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
751
$1.29K ﹤0.01%
5
752
$1.27K ﹤0.01%
75
-870
753
$1.25K ﹤0.01%
22
754
$1.23K ﹤0.01%
16
755
$1.23K ﹤0.01%
16
756
$1.22K ﹤0.01%
53
+24
757
$1.14K ﹤0.01%
42
758
$1.08K ﹤0.01%
58
759
$1.05K ﹤0.01%
85
760
$998 ﹤0.01%
+13
761
$990 ﹤0.01%
24
-176
762
$980 ﹤0.01%
55
763
$954 ﹤0.01%
22
764
$838 ﹤0.01%
34
-145
765
$696 ﹤0.01%
+15
766
$691 ﹤0.01%
140
767
$675 ﹤0.01%
75
768
$621 ﹤0.01%
30
769
$609 ﹤0.01%
100
770
$605 ﹤0.01%
30
771
$593 ﹤0.01%
359
772
$570 ﹤0.01%
30
773
$523 ﹤0.01%
+5
774
$516 ﹤0.01%
+60
775
$431 ﹤0.01%
100
-1,033
29 30
31
32 33