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
601
$9.01K ﹤0.01%
+150
602
$8.94K ﹤0.01%
+90
603
$8.67K ﹤0.01%
+782
604
$8.6K ﹤0.01%
+500
605
$8.52K ﹤0.01%
+1,327
606
$8.51K ﹤0.01%
+114
607
$8.51K ﹤0.01%
+250
608
$8.45K ﹤0.01%
+54
609
$8.41K ﹤0.01%
+50
610
$8.27K ﹤0.01%
+742
611
$8.13K ﹤0.01%
+96
612
$8K ﹤0.01%
+200
613
$7.93K ﹤0.01%
+161
614
$7.89K ﹤0.01%
+398
615
$7.88K ﹤0.01%
+100
616
$7.88K ﹤0.01%
+34
617
$7.85K ﹤0.01%
+661
618
$7.78K ﹤0.01%
+461
619
$7.75K ﹤0.01%
+212
620
$7.72K ﹤0.01%
+513
621
$7.53K ﹤0.01%
+3,060
622
$7.39K ﹤0.01%
+300
623
$7.27K ﹤0.01%
+65
624
$7.18K ﹤0.01%
+1,500
625
$7.11K ﹤0.01%
+140
23 24
25
26 27