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
701
$3.05K ﹤0.01%
+100
702
$3.04K ﹤0.01%
+273
703
$3.03K ﹤0.01%
+30
704
$3.01K ﹤0.01%
+78
705
$2.96K ﹤0.01%
+22
706
$2.95K ﹤0.01%
+160
707
$2.92K ﹤0.01%
+500
708
$2.92K ﹤0.01%
+32
709
$2.89K ﹤0.01%
+18
710
$2.88K ﹤0.01%
+759
711
$2.83K ﹤0.01%
+51
712
$2.76K ﹤0.01%
+50
713
$2.73K ﹤0.01%
+101
714
$2.72K ﹤0.01%
+112
715
$2.6K ﹤0.01%
+300
716
$2.59K ﹤0.01%
+29
717
$2.55K ﹤0.01%
+30
718
$2.54K ﹤0.01%
+40
719
$2.53K ﹤0.01%
+244
720
$2.52K ﹤0.01%
+95
721
$2.48K ﹤0.01%
+30
722
$2.44K ﹤0.01%
+376
723
$2.41K ﹤0.01%
+6
724
$2.33K ﹤0.01%
+614
725
$2.29K ﹤0.01%
+106
27 28
29
30 31