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
751
$1.52K ﹤0.01%
+41
752
$1.51K ﹤0.01%
+22
753
$1.48K ﹤0.01%
+103
754
$1.42K ﹤0.01%
+18
755
$1.42K ﹤0.01%
+100
756
$1.41K ﹤0.01%
+424
757
$1.35K ﹤0.01%
+1,520
758
$1.33K ﹤0.01%
+125
759
$1.23K ﹤0.01%
+100
760
$1.22K ﹤0.01%
+100
761
$1.2K ﹤0.01%
+43
762
$1.19K ﹤0.01%
+124
763
$1.16K ﹤0.01%
+133
764
$1.15K ﹤0.01%
+30
765
$1.14K ﹤0.01%
+27
766
$1.12K ﹤0.01%
+214
767
$1.05K ﹤0.01%
+123
768
$1.04K ﹤0.01%
+58
769
$912 ﹤0.01%
+359
770
$903 ﹤0.01%
+223
771
$821 ﹤0.01%
+161
772
$796 ﹤0.01%
+3
773
$755 ﹤0.01%
+7
774
$752 ﹤0.01%
+75
775
$720 ﹤0.01%
+36
29 30
31
32 33