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
776
$428 ﹤0.01%
26
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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%
37
783
$207 ﹤0.01%
188
-10
784
$197 ﹤0.01%
40
785
$149 ﹤0.01%
120
786
$125 ﹤0.01%
3
787
$117 ﹤0.01%
70
788
$109 ﹤0.01%
3
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789
$50 ﹤0.01%
4
-2
790
$23 ﹤0.01%
1
791
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793
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795
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796
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797
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798
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799
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800
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30 31
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