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
51
$1.27M 0.17%
+32,147
52
$1.26M 0.17%
+27,029
53
$1.24M 0.16%
+37,434
54
$1.21M 0.16%
+16,774
55
$1.2M 0.16%
+11,547
56
$1.17M 0.15%
+2,202
57
$1.15M 0.15%
+12,054
58
$1.1M 0.14%
+8,774
59
$1.06M 0.14%
+5,917
60
$1.04M 0.14%
+5,752
61
$1.02M 0.13%
+33,503
62
$1.02M 0.13%
+3,879
63
$865K 0.11%
+6,822
64
$857K 0.11%
+9,027
65
$832K 0.11%
+43,201
66
$822K 0.11%
+9,807
67
$813K 0.11%
+9,947
68
$800K 0.11%
+7,926
69
$783K 0.1%
+5,167
70
$772K 0.1%
+3,601
71
$733K 0.1%
+14,805
72
$721K 0.09%
+15,258
73
$702K 0.09%
+11,442
74
$685K 0.09%
+31,332
75
$671K 0.09%
+36,455
1 2
3
4 5