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
726
$2.28K ﹤0.01%
+56
727
$2.22K ﹤0.01%
+82
728
$2.2K ﹤0.01%
+45
729
$2.18K ﹤0.01%
+750
730
$2.16K ﹤0.01%
+13
731
$2.15K ﹤0.01%
+52
732
$2.13K ﹤0.01%
+12
733
$2.1K ﹤0.01%
+330
734
$2.07K ﹤0.01%
+9
735
$2.05K ﹤0.01%
+186
736
$2.04K ﹤0.01%
+120
737
$2.01K ﹤0.01%
+83
738
$1.98K ﹤0.01%
+150
739
$1.97K ﹤0.01%
+21
740
$1.95K ﹤0.01%
+55
741
$1.94K ﹤0.01%
+50
742
$1.93K ﹤0.01%
+63
743
$1.91K ﹤0.01%
+3
744
$1.91K ﹤0.01%
+31
745
$1.84K ﹤0.01%
+39
746
$1.8K ﹤0.01%
+18
747
$1.71K ﹤0.01%
+154
748
$1.66K ﹤0.01%
+32
749
$1.58K ﹤0.01%
+64
750
$1.55K ﹤0.01%
+33
28 29
30
31 32