AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.18%
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
+$81.3M
2
+$57.1M
3
+$23.3M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.56M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M

Top Sells

1
+$26.4M
2
+$25.8M
3
+$16.7M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.9M

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
776
$428 ﹤0.01%
26
-9
777
$402 ﹤0.01%
22
778
$332 ﹤0.01%
89
779
$324 ﹤0.01%
25
780
$298 ﹤0.01%
522
781
$287 ﹤0.01%
+3
782
$239 ﹤0.01%
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783
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188
-10
784
$197 ﹤0.01%
40
785
$149 ﹤0.01%
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786
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3
787
$117 ﹤0.01%
7
788
$109 ﹤0.01%
3
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789
$50 ﹤0.01%
4
-2
790
$23 ﹤0.01%
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792
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799
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30 31
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