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
626
$7.06K ﹤0.01%
+137
627
$6.96K ﹤0.01%
+150
628
$6.93K ﹤0.01%
+200
629
$6.88K ﹤0.01%
+522
630
$6.86K ﹤0.01%
+41
631
$6.85K ﹤0.01%
+167
632
$6.76K ﹤0.01%
+60
633
$6.71K ﹤0.01%
+138
634
$6.69K ﹤0.01%
+65
635
$6.6K ﹤0.01%
+300
636
$6.56K ﹤0.01%
+101
637
$6.54K ﹤0.01%
+355
638
$6.54K ﹤0.01%
+200
639
$6.53K ﹤0.01%
+200
640
$6.53K ﹤0.01%
+37
641
$6.33K ﹤0.01%
+100
642
$6.24K ﹤0.01%
+70
643
$6.11K ﹤0.01%
+50
644
$6.02K ﹤0.01%
+178
645
$5.96K ﹤0.01%
+70
646
$5.91K ﹤0.01%
+28
647
$5.84K ﹤0.01%
+37
648
$5.81K ﹤0.01%
+150
649
$5.75K ﹤0.01%
+150
650
$5.75K ﹤0.01%
+195
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