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
801
$126 ﹤0.01%
+50
802
$126 ﹤0.01%
+300
803
$111 ﹤0.01%
+12
804
$86 ﹤0.01%
+25
805
$83 ﹤0.01%
+11
806
$53 ﹤0.01%
+37
807
$52 ﹤0.01%
+147
808
$19 ﹤0.01%
+5
29 30 31 32
33