42K ﹤0.01%
358
-55
596
$9.34K ﹤0.01%
800
597
$8.95K ﹤0.01%
44
598
$8.89K ﹤0.01%
137
599
$8.85K ﹤0.01%
221
600
$8.82K ﹤0.01%
116