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

Top Sells

1
+$26.6M
2
+$26M
3
+$16.7M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.2M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$11.3M

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
626
$6.97K ﹤0.01%
300
627
$6.93K ﹤0.01%
55
628
$6.89K ﹤0.01%
31
-15
629
$6.71K ﹤0.01%
91
-141
630
$6.7K ﹤0.01%
+69
631
$6.56K ﹤0.01%
182
632
$6.34K ﹤0.01%
90
-240
633
$6.16K ﹤0.01%
141
634
$6.11K ﹤0.01%
20
635
$6.09K ﹤0.01%
250
636
$6K ﹤0.01%
+66
637
$5.97K ﹤0.01%
180
638
$5.93K ﹤0.01%
313
-690
639
$5.78K ﹤0.01%
652
640
$5.78K ﹤0.01%
53
641
$5.75K ﹤0.01%
37
642
$5.7K ﹤0.01%
+11
643
$5.58K ﹤0.01%
1,000
644
$5.58K ﹤0.01%
65
645
$5.54K ﹤0.01%
+27
646
$5.47K ﹤0.01%
156
647
$5.42K ﹤0.01%
100
648
$5.41K ﹤0.01%
24
649
$5.41K ﹤0.01%
200
650
$5.39K ﹤0.01%
1,049
24 25
26
27 28