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
51
$1.38M 0.12%
33,502
-3,798
52
$1.37M 0.12%
33,980
+15,615
53
$1.3M 0.12%
3,784
+38
54
$1.21M 0.11%
30,513
-2,234
55
$1.03M 0.09%
2,020
-368
56
$1.01M 0.09%
7,969
-648
57
$991K 0.09%
11,807
-1,213
58
$948K 0.08%
18,910
+3,956
59
$940K 0.08%
4,403
+210
60
$933K 0.08%
13,784
+9,358
61
$911K 0.08%
3,575
+87
62
$902K 0.08%
10,093
-198
63
$901K 0.08%
5,462
-1,096
64
$871K 0.08%
13,900
+400
65
$866K 0.08%
5,923
-513
66
$857K 0.08%
1,453
-39
67
$843K 0.07%
2,530
-8
68
$838K 0.07%
5,359
+685
69
$834K 0.07%
4,121
+522
70
$832K 0.07%
7,811
-485
71
$832K 0.07%
5,043
-354
72
$788K 0.07%
4,325
+138
73
$785K 0.07%
8,950
-799
74
$773K 0.07%
40,473
-604
75
$747K 0.07%
879
+223
1 2
3
4 5