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
676
$4.41K ﹤0.01%
+156
677
$4.23K ﹤0.01%
+5
678
$4.18K ﹤0.01%
+450
679
$4.17K ﹤0.01%
+95
680
$4.14K ﹤0.01%
+665
681
$4.12K ﹤0.01%
+26
682
$4.06K ﹤0.01%
+117
683
$4K ﹤0.01%
+70
684
$3.99K ﹤0.01%
+100
685
$3.94K ﹤0.01%
+850
686
$3.89K ﹤0.01%
+65
687
$3.75K ﹤0.01%
+248
688
$3.65K ﹤0.01%
+500
689
$3.65K ﹤0.01%
+484
690
$3.6K ﹤0.01%
+97
691
$3.55K ﹤0.01%
+86
692
$3.52K ﹤0.01%
+60
693
$3.44K ﹤0.01%
+200
694
$3.38K ﹤0.01%
+61
695
$3.26K ﹤0.01%
+35
696
$3.25K ﹤0.01%
+200
697
$3.17K ﹤0.01%
+156
698
$3.16K ﹤0.01%
+700
699
$3.12K ﹤0.01%
+71
700
$3.08K ﹤0.01%
+500
26 27
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29 30